We are live on ! Find out more
EVER icon

EverQuote

97 hedge funds and large institutions have $260M invested in EverQuote in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,382% more call options, than puts

Call options by funds: $3.69M | Put options by funds: $249K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

129% more capital invested

Capital invested by funds: $113M → $260M (+$146M)

20% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 30

3.31% more ownership

Funds ownership: 65.16%68.46% (+3.3%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
36
Reduced
30
Closed
25
Calls
$3.69M
Puts
$249K
Net Calls
+$3.44M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$30.3M +$6.54M +696,994 +51%
GIM
2
Granahan Investment Management
Massachusetts
$24.5M +$207K +22,098 +1%
BlackRock
3
BlackRock
New York
$22.9M +$194K +20,626 +1%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$20.1M +$300K +31,957 +2%
EARNEST Partners
5
EARNEST Partners
Georgia
$18.6M +$4.01M +426,713 +51%
RCMNY
6
Rubric Capital Management (New York)
New York
$18.4M
Vanguard Group
7
Vanguard Group
Pennsylvania
$16M +$169K +18,036 +2%
Wells Fargo
8
Wells Fargo
California
$10.5M +$2.2M +234,583 +49%
GIPM
9
G2 Investment Partners Management
New York
$9.27M +$3.37M +358,569 +133%
RA
10
Royce & Associates
New York
$8.63M +$1.05M +112,034 +24%
DCM
11
Driehaus Capital Management
Illinois
$7.56M +$4.82M +512,914 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.28M -$59.1K -6,296 -2%
HIM
13
Hanlon Investment Management
New Jersey
$5.26M
State Street
14
State Street
Massachusetts
$5.04M -$257K -27,358 -7%
Renaissance Technologies
15
Renaissance Technologies
New York
$5.01M -$566K -60,300 -15%
DSCM
16
Divisadero Street Capital Management
Florida
$4.85M -$2.24M -239,000 -42%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.09M +$1.09M +116,527 +72%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.67M -$438K -46,617 -20%
JAM
19
Jacobs Asset Management
New York
$2.58M -$1.74M -185,016 -51%
AQR Capital Management
20
AQR Capital Management
Connecticut
$2.53M -$363K -38,708 -18%
Northern Trust
21
Northern Trust
Illinois
$2.52M -$139K -14,836 -8%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.34M +$1.49M +159,027 New
Invesco
23
Invesco
Georgia
$2.07M +$1.32M +140,242 New
First Eagle Investment Management
24
First Eagle Investment Management
New York
$1.88M +$1.2M +127,528 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.87M +$84.1K +8,962 +8%

EVER Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2022, worth a combined $260M — up 129% from $113M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EVER and 24 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 36 added.

The largest buyer was Bank of America, adding an estimated $6.54M. The largest seller was Point72 Asset Management, cutting an estimated $2.3M.

  • 97 institutional investors held EverQuote (EVER) as of Q4 2022, down from 98 in Q3 2022.
  • Funds reported $260M of EverQuote stock for Q4 2022, up 129% quarter-over-quarter.
  • 24 funds opened new EverQuote positions in Q4 2022 and 25 closed out, a net change of -1 holder.
  • The largest EverQuote buyer in Q4 2022 was Bank of America, an estimated $6.54M added.
  • The largest EverQuote seller in Q4 2022 was Point72 Asset Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2022.