We are live on ! Find out more
EVER icon

EverQuote

125 hedge funds and large institutions have $386M invested in EverQuote in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $914K

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

50% more capital invested

Capital invested by funds: $257M → $386M (+$129M)

29% more funds holding

Funds holding: 97125 (+28)

1.91% less ownership

Funds ownership: 74.58%72.67% (-1.9%)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

Holders
125
Holders Change
+28
Holders Change %
+28.87%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
35
Reduced
46
Closed
10
Calls
$10.5M
Puts
$914K
Net Calls
+$9.55M
Net Calls Change
+$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$34.7M +$11M +747,065 +67%
BlackRock
2
BlackRock
New York
$31.5M -$367K -25,009 -1%
Bank of America
3
Bank of America
North Carolina
$25.1M -$5.19M -353,581 -21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.5M +$449K +30,577 +3%
GIM
5
Granahan Investment Management
Massachusetts
$20.6M -$5.62M -382,956 -26%
RA
6
Royce & Associates
New York
$16.3M -$892K -60,740 -6%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$14.4M -$1.78M -120,983 -13%
TP
8
Toronado Partners
California
$13.4M +$687K +46,767 +7%
EARNEST Partners
9
EARNEST Partners
Georgia
$12.9M -$3.27M -222,334 -24%
CC
10
Clearline Capital
New York
$11M -$1.24M -84,676 -13%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$9.88M +$272K +18,523 +4%
Wells Fargo
12
Wells Fargo
California
$8.92M -$1.57M -106,743 -18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.87M +$228K +15,522 +3%
State Street
14
State Street
Massachusetts
$7.72M +$77.3K +5,266 +1%
Marshall Wace
15
Marshall Wace
United Kingdom
$7.3M +$372K +25,325 +7%
Millennium Management
16
Millennium Management
New York
$7.02M -$13M -887,102 -70%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$6.95M -$1.11M -75,638 -17%
PCM
18
Portolan Capital Management
Massachusetts
$6.82M -$2.87M -195,214 -35%
HIM
19
Hanlon Investment Management
New Jersey
$6.62M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.33M -$1.58M -107,829 -24%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$6.05M +$3.92M +266,917 +454%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$5.9M +$3.15M +214,486 +207%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$5.61M -$466K -31,695 -9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$5.45M +$4.31M +293,404 +244,503%
Morgan Stanley
25
Morgan Stanley
New York
$5.25M -$89.1K -6,064 -2%

EVER Hedge Fund Activity: Q1 2024 in Review

125 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q1 2024, worth a combined $386M — up 50% from $257M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EVER positions and 10 closed out — a net gain of 28 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $11M. The largest seller was Millennium Management, cutting an estimated $13M.

  • 125 institutional investors held EverQuote (EVER) as of Q1 2024, up from 97 in Q4 2023.
  • Funds reported $386M of EverQuote stock for Q1 2024, up 50% quarter-over-quarter.
  • 38 funds opened new EverQuote positions in Q1 2024 and 10 closed out, a net change of +28 holders.
  • The largest EverQuote buyer in Q1 2024 was Driehaus Capital Management, an estimated $11M added.
  • The largest EverQuote seller in Q1 2024 was Millennium Management, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2024.