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EverQuote

175 hedge funds and large institutions have $511M invested in EverQuote in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $411K

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

1.94% more ownership

Funds ownership: 78.63%80.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $522M → $511M (-$10.6M)

9% less funds holding

Funds holding: 192175 (-17)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
175
Holders Change
-17
Holders Change %
-8.85%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
80
Reduced
44
Closed
47
Calls
$2.68M
Puts
$411K
Net Calls
+$2.27M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CMF
76
Counterpoint Mutual Funds
California
$761K +$306K +16,217 +74%
Verition Fund Management
77
Verition Fund Management
Connecticut
$752K +$514K +27,238 +263%
MNBTD
78
Moody National Bank Trust Division
Texas
$743K -$120K -6,352 -15%
SPA
79
Sherbrooke Park Advisers
New York
$725K +$333K +17,648 +95%
MW
80
MBL Wealth
North Carolina
$715K
Deutsche Bank
81
Deutsche Bank
Germany
$705K +$142K +7,499 +27%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$698K +$25.2K +1,332 +4%
GCM
83
Graham Capital Management
Connecticut
$695K +$302K +15,994 +85%
GCP
84
GSA Capital Partners
United Kingdom
$676K -$494K -26,158 -44%
Aviva
85
Aviva
United Kingdom
$657K +$620K +32,846 New
CCIA
86
Campbell & Co Investment Adviser
Maryland
$640K +$376K +19,896 +164%
LCM
87
Legato Capital Management
California
$630K -$178K -9,443 -23%
XT
88
XTX Topco
Cayman Islands
$617K +$119K +6,292 +26%
SSA
89
Sierra Summit Advisors
Nevada
$585K +$552K +29,255 New
HSBC Holdings
90
HSBC Holdings
United Kingdom
$578K +$150K +7,944 +37%
SO
91
STRS Ohio
Ohio
$574K +$20.8K +1,100 +4%
PTC
92
Petrus Trust Company
Texas
$571K -$13K -690 -2%
SG Americas Securities
93
SG Americas Securities
New York
$545K +$264K +13,978 +105%
DFCM
94
Dark Forest Capital Management
Puerto Rico
$518K +$490K +25,922 New
Bank of America
95
Bank of America
North Carolina
$517K -$11.1M -588,911 -96%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$495K +$49.6K +2,624 +12%
ADIM
97
Alpha DNA Investment Management
Maryland
$487K +$61.7K +3,265 +15%
EGM
98
Engineers Gate Manager
New York
$484K -$362K -19,173 -44%
Citigroup
99
Citigroup
New York
$449K +$78.8K +4,174 +23%
Legal & General Group
100
Legal & General Group
United Kingdom
$439K +$19.1K +1,012 +5%

EVER Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2024, worth a combined $511M — down 2% from $522M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EVER and 33 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 80 added.

The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.5M sold.

  • 175 institutional investors held EverQuote (EVER) as of Q4 2024, down from 192 in Q3 2024.
  • Funds reported $511M of EverQuote stock for Q4 2024, down 2% quarter-over-quarter.
  • 33 funds opened new EverQuote positions in Q4 2024 and 47 closed out, a net change of -14 holders.
  • The largest EverQuote buyer in Q4 2024 was UBS Group, an estimated $14.5M added.
  • The largest EverQuote seller in Q4 2024 was Emerald Advisers, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2024.