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EverQuote

116 hedge funds and large institutions have $254M invested in EverQuote in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $238M → $254M (+$15.3M)

0.69% more ownership

Funds ownership: 65.73%66.42% (+0.69%)

0% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $1.3M

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

4% less funds holding

Funds holding: 121116 (-5)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
38
Reduced
39
Closed
30
Calls
$1.3M
Puts
$1.3M
Net Calls
-$3K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26.4M -$942K -62,246 -4%
RCMNY
2
Rubric Capital Management (New York)
New York
$23.9M +$2.99M +197,383 +15%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$22.2M -$409K -26,994 -2%
GIM
4
Granahan Investment Management
Massachusetts
$20.7M -$5.16M -341,121 -21%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.7M -$468K -30,915 -4%
GIPM
6
G2 Investment Partners Management
New York
$10.3M +$115K +7,606 +1%
EARNEST Partners
7
EARNEST Partners
Georgia
$9.85M +$9.22M +608,940 New
CC
8
Cannell Capital
Wyoming
$8.47M +$2.21M +145,907 +39%
Morgan Stanley
9
Morgan Stanley
New York
$7.94M -$2.53M -166,961 -25%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.92M -$148K -9,800 -2%
State Street
11
State Street
Massachusetts
$5.95M +$186K +12,315 +3%
Victory Capital Management
12
Victory Capital Management
Texas
$5.86M +$176K +11,634 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.83M +$352K +23,234 +7%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$4.99M +$65.6K +4,335 +1%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$4.88M +$4.57M +301,681 New
Two Sigma Advisers
16
Two Sigma Advisers
New York
$4.78M -$1.73M -114,400 -28%
Federated Hermes
17
Federated Hermes
Pennsylvania
$4.75M +$4.4M +290,960 +10,285%
N
18
Nuveen
North Carolina
$4.23M +$1.66M +109,773 +67%
HIM
19
Hanlon Investment Management
New Jersey
$3.26M
Northern Trust
20
Northern Trust
Illinois
$3.18M -$78K -5,152 -3%
Wells Fargo
21
Wells Fargo
California
$3.03M +$2.56M +169,386 +960%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$2.88M +$11.7K +775 +0.4%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$2.86M +$539K +35,600 +25%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.55M -$2.96M -195,640 -55%
DSCM
25
Divisadero Street Capital Management
Florida
$2.14M +$2M +132,000 New

EVER Hedge Fund Activity: Q1 2022 in Review

116 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2022, worth a combined $254M — up 6.4% from $238M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EVER and 26 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 38 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $9.22M. The largest seller was Granahan Investment Management, cutting an estimated $5.16M.

  • 116 institutional investors held EverQuote (EVER) as of Q1 2022, down from 121 in Q4 2021.
  • Funds reported $254M of EverQuote stock for Q1 2022, up 6.4% quarter-over-quarter.
  • 26 funds opened new EverQuote positions in Q1 2022 and 30 closed out, a net change of -4 holders.
  • The largest EverQuote buyer in Q1 2022 was EARNEST Partners, an estimated $9.22M added.
  • The largest EverQuote seller in Q1 2022 was Granahan Investment Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.