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EverQuote

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$2.53K -$3.67K -174 -59%
CA
177
Continuum Advisory
Idaho
$1.86K +$1.86K +99 New
GI
178
GAMMA Investing
California
$1.79K +$1.79K +85 New
CPA
179
Capital Performance Advisors
California
$1.79K +$1.79K +85 New
US Bancorp
180
US Bancorp
Minnesota
$1.58K +$675 +32 +74%
TC
181
Truvestments Capital
Florida
$1.52K +$1.52K +72 New
AWM
182
Avior Wealth Management
Nebraska
$1.22K +$1.22K +58 New
HNB
183
Huntington National Bank
Ohio
$1.22K +$1.22K +58 New
PA
184
Parallel Advisors
California
$1.06K
VCM
185
Versant Capital Management
Arizona
$865
RIL
186
Rothschild Investment LLC
Illinois
$738 +$422 +20 +133%
LC
187
Lindbrook Capital
California
$633 +$359 +17 +131%
SCM
188
Sterling Capital Management
North Carolina
$548 +$548 +26 New
CMBA
189
C.M. Bidwell & Associates
Hawaii
$380
S
190
SignatureFD
Georgia
$295
Jones Financial Companies
191
Jones Financial Companies
Missouri
$42 +$42 +2 New
SPPAM
192
Summit Partners Public Asset Management
Massachusetts
-$8.59M -411,712 Closed
IECM
193
Intrinsic Edge Capital Management
Illinois
-$3.13M -150,000 Closed
PCM
194
Portolan Capital Management
Massachusetts
-$2.93M -140,232 Closed
FHB
195
First Hawaiian Bank
Hawaii
-$1.18M -56,595 Closed
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
-$782K -37,466 Closed
DTL
197
Dynamic Technology Lab
Singapore
-$398K -19,069 Closed
Stifel Financial
198
Stifel Financial
Missouri
-$357K -17,135 Closed
HIS
199
Harvest Investment Services
Illinois
-$312K -14,938 Closed
Man Group
200
Man Group
United Kingdom
-$236K -11,294 Closed