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EverQuote

175 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

552% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $411K

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

1.94% more ownership

Funds ownership: 78.63%80.57% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $522M → $511M (-$10.6M)

9% less funds holding

Funds holding: 192175 (-17)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
175
Holders Change
-17
Holders Change %
-8.85%
% of All Funds
2.31%
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
Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
-$268K -12,702 Closed
Empower Advisory Group
202
Empower Advisory Group
Colorado
-$262K -12,420 Closed
FRM
203
Fox Run Management
Connecticut
-$220K -10,416 Closed
BCM
204
Bridgeway Capital Management
Texas
-$211K -10,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$158K -7,500 Closed
MAM
206
Meeder Asset Management
Ohio
-$76.8K -3,642 Closed
NC
207
nVerses Capital
Florida
-$50.6K -2,400 Closed
ACM
208
Aster Capital Management
United Arab Emirates
-$28.6K -1,354 Closed
GCM
209
Gladius Capital Management
Illinois
-$26.2K -1,244 Closed
PD
210
Point72 (DIFC)
United Arab Emirates
-$19.5K -926 Closed
MIM
211
Macroview Investment Management
Maryland
-$8.61K -408 Closed
PS
212
Principal Securities
Iowa
-$6.62K -314 Closed
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
-$5.48K -260 Closed
NA
214
NewEdge Advisors
Louisiana
-$4.53K -215 Closed
JIP
215
Jaffetilchin Investment Partners
Florida
-$4.11K -195 Closed
PHK
216
Point72 Hong Kong
Hong Kong
-$4.09K -194 Closed
WSFS
217
Wilmington Savings Fund Society
Delaware
-$2.59K -123 Closed
CPA
218
Capital Performance Advisors
California
-$1.79K -85 Closed
US Bancorp
219
US Bancorp
Minnesota
-$1.58K -75 Closed
RIL
220
Rothschild Investment LLC
Illinois
-$738 -35 Closed
LC
221
Lindbrook Capital
California
-$633 -30 Closed
CMBA
222
C.M. Bidwell & Associates
Hawaii
-$380 -18 Closed

EVER Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2024, worth a combined $511M — down 2% from $522M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EVER and 33 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 80 added.

The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.5M sold.

  • 175 institutional investors held EverQuote (EVER) as of Q4 2024, down from 192 in Q3 2024.
  • Funds reported $511M of EverQuote stock for Q4 2024, down 2% quarter-over-quarter.
  • 33 funds opened new EverQuote positions in Q4 2024 and 47 closed out, a net change of -14 holders.
  • The largest EverQuote buyer in Q4 2024 was UBS Group, an estimated $14.5M added.
  • The largest EverQuote seller in Q4 2024 was Emerald Advisers, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2024.