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EverQuote

98 hedge funds and large institutions have $113M invested in EverQuote in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

3.62% less ownership

Funds ownership: 68.78%65.16% (-3.6%)

6% less funds holding

Funds holding: 10498 (-6)

26% less capital invested

Capital invested by funds: $153M → $113M (-$39.8M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

43% less call options, than puts

Call options by funds: $94K | Put options by funds: $166K

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
32
Closed
16
Calls
$94K
Puts
$166K
Net Calls
-$72K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$11.2M +$838K +89,443 +6%
BlackRock
2
BlackRock
New York
$10.5M -$101K -10,771 -0.7%
Bank of America
3
Bank of America
North Carolina
$9.27M +$3.95M +421,891 +45%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$9.07M -$443K -47,261 -3%
RCMNY
5
Rubric Capital Management (New York)
New York
$8.5M -$2.15M -229,123 -16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.28M +$1.01M +107,473 +11%
EARNEST Partners
7
EARNEST Partners
Georgia
$5.7M +$126K +13,505 +2%
DSCM
8
Divisadero Street Capital Management
Florida
$3.87M -$3.68M -392,994 -41%
Wells Fargo
9
Wells Fargo
California
$3.26M +$816K +87,161 +22%
RA
10
Royce & Associates
New York
$3.23M +$1.75M +186,600 +65%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.73M -$464K -49,500 -11%
State Street
12
State Street
Massachusetts
$2.52M +$56.1K +5,995 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.49M +$41.6K +4,441 +1%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$2.48M -$2.22M -237,283 -39%
JAM
15
Jacobs Asset Management
New York
$2.46M +$579K +61,822 +21%
HIM
16
Hanlon Investment Management
New Jersey
$2.43M +$1.46M +155,457 +77%
Morgan Stanley
17
Morgan Stanley
New York
$2.42M -$880K -93,959 -21%
GIPM
18
G2 Investment Partners Management
New York
$1.84M +$46.8K +5,000 +2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.55M +$436K +46,587 +26%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.44M +$1.6M +171,228 +436%
Northern Trust
21
Northern Trust
Illinois
$1.27M -$77.5K -8,279 -4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.21M -$555K -59,237 -25%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.1M +$493K +52,672 +49%
Federated Hermes
24
Federated Hermes
Pennsylvania
$1.05M -$3.68M -393,435 -72%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$1.04M -$249K -26,640 -15%

EVER Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q3 2022, worth a combined $113M — down 26% from $153M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EVER and 10 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $3.95M. The largest seller was Federated Hermes, cutting an estimated $3.68M.

  • 98 institutional investors held EverQuote (EVER) as of Q3 2022, down from 104 in Q2 2022.
  • Funds reported $113M of EverQuote stock for Q3 2022, down 26% quarter-over-quarter.
  • 10 funds opened new EverQuote positions in Q3 2022 and 16 closed out, a net change of -6 holders.
  • The largest EverQuote buyer in Q3 2022 was Bank of America, an estimated $3.95M added.
  • The largest EverQuote seller in Q3 2022 was Federated Hermes, an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2022.