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EverQuote

116 hedge funds and large institutions have $254M invested in EverQuote in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $238M → $254M (+$15.3M)

0.69% more ownership

Funds ownership: 65.73%66.42% (+0.69%)

0% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.3M

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

4% less funds holding

Funds holding: 121116 (-5)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
38
Reduced
39
Closed
30
Calls
$1.3M
Puts
$1.3M
Net Calls
-$3K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$20K
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$14.4K -$65.1K -4,302 -83%
Canada Life
103
Canada Life
Manitoba, Canada
$12K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$8K -$4.53K -299 -38%
CFGS
105
Concourse Financial Group Securities
Alabama
$8K +$7.13K +471 New
US Bancorp
106
US Bancorp
Minnesota
$7K -$2.03K -134 -22%
PVH
107
Psagot Value Holdings
Israel
$6K +$545 +36 +11%
TWA
108
TCI Wealth Advisors
Arizona
$5K +$4.3K +284 New
TRCT
109
Tower Research Capital (TRC)
New York
$3K -$36K -2,378 -93%
MCM
110
Manchester Capital Management
Vermont
$3K -$378 -25 -13%
S
111
SignatureFD
Georgia
$3K +$711 +47 +36%
PA
112
Parallel Advisors
California
$1K -$7.02K -464 -85%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$1K
GWS
114
Glassman Wealth Services
Virginia
$1K +$348 +23 +52%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$984 +65 New
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
-$1.38M -88,370 Closed
SG Americas Securities
117
SG Americas Securities
New York
-$1.35M -86,076 Closed
Jacobs Levy Equity Management
118
Jacobs Levy Equity Management
New Jersey
-$1.3M -83,140 Closed
RCAP
119
Resolute Capital Asset Partners
Colorado
-$1.1M -70,000 Closed
Squarepoint
120
Squarepoint
New York
-$1.09M -69,667 Closed
Millennium Management
121
Millennium Management
New York
-$724K -46,245 Closed
Nomura Holdings
122
Nomura Holdings
Japan
-$612K -38,957 Closed
Connor, Clark & Lunn Investment Management (CC&L)
123
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$606K -38,688 Closed
TI
124
Trexquant Investment
Connecticut
-$597K -38,128 Closed
PCM
125
Prelude Capital Management
New York
-$525K -33,513 Closed

EVER Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2022, worth a combined $254M — up 6.4% from $238M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EVER and 26 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 38 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $9.22M. The largest seller was Granahan Investment Management, cutting an estimated $5.16M.

  • 116 institutional investors held EverQuote (EVER) as of Q1 2022, down from 121 in Q4 2021.
  • Funds reported $254M of EverQuote stock for Q1 2022, up 6.4% quarter-over-quarter.
  • 26 funds opened new EverQuote positions in Q1 2022 and 30 closed out, a net change of -4 holders.
  • The largest EverQuote buyer in Q1 2022 was EARNEST Partners, an estimated $9.22M added.
  • The largest EverQuote seller in Q1 2022 was Granahan Investment Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.