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EverQuote
EVER

150 hedge funds and large institutions have $969M invested in EverQuote in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,110% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $901K

179% more capital invested

Capital invested by funds: $347M → $969M (+$622M)

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

15% more funds holding

Funds holding: 131 → 150 (+19)

12.08% more ownership

Funds ownership: 80.92% → 92.99% (+12%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
150
Holders Change
+19
Holders Change %
+14.5%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
65
Reduced
37
Closed
16
Calls
$10.9M
Puts
$901K
Net Calls
+$10M
Net Calls Change
+$9.7M

Top Buyers

Rank Fund Capital Flow
1
ZCI
Zevenbergen Capital Investments
Washington
+$32.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.9M
3
TAM
Telemark Asset Management
Massachusetts
+$11.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.22M
5
GIM
Granahan Investment Management
Massachusetts
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
SRFM
Shannon River Fund Management
New York
-$14.2M
2
GIPM
G2 Investment Partners Management
New York
-$11.7M
3
FA
Friess Associates
Delaware
-$6.26M
4
Millennium Management
Millennium Management
New York
-$6.14M
5
LCM
Landscape Capital Management
New Jersey
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$552K -$425K -9,045 -49%
AIA
102
Affinity Investment Advisors
California
$550K – – –
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$500K +$405K +8,608 New
AIG
104
American International Group
New York
$499K +$158K +3,371 +65%
SGAM
105
Smith Group Asset Management
Texas
$391K +$316K +6,730 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$371K +$300K +6,386 New
MIM
107
MetLife Investment Management
New Jersey
$367K +$106K +2,259 +56%
CRCM
108
Corbett Road Capital Management
Virginia
$347K +$280K +5,967 New
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$342K -$75K -1,596 -21%
UBS AM
110
UBS AM
Illinois
$337K +$273K +5,800 New
WG
111
Winton Group
United Kingdom
$315K +$254K +5,412 New
FHB
112
First Hawaiian Bank
Hawaii
$302K +$244K +5,190 New
Jane Street
113
Jane Street
New York
$301K -$151K -3,220 -38%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$283K +$229K +4,862 New
CANY
115
Caxton Associates (New York)
New York
$281K -$553K -11,775 -71%
FMT
116
First Mercantile Trust
Tennessee
$273K +$221K +4,700 New
HLA
117
Hamilton Lane Advisors
Pennsylvania
$272K +$220K +4,685 New
OC
118
Oppenheimer & Co
New York
$267K +$216K +4,593 New
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$253K +$68.7K +1,461 +51%
PP
120
Paloma Partners
Connecticut
$248K +$200K +4,255 New
LCM
121
Landscape Capital Management
New Jersey
$236K -$2.87M -61,016 -94%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$228K +$185K +3,927 New
EA
123
Ellsworth Advisors
Ohio
$222K +$180K +3,820 New
SEC
124
Seven Eight Capital
New York
$209K +$169K +3,600 New
AWM
125
Alterna Wealth Management
Texas
$206K +$166K +3,535 New
3 4
5
6 7

EVER Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2020, worth a combined $969M — up 179% from $347M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EVER positions and 16 closed out — a net gain of 19 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Zevenbergen Capital Investments, adding an estimated $32.2M. The largest seller was Shannon River Fund Management, cutting an estimated $14.2M.

  • 150 institutional investors held EverQuote (EVER) as of Q2 2020, up from 131 in Q1 2020.
  • Funds reported $969M of EverQuote stock for Q2 2020, up 179% quarter-over-quarter.
  • 35 funds opened new EverQuote positions in Q2 2020 and 16 closed out, a net change of +19 holders.
  • The largest EverQuote buyer in Q2 2020 was Zevenbergen Capital Investments, an estimated $32.2M added.
  • The largest EverQuote seller in Q2 2020 was Shannon River Fund Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2020.