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EverQuote

192 hedge funds and large institutions have $522M invested in EverQuote in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 55

24% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $2.74M

21% more funds holding

Funds holding: 159192 (+33)

8% more capital invested

Capital invested by funds: $484M → $522M (+$37.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.06% less ownership

Funds ownership: 79.69%78.63% (-1.1%)

Holders
192
Holders Change
+33
Holders Change %
+20.75%
% 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
46
Increased
71
Reduced
55
Closed
13
Calls
$3.38M
Puts
$2.74M
Net Calls
+$645K
Net Calls Change
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
C
151
Covestor
United Kingdom
$31K -$2.01K -88 -6%
ACM
152
Aster Capital Management
United Arab Emirates
$28.6K +$30.9K +1,354 New
GCM
153
Gladius Capital Management
Illinois
$26.2K +$28.4K +1,244 New
PD
154
Point72 (DIFC)
United Arab Emirates
$19.5K +$21.2K +926 New
CAS
155
Coppell Advisory Solutions
Texas
$19.4K +$21.1K +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 +$9.44K +413 +295%
MIM
160
Macroview Investment Management
Maryland
$8.61K +$160 +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 +$9.14K +400 New
LSA
164
Leonteq Securities AG
Switzerland
$7.38K +$8K +350 New
PS
165
Principal Securities
Iowa
$6.62K -$7.77K -340 -52%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$5.48K -$6.01K -263 -50%
NA
167
NewEdge Advisors
Louisiana
$4.53K +$4.91K +215 New
JIP
168
Jaffetilchin Investment Partners
Florida
$4.11K +$4.46K +195 New
PHK
169
Point72 Hong Kong
Hong Kong
$4.09K +$4.43K +194 New
SAM
170
Smartleaf Asset Management
Massachusetts
$3.72K +$4.04K +177 New
TWD
171
True Wealth Design
Ohio
$3.56K +$3.86K +169 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$3.5K +$2.01K +88 +113%
CFB
173
Cullen/Frost Bankers
Texas
$3.29K +$3.56K +156 New
Comerica Bank
174
Comerica Bank
Texas
$2.85K
IA
175
IFP Advisors
Florida
$2.72K +$2.95K +129 New

EVER Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2024, worth a combined $522M — up 7.8% from $484M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EVER positions and 13 closed out — a net gain of 33 holders — while 71 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $25.1M. The largest seller was Driehaus Capital Management, cutting an estimated $37M.

  • 192 institutional investors held EverQuote (EVER) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $522M of EverQuote stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 46 funds opened new EverQuote positions in Q3 2024 and 13 closed out, a net change of +33 holders.
  • The largest EverQuote buyer in Q3 2024 was BlackRock, an estimated $25.1M added.
  • The largest EverQuote seller in Q3 2024 was Driehaus Capital Management, an estimated $37M sold.

Based on aggregated 13F filings for Q3 2024.