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EverQuote
EVER

Overview Fund Activity

174 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
Holders
174
Holders Change
-17
Holders Change %
-8.9%
% of All Funds
2.32%
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

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19M
2
DSCM
2
Divisadero Street Capital Management
Florida
$12.3M
3
BlackRock
3
BlackRock
New York
$77.3M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$9.22M
5
TP
5
Toronado Partners
California
$14.4M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$517K
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
4
DCM
4
Driehaus Capital Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$7.57K – – –
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.5K +$5.5K +275 New
SS
153
SBI Securities
Japan
$5.28K +$5.28K +264 New
GI
154
GAMMA Investing
California
$4.7K +$3K +150 +176%
SAM
155
Smartleaf Asset Management
Massachusetts
$4.57K +$1.08K +55 +31%
VCM
156
Versant Capital Management
Arizona
$4.5K +$3.68K +184 +449%
CFB
157
Cullen/Frost Bankers
Texas
$3.62K +$500 +25 +16%
AWM
158
Avior Wealth Management
Nebraska
$3.14K +$1.98K +99 +171%
IA
159
IFP Advisors
Florida
$2.8K +$220 +11 +9%
Comerica Bank
160
Comerica Bank
Texas
$2.7K – – –
SIS
161
Sound Income Strategies
Florida
$2K +$2K +100 New
Creative Planning
162
Creative Planning
Kansas
$1.62K +$1.62K +81 New
TC
163
Truvestments Capital
Florida
$1.44K – – –
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$1.4K -$1.92K -96 -58%
CA
165
Continuum Advisory
Idaho
$1.34K -$640 -32 -32%
PA
166
Parallel Advisors
California
$1.32K +$320 +16 +32%
HNB
167
Huntington National Bank
Ohio
$1.16K – – –
BIG
168
Brooklyn Investment Group
New York
$840 +$840 +42 New
TWD
169
True Wealth Design
Ohio
$820 -$2.56K -128 -76%
SCM
170
Sterling Capital Management
North Carolina
$520 – – –
LFG
171
Larson Financial Group
Missouri
$300 +$300 +15 New
S
172
SignatureFD
Georgia
$280 – – –
EWA
173
EverSource Wealth Advisors
Alabama
$180 +$180 +9 New
Jones Financial Companies
174
Jones Financial Companies
Missouri
$40 – – –
EA
175
Emerald Advisers
Pennsylvania
– -$13.5M -640,032 Closed
5 6
7
8 9