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EverQuote

175 hedge funds and large institutions have $511M invested in EverQuote in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

552% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $411K

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

1.94% more ownership

Funds ownership: 78.63%80.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $522M → $511M (-$10.6M)

9% less funds holding

Funds holding: 192175 (-17)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
175
Holders Change
-17
Holders Change %
-8.85%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
80
Reduced
44
Closed
47
Calls
$2.68M
Puts
$411K
Net Calls
+$2.27M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$209K +$215K +11,365 +9,471%
DTL
127
Dynamic Technology Lab
Singapore
$205K +$193K +10,221 New
QC
128
Quadrature Capital
United Kingdom
$204K -$17.1K -905 -8%
DZ Bank
129
DZ Bank
Germany
$180K +$170K +9,028 New
TRCT
130
Tower Research Capital (TRC)
New York
$179K +$32.6K +1,724 +24%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$168K
A
132
AlphaQuest
New York
$154K +$51K +2,698 +54%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$140K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$113K +$21.5K +1,141 +25%
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$102K +$96.1K +5,090 New
Asset Management One
136
Asset Management One
Japan
$90.2K +$38.6K +2,042 +80%
KK
137
KLP Kapitalforvaltning
Norway
$90K +$85K +4,500 New
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$72K -$43K -2,277 -39%
Canada Life
139
Canada Life
Manitoba, Canada
$62K
QL
140
Quarry LP
New York
$45.8K -$11.4K -603 -21%
AIP
141
Ameritas Investment Partners
Nebraska
$44.4K
RS
142
R Squared
Hong Kong
$34.4K +$32.5K +1,720 New
C
143
Covestor
United Kingdom
$31K +$1.79K +95 +6%
CAS
144
Coppell Advisory Solutions
Texas
$23.4K +$5.04K +267 +29%
QCG
145
Quadrant Capital Group
Ohio
$17.4K
AB
146
Amalgamated Bank
New York
$15K
AF
147
Allworth Financial
California
$13.8K +$718 +38 +5%
Osaic Holdings
148
Osaic Holdings
Arizona
$11K -$38 -2 -0.4%
HMS
149
Hanseatic Management Services
New Mexico
$8.12K
SPIA
150
Steward Partners Investment Advisory
New York
$8K

EVER Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2024, worth a combined $511M — down 2% from $522M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EVER and 33 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 80 added.

The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.5M sold.

  • 175 institutional investors held EverQuote (EVER) as of Q4 2024, down from 192 in Q3 2024.
  • Funds reported $511M of EverQuote stock for Q4 2024, down 2% quarter-over-quarter.
  • 33 funds opened new EverQuote positions in Q4 2024 and 47 closed out, a net change of -14 holders.
  • The largest EverQuote buyer in Q4 2024 was UBS Group, an estimated $14.5M added.
  • The largest EverQuote seller in Q4 2024 was Emerald Advisers, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2024.