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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
WSFS
176
Wilmington Savings Fund Society
Delaware
$2.59K +$2.81K +123 New
CFGS
177
Concourse Financial Group Securities
Alabama
$2.53K -$3.98K -174 -59%
CA
178
Continuum Advisory
Idaho
$1.86K +$2.26K +99 New
CPA
179
Capital Performance Advisors
California
$1.79K +$1.94K +85 New
GI
180
GAMMA Investing
California
$1.79K +$1.94K +85 New
US Bancorp
181
US Bancorp
Minnesota
$1.58K +$731 +32 +74%
TC
182
Truvestments Capital
Florida
$1.52K +$1.65K +72 New
AWM
183
Avior Wealth Management
Nebraska
$1.22K +$1.32K +58 New
HNB
184
Huntington National Bank
Ohio
$1.22K +$1.32K +58 New
PA
185
Parallel Advisors
California
$1.05K
VCM
186
Versant Capital Management
Arizona
$865
RIL
187
Rothschild Investment LLC
Illinois
$738 +$457 +20 +133%
LC
188
Lindbrook Capital
California
$633 +$388 +17 +131%
SCM
189
Sterling Capital Management
North Carolina
$548 +$594 +26 New
CMBA
190
C.M. Bidwell & Associates
Hawaii
$380
S
191
SignatureFD
Georgia
$295
Jones Financial Companies
192
Jones Financial Companies
Missouri
$42 +$46 +2 New
SPPAM
193
Summit Partners Public Asset Management
Massachusetts
-$8.59M -411,712 Closed
IECM
194
Intrinsic Edge Capital Management
Illinois
-$3.13M -150,000 Closed
PCM
195
Portolan Capital Management
Massachusetts
-$2.93M -140,232 Closed
FHB
196
First Hawaiian Bank
Hawaii
-$1.18M -56,595 Closed
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
-$782K -37,466 Closed
DTL
198
Dynamic Technology Lab
Singapore
-$398K -19,069 Closed
Stifel Financial
199
Stifel Financial
Missouri
-$357K -17,135 Closed
HIS
200
Harvest Investment Services
Illinois
-$312K -14,938 Closed

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.