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EverQuote
EVER

Overview Fund Activity

191 hedge funds and large institutions have $522M invested in EverQuote in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+32
Holders Change %
+20.13%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
71
Reduced
55
Closed
13
Calls
$3.38M
Puts
$2.74M
Net Calls
+$645K
Net Calls Change
-$5.71M

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.6M
3
EA
Emerald Advisers
Pennsylvania
$13.5M
4
Marshall Wace
Marshall Wace
United Kingdom
$18.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.13M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$8.81M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$13M
4
CC
Clearline Capital
New York
$1.93M
5
EARNEST Partners
EARNEST Partners
Georgia
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$31K -$1.84K -88 -6%
ACM
152
Aster Capital Management
United Arab Emirates
$28.6K +$28.6K +1,354 New
GCM
153
Gladius Capital Management
Illinois
$26.2K +$26.2K +1,244 New
PD
154
Point72 (DIFC)
United Arab Emirates
$19.5K +$19.5K +926 New
CAS
155
Coppell Advisory Solutions
Texas
$19.4K +$19.4K +922 New
QCG
156
Quadrant Capital Group
Ohio
$18.4K – – –
AB
157
Amalgamated Bank
New York
$16K – – –
AF
158
Allworth Financial
California
$15.2K – – –
Osaic Holdings
159
Osaic Holdings
Arizona
$11.7K +$8.71K +413 +295%
MIM
160
Macroview Investment Management
Maryland
$8.61K +$148 +7 +2%
HMS
161
Hanseatic Management Services
New Mexico
$8.56K – – –
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$8.44K – – –
SPIA
163
Steward Partners Investment Advisory
New York
$8.44K +$8.44K +400 New
PS
164
Principal Securities
Iowa
$6.62K -$7.17K -340 -52%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$5.48K -$5.55K -263 -50%
NA
166
NewEdge Advisors
Louisiana
$4.53K +$4.53K +215 New
JIP
167
Jaffetilchin Investment Partners
Florida
$4.11K +$4.11K +195 New
PHK
168
Point72 Hong Kong
Hong Kong
$4.09K +$4.09K +194 New
SAM
169
Smartleaf Asset Management
Massachusetts
$3.72K +$3.72K +177 New
TWD
170
True Wealth Design
Ohio
$3.57K +$3.57K +169 New
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$3.5K +$1.86K +88 +113%
CFB
172
Cullen/Frost Bankers
Texas
$3.29K +$3.29K +156 New
Comerica Bank
173
Comerica Bank
Texas
$2.85K – – –
IA
174
IFP Advisors
Florida
$2.72K +$2.72K +129 New
WSFS
175
Wilmington Savings Fund Society
Delaware
$2.59K +$2.59K +123 New
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