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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.96M |
| 2 |
JP Morgan Chase
New York
|
+$7.94M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$7.45M |
| 4 |
Two Sigma Investments
New York
|
+$6.56M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$6.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$51.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$22.4M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$20M |
| 4 |
IM
Islet Management
New York
|
-$13.1M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MGIM
126
M&G Investment Management
London,
United Kingdom
| – | -$381 | -11,538 | Closed |
|
|
FHB
127
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$229K | -7,000 | Closed |
|
128
Invesco
Atlanta,
Georgia
| – | -$214K | -6,585 | Closed |
|
|
WG
129
Winton Group
London,
United Kingdom
| – | -$213K | -6,526 | Closed |
|
|
SOW
130
State of Wyoming
Cheyenne,
Wyoming
| – | -$117K | -3,586 | Closed |
|
131
Russell Investments Group
London,
United Kingdom
| – | -$86K | -2,648 | Closed |
|
132
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$59K | -1,800 | Closed |
|
|
TWA
133
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -79 | Closed |
|
|
BCA
134
Berman Capital Advisors
Atlanta,
Georgia
| – | -$1.75K | -73 | Closed |
|
|
S
135
SignatureFD
Atlanta,
Georgia
| – | -$2K | -69 | Closed |
|
|
EW
136
Evoke Wealth
Los Angeles,
California
| – | -$2K | -52 | Closed |
|
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.