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EverQuote
EVER

127 hedge funds and large institutions have $656M invested in EverQuote in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $7.16M | Put options by funds: $1.9M

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

0% more capital invested

Capital invested by funds: $655M → $656M (+$831K)

3.28% less ownership

Funds ownership: 89.64% → 86.36% (-3.3%)

11% less funds holding

Funds holding: 143 → 127 (-16)

39% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 41

Holders
127
Holders Change
-16
Holders Change %
-11.19%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
25
Increased
47
Reduced
39
Closed
41
Calls
$7.16M
Puts
$1.9M
Net Calls
+$5.26M
Net Calls Change
+$4.92M

Top Buyers

Rank Fund Capital Flow
1
SRFM
Shannon River Fund Management
New York
+$14M
2
KCM
Kornitzer Capital Management
Kansas
+$10.8M
3
IM
Islet Management
New York
+$10.4M
4
Millennium Management
Millennium Management
New York
+$9.34M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.78M

Top Sellers

Rank Fund Capital Flow
1
ZCI
Zevenbergen Capital Investments
Washington
-$32.7M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$12.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$12.1M
4
RI
Redwood Investments
Massachusetts
-$11M
5
TAM
Telemark Asset Management
Massachusetts
-$9.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
151
AlphaCrest Capital Management
New York
– -$359K -9,300 Closed
SM
152
SG3 Management
Puerto Rico
– -$328K -8,500 Closed
GAM
153
Gotham Asset Management
New York
– -$326K -8,427 Closed
CM
154
Caption Management
Oklahoma
– -$303K -8,000 Closed
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
– -$291K -7,539 Closed
BAM
156
Blueshift Asset Management
New Jersey
– -$280K -7,242 Closed
FMT
157
First Mercantile Trust
Tennessee
– -$268K -6,800 Closed
SGAM
158
Smith Group Asset Management
Texas
– -$260K -6,720 Closed
OMC
159
Old Mission Capital
Illinois
– -$236K -6,100 Closed
HF
160
HRT Financial
New York
– -$221K -5,737 Closed
E
161
Ergoteles
New York
– -$212K -5,479 Closed
GT
162
Glenmede Trust
Pennsylvania
– -$36K -956 Closed
CG
163
Cutler Group
California
– -$11.4K -300 Closed
FFA
164
Founders Financial Alliance
North Carolina
– -$6K -162 Closed
FHA
165
First Horizon Advisors
Tennessee
– -$6K -146 Closed
ASN
166
Advisory Services Network
Georgia
– -$4K -100 Closed
3 4 5 6
7

EVER Hedge Fund Activity: Q4 2020 in Review

127 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2020, worth a combined $656M — up 0.13% from $655M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EVER and 25 opened new positions — a net loss of 16 holders — while 39 trimmed existing stakes and 47 added.

The largest buyer was Shannon River Fund Management, adding an estimated $14M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $32.7M sold.

  • 127 institutional investors held EverQuote (EVER) as of Q4 2020, down from 143 in Q3 2020.
  • Funds reported $656M of EverQuote stock for Q4 2020, up 0.13% quarter-over-quarter.
  • 25 funds opened new EverQuote positions in Q4 2020 and 41 closed out, a net change of -16 holders.
  • The largest EverQuote buyer in Q4 2020 was Shannon River Fund Management, an estimated $14M added.
  • The largest EverQuote seller in Q4 2020 was Zevenbergen Capital Investments, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2020.