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EverQuote

35 hedge funds and large institutions have $26.2M invested in EverQuote in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $12.6M → $26.2M (+$13.7M)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

21% more funds holding

Funds holding: 2935 (+6)

10.54% more ownership

Funds ownership: 60.53%71.08% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$4.54M +$463K +73,085 +14%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$2.6M
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.15M
WMSA
4
Weiss Multi-Strategy Advisers
New York
$1.91M +$363K +57,263 +29%
HIM
5
Hanlon Investment Management
New Jersey
$1.91M +$1.63M +257,048 New
PCM
6
PAR Capital Management
Massachusetts
$1.83M
FA
7
Friess Associates
Delaware
$1.6M +$377K +59,566 +38%
ACH
8
ArrowMark Colorado Holdings
Colorado
$1.49M
PCA
9
Prospect Capital Advisors
California
$1.33M +$1.13M +179,100 New
GIPM
10
G2 Investment Partners Management
New York
$881K +$750K +118,451 New
Bank of America
11
Bank of America
North Carolina
$877K +$279K +44,034 +60%
BlackRock
12
BlackRock
New York
$827K -$161K -25,368 -19%
AIM
13
Alambic Investment Management
California
$634K -$262K -41,442 -33%
KCM
14
Kornitzer Capital Management
Kansas
$587K
JP Morgan Chase
15
JP Morgan Chase
New York
$505K -$37.4K -5,903 -8%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$406K +$346K +54,633 New
Vanguard Group
17
Vanguard Group
Pennsylvania
$397K -$11.8K -1,867 -3%
Millennium Management
18
Millennium Management
New York
$272K +$232K +36,622 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$244K +$102K +16,051 +95%
PAWC
20
P.A.W. Capital
Connecticut
$223K +$190K +30,000 New
CC
21
Cannell Capital
Wyoming
$191K +$163K +25,674 New
SIM
22
Spark Investment Management
New York
$146K +$125K +19,741 New
Goldman Sachs
23
Goldman Sachs
New York
$124K -$79K -12,473 -43%
BCM
24
Bridgeway Capital Management
Texas
$112K +$95K +15,000 New
William Blair & Company
25
William Blair & Company
Illinois
$95K -$77.1K -12,183 -49%

EVER Hedge Fund Activity: Q1 2019 in Review

35 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2019, worth a combined $26.2M — up 109% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EVER positions and 8 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Prospect Capital Advisors, opening a new position worth an estimated $1.13M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $1.09M sold.

  • 35 institutional investors held EverQuote (EVER) as of Q1 2019, up from 29 in Q4 2018.
  • Funds reported $26.2M of EverQuote stock for Q1 2019, up 109% quarter-over-quarter.
  • 14 funds opened new EverQuote positions in Q1 2019 and 8 closed out, a net change of +6 holders.
  • The largest EverQuote buyer in Q1 2019 was Prospect Capital Advisors, an estimated $1.13M added.
  • The largest EverQuote seller in Q1 2019 was Highbridge Capital Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2019.