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EverQuote
EVER

118 hedge funds and large institutions have $279M invested in EverQuote in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

7% more funds holding

Funds holding: 110 → 118 (+8)

8.33% less ownership

Funds ownership: 74.54% → 66.21% (-8.3%)

49% less capital invested

Capital invested by funds: $544M → $279M (-$265M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

51% less call options, than puts

Call options by funds: $2.2M | Put options by funds: $4.47M

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
55
Reduced
26
Closed
18
Calls
$2.2M
Puts
$4.47M
Net Calls
-$2.27M
Net Calls Change
-$967K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.96M
2
JP Morgan Chase
JP Morgan Chase
New York
+$7.94M
3
GIM
Granahan Investment Management
Massachusetts
+$7.45M
4
Two Sigma Investments
Two Sigma Investments
New York
+$6.56M
5
Marshall Wace
Marshall Wace
United Kingdom
+$6.41M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$51.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$22.4M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$20M
4
IM
Islet Management
New York
-$13.1M
5
EA
Emerald Advisers
Pennsylvania
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$69.5K +$73.3K +3,064 +461%
PHK
102
Point72 Hong Kong
Hong Kong
$43K +$51.1K +2,137 +1,181%
Federated Hermes
103
Federated Hermes
Pennsylvania
$39K -$251K -10,483 -83%
JCM
104
Jacobi Capital Management
Pennsylvania
$38K +$48.6K +2,033 New
VCM
105
Vigilant Capital Management
Maine
$37K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$30K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$23K – – –
NFG
108
Next Financial Group
Texas
$21K +$4.43K +185 +20%
Canada Life
109
Canada Life
Manitoba, Canada
$13K – – –
QT
110
Quantbot Technologies
New York
$9K -$94.1K -3,933 -89%
US Bancorp
111
US Bancorp
Minnesota
$8K -$25.5K -1,066 -70%
Osaic Holdings
112
Osaic Holdings
Arizona
$4K -$2.78K -116 -37%
PA
113
Parallel Advisors
California
$4K +$5.53K +231 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2K +$1.34K +56 +74%
MCM
115
Manchester Capital Management
Vermont
$2K +$2.51K +105 New
PVH
116
Psagot Value Holdings
Israel
$2K +$2.56K +107 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
Walleye Capital
118
Walleye Capital
New York
$987 +$1.27M +52,984 New
Ameriprise
119
Ameriprise
Minnesota
– -$51.4M -1,573,631 Closed
EMFAT
120
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$20M -610,545 Closed
IM
121
Islet Management
New York
– -$13.1M -400,000 Closed
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
– -$12.4M -380,000 Closed
HI
123
Handelsinvest Investeringsforvaltning
Denmark
– -$3.6M -110,000 Closed
Verition Fund Management
124
Verition Fund Management
Connecticut
– -$1.97M -60,300 Closed
AIA
125
Affinity Investment Advisors
California
– -$405K -12,378 Closed
2 3 4
5
6

EVER Hedge Fund Activity: Q3 2021 in Review

118 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2021, worth a combined $279M — down 49% from $544M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EVER positions and 18 closed out — a net gain of 8 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $7.96M. The largest seller was Ameriprise, exiting entirely with an estimated $51.4M sold.

  • 118 institutional investors held EverQuote (EVER) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $279M of EverQuote stock for Q3 2021, down 49% quarter-over-quarter.
  • 26 funds opened new EverQuote positions in Q3 2021 and 18 closed out, a net change of +8 holders.
  • The largest EverQuote buyer in Q3 2021 was BlackRock, an estimated $7.96M added.
  • The largest EverQuote seller in Q3 2021 was Ameriprise, an estimated $51.4M sold.

Based on aggregated 13F filings for Q3 2021.