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EverQuote

35 hedge funds and large institutions have $60.2M invested in EverQuote in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.5% more ownership

Funds ownership: 0%82.5% (+83%)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

25% less capital invested

Capital invested by funds: $79.9M → $60.2M (-$19.6M)

26% less funds holding

Funds holding: 4735 (-12)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
35
Holders Change
-12
Holders Change %
-25.53%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
9
Reduced
8
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$5.2M
Wells Fargo
2
Wells Fargo
California
$4.91M +$3.15M +208,050 +170%
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$4.46M +$2.65M +175,000 +140%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.28M -$557K -36,742 -11%
HCM
5
Highbridge Capital Management
New York
$4.16M +$379K +25,000 +10%
ACH
6
ArrowMark Colorado Holdings
Colorado
$3.33M +$3.39M +223,731 New
SSA
7
Schonfeld Strategic Advisors
New York
$3.19M +$555K +36,600 +21%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$3.14M -$208K -13,736 -6%
NCGI
9
Next Century Growth Investors
Minnesota
$3.13M +$3.19M +210,481 New
GPCM
10
Granite Point Capital Management
Massachusetts
$2.86M +$2.92M +192,600 New
Citadel Advisors
11
Citadel Advisors
Florida
$2.64M -$283K -18,650 -10%
Millennium Management
12
Millennium Management
New York
$2.57M +$1.35M +88,935 +106%
FA
13
Friess Associates
Delaware
$2.02M +$472K +31,103 +30%
SC
14
Skylands Capital
Wisconsin
$1.99M +$2.03M +134,100 New
Bank of America
15
Bank of America
North Carolina
$1.74M +$1.77M +117,077 New
Blackstone Inc
16
Blackstone Inc
New York
$1.49M +$455K +30,000 +43%
Vanguard Group
17
Vanguard Group
Pennsylvania
$1.45M +$723K +47,700 +95%
BlackRock
18
BlackRock
New York
$1.21M -$192K -12,639 -13%
Two Sigma Investments
19
Two Sigma Investments
New York
$981K +$1M +65,994 New
MIM
20
Monashee Investment Management
Massachusetts
$776K
Ameriprise
21
Ameriprise
Minnesota
$759K -$86K -5,670 -10%
KCM
22
Kornitzer Capital Management
Kansas
$743K
MWNA
23
Marshall Wace North America
New York
$441K -$302K -19,927 -40%
WCA
24
Whetstone Capital Advisors
Kansas
$440K +$449K +29,588 New
Goldman Sachs
25
Goldman Sachs
New York
$428K -$274K -18,057 -39%

EVER Hedge Fund Activity: Q3 2018 in Review

35 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2018, worth a combined $60.2M — down 25% from $79.9M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EVER and 16 opened new positions — a net loss of 12 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $3.39M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.87M sold.

  • 35 institutional investors held EverQuote (EVER) as of Q3 2018, down from 47 in Q2 2018.
  • Funds reported $60.2M of EverQuote stock for Q3 2018, down 25% quarter-over-quarter.
  • 16 funds opened new EverQuote positions in Q3 2018 and 28 closed out, a net change of -12 holders.
  • The largest EverQuote buyer in Q3 2018 was ArrowMark Colorado Holdings, an estimated $3.39M added.
  • The largest EverQuote seller in Q3 2018 was Lord, Abbett & Co, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2018.