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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 %
AIP
126
Ameritas Investment Partners
Nebraska
$48K – – –
Osaic Holdings
127
Osaic Holdings
Arizona
$38K +$6.09K +161 +19%
GT
128
Glenmede Trust
Pennsylvania
$36K – – –
NFG
129
Next Financial Group
Texas
$35K +$35K +900 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$33K -$20.8K -528 -39%
Canada Life
131
Canada Life
Manitoba, Canada
$27K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$26K – – –
RFWA
133
RPg Family Wealth Advisory
Massachusetts
$13.8K – – –
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K +$9.66K +250 +500%
CG
135
Cutler Group
California
$11K +$11K +300 New
FHA
136
First Horizon Advisors
Tennessee
$6K +$2.92K +71 +95%
FFA
137
Founders Financial Alliance
North Carolina
$6K +$6K +162 New
ASN
138
Advisory Services Network
Georgia
$4K +$4K +100 New
S
139
SignatureFD
Georgia
$3K -$783 -18 -21%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
Millennium Management
141
Millennium Management
New York
$404 -$495 -12,801 -55%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
– -$53.5M -919,922 Closed
DCM
143
Driehaus Capital Management
Illinois
– -$26.1M -448,022 Closed
Lord, Abbett & Co
144
Lord, Abbett & Co
New Jersey
– -$24.4M -418,970 Closed
Two Sigma Investments
145
Two Sigma Investments
New York
– -$10.6M -181,613 Closed
FCM
146
Frontier Capital Management
Massachusetts
– -$10.2M -174,583 Closed
LCG
147
Lisanti Capital Growth
New York
– -$5.58M -95,985 Closed
EI
148
EAM Investors
California
– -$4.35M -74,863 Closed
EGI
149
EAM Global Investors
California
– -$2.79M -47,996 Closed
AR
150
Advisory Research
Illinois
– -$2.26M -38,871 Closed
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