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EverQuote

104 hedge funds and large institutions have $153M invested in EverQuote in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $147K | Put options by funds: $89K

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

2.36% more ownership

Funds ownership: 66.42%68.78% (+2.4%)

10% less funds holding

Funds holding: 116104 (-12)

40% less capital invested

Capital invested by funds: $254M → $153M (-$100M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
104
Holders Change
-12
Holders Change %
-10.34%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
40
Reduced
36
Closed
22
Calls
$147K
Puts
$89K
Net Calls
+$58K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$13.7M +$3.09M +270,459 +21%
BlackRock
2
BlackRock
New York
$13.7M -$970K -84,910 -5%
RCMNY
3
Rubric Capital Management (New York)
New York
$13M
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$12.2M +$59.6K +5,222 +0.4%
DSCM
5
Divisadero Street Capital Management
Florida
$8.5M +$9.47M +828,994 +628%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.49M +$1.32M +115,268 +14%
Bank of America
7
Bank of America
North Carolina
$8.28M +$10.5M +918,786 +5,125%
EARNEST Partners
8
EARNEST Partners
Georgia
$7.27M +$2.44M +213,962 +35%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$5.31M +$3.42M +299,270 +99%
Federated Hermes
10
Federated Hermes
Pennsylvania
$4.84M +$2.9M +254,074 +86%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.98M -$454K -39,800 -8%
Morgan Stanley
12
Morgan Stanley
New York
$3.96M -$488K -42,706 -9%
Wells Fargo
13
Wells Fargo
California
$3.46M +$2.33M +204,439 +109%
State Street
14
State Street
Massachusetts
$3.21M -$48.9K -4,282 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.18M -$4.86K -426 -0.1%
JAM
16
Jacobs Asset Management
New York
$2.64M +$2.42M +211,907 +246%
RA
17
Royce & Associates
New York
$2.54M +$3.28M +287,092 New
GIPM
18
G2 Investment Partners Management
New York
$2.34M -$4.25M -372,003 -58%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$2.1M +$1.4M +122,617 +107%
HIM
20
Hanlon Investment Management
New Jersey
$1.78M
IECM
21
Intrinsic Edge Capital Management
Illinois
$1.77M +$2.28M +200,000 New
Northern Trust
22
Northern Trust
Illinois
$1.71M -$30K -2,623 -1%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.6M -$1.45M -126,762 -41%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$1.58M +$13.7K +1,200 +0.7%
KLC
25
Kent Lake Capital
Nevada
$1.32M +$1.7M +148,840 New

EVER Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2022, worth a combined $153M — down 40% from $254M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EVER and 13 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 40 added.

The largest buyer was Bank of America, adding an estimated $10.5M. The largest seller was Cannell Capital, exiting entirely with an estimated $8.47M sold.

  • 104 institutional investors held EverQuote (EVER) as of Q2 2022, down from 116 in Q1 2022.
  • Funds reported $153M of EverQuote stock for Q2 2022, down 40% quarter-over-quarter.
  • 13 funds opened new EverQuote positions in Q2 2022 and 22 closed out, a net change of -9 holders.
  • The largest EverQuote buyer in Q2 2022 was Bank of America, an estimated $10.5M added.
  • The largest EverQuote seller in Q2 2022 was Cannell Capital, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2022.