EverQuote
EVER
117 hedge funds and large institutions have $401M invested in EverQuote in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 6 closing their positions.
2,905% more call options, than puts
Call options by funds: $1.74M | Put options by funds: $58K
617% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 6
144% more capital invested
Capital invested by funds: $164M → $401M (+$237M)
120% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 20
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
46% more funds holding
Funds holding: 80 → 117 (+37)
19.88% more ownership
Funds ownership: 72.59% → 92.47% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$17.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.7M |
| 3 |
Renaissance Technologies
New York
|
+$10.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.54M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$7.73M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$4.88M |
| 3 |
FA
Friess Associates
Greenville,
Delaware
|
-$4.53M |
| 4 |
PCA
Prospect Capital Advisors
Sausalito,
California
|
-$3.82M |
| 5 |
JP Morgan Chase
New York
|
-$3.28M |
EVER Hedge Fund Activity: Q4 2019 in Review
117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2019, worth a combined $401M — up 144% from $164M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EVER positions and 6 closed out — a net gain of 37 holders — while 44 added to existing stakes and 20 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $17.5M. The largest seller was Royce & Associates, cutting an estimated $7.73M.
- 117 institutional investors held EverQuote (EVER) as of Q4 2019, up from 80 in Q3 2019.
- Funds reported $401M of EverQuote stock for Q4 2019, up 144% quarter-over-quarter.
- 43 funds opened new EverQuote positions in Q4 2019 and 6 closed out, a net change of +37 holders.
- The largest EverQuote buyer in Q4 2019 was Baillie Gifford & Co, an estimated $17.5M added.
- The largest EverQuote seller in Q4 2019 was Royce & Associates, an estimated $7.73M sold.
Based on aggregated 13F filings for Q4 2019.