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EverQuote
EVER

Overview Fund Activity

143 hedge funds and large institutions have $655M invested in EverQuote in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-7
Holders Change %
-4.67%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
54
Reduced
42
Closed
35
Calls
$4.14M
Puts
$3.81M
Net Calls
+$336K
Net Calls Change
-$9.67M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$23M
2
SRFM
Shannon River Fund Management
New York
+$17.8M
3
Ameriprise
Ameriprise
Minnesota
+$16.8M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$13.6M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$12M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53.5M
2
DCM
Driehaus Capital Management
Illinois
-$26.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$10.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$291K +$139K +3,612 +92%
BAM
102
Blueshift Asset Management
New Jersey
$280K +$280K +7,242 New
FHB
103
First Hawaiian Bank
Hawaii
$270K +$69.8K +1,810 +35%
FMT
104
First Mercantile Trust
Tennessee
$268K +$82.8K +2,100 +45%
SGAM
105
Smith Group Asset Management
Texas
$260K -$387 -10 -0.1%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$253K +$6.56K +170 +3%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$249K +$114K +2,923 +85%
MIM
108
MetLife Investment Management
New Jersey
$244K – – –
OMC
109
Old Mission Capital
Illinois
$236K +$236K +6,100 New
UBS AM
110
UBS AM
Illinois
$228K +$3.86K +100 +2%
HF
111
HRT Financial
New York
$221K +$221K +5,737 New
E
112
Ergoteles
New York
$212K +$212K +5,479 New
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$194K -$34.2K -880 -15%
US Bancorp
114
US Bancorp
Minnesota
$188K +$118K +3,061 +169%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$168K – – –
UBS Group
116
UBS Group
Switzerland
$150K -$468K -12,093 -76%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$126K -$556K -14,386 -82%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$90K +$34.9K +908 +63%
Legal & General Group
119
Legal & General Group
United Kingdom
$86K -$22.5K -582 -21%
Citigroup
120
Citigroup
New York
$85K -$36.3K -938 -30%
QT
121
Quantbot Technologies
New York
$81K +$81K +2,115 New
VCM
122
Vigilant Capital Management
Maine
$77K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$70K -$3.55M -91,200 -98%
PHK
124
Point72 Hong Kong
Hong Kong
$60K +$60K +1,564 New
Asset Management One
125
Asset Management One
Japan
$59K +$21.6K +560 +58%
3 4
5
6 7