EverQuote
EVER
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.
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: 159 → 192 (+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: 2 → 2 (0)
1.06% less ownership
Funds ownership: 79.69% → 78.63% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$25.1M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$9.8M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$9.12M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$9.03M |
| 5 |
JP Morgan Chase
New York
|
+$8.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.14M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$8.59M |
| 4 |
CC
Clearline Capital
New York
|
-$7.45M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
-$6.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Man Group
London,
United Kingdom
| – | -$236K | -11,294 | Closed |
|
202
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$202K | -9,669 | Closed |
|
|
EC
203
EntryPoint Capital
New York
| – | -$173K | -8,292 | Closed |
|
|
UFF
204
USA Financial Formulas
Ada,
Michigan
| – | -$59K | -2,830 | Closed |
|
|
IC
205
Innealta Capital
Austin,
Texas
| – | -$709 | -34 | 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.