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EverQuote

159 hedge funds and large institutions have $484M invested in EverQuote in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more call options, than puts

Call options by funds: $7.14M | Put options by funds: $781K

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

27% more funds holding

Funds holding: 125159 (+34)

25% more capital invested

Capital invested by funds: $386M → $484M (+$98M)

7.02% more ownership

Funds ownership: 72.67%79.69% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
159
Holders Change
+34
Holders Change %
+27.2%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
54
Reduced
41
Closed
20
Calls
$7.14M
Puts
$781K
Net Calls
+$6.36M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$134K +$1.1K +52 +0.8%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$116K +$40K +1,890 +51%
MAM
128
Meeder Asset Management
Ohio
$76K +$77K +3,642 New
Lazard Asset Management
129
Lazard Asset Management
New York
$69K +$70.7K +3,346 New
Canada Life
130
Canada Life
Manitoba, Canada
$64K +$65.1K +3,079 New
UFF
131
USA Financial Formulas
Michigan
$59K +$59.8K +2,830 New
Asset Management One
132
Asset Management One
Japan
$54.4K -$10K -473 -15%
TRCT
133
Tower Research Capital (TRC)
New York
$52.7K +$45.1K +2,134 +543%
AIP
134
Ameritas Investment Partners
Nebraska
$46.4K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$39K +$22.5K +1,063 +133%
NC
136
nVerses Capital
Florida
$35.5K +$35.9K +1,700 New
QT
137
Quantbot Technologies
New York
$34K +$34.4K +1,628 New
C
138
Covestor
United Kingdom
$33K +$33.1K +1,567 New
QL
139
Quarry LP
New York
$30.1K +$20.8K +985 +216%
QCG
140
Quadrant Capital Group
Ohio
$18.2K -$1.82K -86 -9%
AF
141
Allworth Financial
California
$18.1K +$15.2K +721 New
AB
142
Amalgamated Bank
New York
$16K +$1.71K +81 +12%
PS
143
Principal Securities
Iowa
$13.6K -$7.49K -354 -35%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$10.9K -$7.63K -361 -41%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$8.76K
HMS
146
Hanseatic Management Services
New Mexico
$8.47K
MIM
147
Macroview Investment Management
Maryland
$8.37K -$423 -20 -5%
CFGS
148
Concourse Financial Group Securities
Alabama
$6.13K -$4.17K -197 -40%
Osaic Holdings
149
Osaic Holdings
Arizona
$2.92K -$982K -46,427 -100%
Comerica Bank
150
Comerica Bank
Texas
$2.82K

EVER Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2024, worth a combined $484M — up 25% from $386M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EVER positions and 20 closed out — a net gain of 34 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13M. The largest seller was Baillie Gifford & Co, cutting an estimated $7.44M.

  • 159 institutional investors held EverQuote (EVER) as of Q2 2024, up from 125 in Q1 2024.
  • Funds reported $484M of EverQuote stock for Q2 2024, up 25% quarter-over-quarter.
  • 54 funds opened new EverQuote positions in Q2 2024 and 20 closed out, a net change of +34 holders.
  • The largest EverQuote buyer in Q2 2024 was Vanguard Group, an estimated $13M added.
  • The largest EverQuote seller in Q2 2024 was Baillie Gifford & Co, an estimated $7.44M sold.

Based on aggregated 13F filings for Q2 2024.