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EverQuote

159 hedge funds and large institutions have $484M invested in EverQuote in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more call options, than puts

Call options by funds: $7.14M | Put options by funds: $781K

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

27% more funds holding

Funds holding: 125159 (+34)

25% more capital invested

Capital invested by funds: $386M → $484M (+$98M)

7.02% more ownership

Funds ownership: 72.67%79.69% (+7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
159
Holders Change
+34
Holders Change %
+27.2%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
54
Reduced
41
Closed
20
Calls
$7.14M
Puts
$781K
Net Calls
+$6.36M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45M +$9.75M +461,144 +27%
DCM
2
Driehaus Capital Management
Illinois
$42.5M +$3.58M +169,333 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37M +$13M +616,831 +53%
Bank of America
4
Bank of America
North Carolina
$21.2M -$7.12M -336,540 -25%
GIM
5
Granahan Investment Management
Massachusetts
$16.6M -$6.61M -312,458 -28%
RA
6
Royce & Associates
New York
$14.2M -$4.28M -202,244 -23%
TP
7
Toronado Partners
California
$13.5M -$1.68M -79,454 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.2M +$1.29M +60,988 +13%
State Street
9
State Street
Massachusetts
$11.2M +$2.55M +120,456 +29%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$11.1M +$18.8K +890 +0.2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$10.8M +$4.21M +199,187 +63%
EARNEST Partners
12
EARNEST Partners
Georgia
$9.76M -$4.82M -227,742 -33%
Marshall Wace
13
Marshall Wace
United Kingdom
$9.7M +$1.51M +71,491 +18%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$9.25M +$2.49M +117,758 +36%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$8.85M -$7.44M -352,068 -45%
CC
16
Clearline Capital
New York
$8.72M -$3.69M -174,476 -29%
SPPAM
17
Summit Partners Public Asset Management
Massachusetts
$8.59M +$4.15M +196,271 +91%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$7.84M +$24.3K +1,150 +0.3%
Wells Fargo
19
Wells Fargo
California
$7.65M -$2.41M -114,136 -24%
HIM
20
Hanlon Investment Management
New Jersey
$7.44M -$4.23K -200 -0.1%
Millennium Management
21
Millennium Management
New York
$7.28M -$620K -29,348 -8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$6.57M +$458K +21,669 +7%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$6.27M +$5.43M +256,635 +583%
Renaissance Technologies
24
Renaissance Technologies
New York
$6.13M +$4.77M +225,700 +332%
Citadel Advisors
25
Citadel Advisors
Florida
$6.11M +$3.12M +147,553 +101%

EVER Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q2 2024, worth a combined $484M — up 25% from $386M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EVER positions and 20 closed out — a net gain of 34 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $13M. The largest seller was Baillie Gifford & Co, cutting an estimated $7.44M.

  • 159 institutional investors held EverQuote (EVER) as of Q2 2024, up from 125 in Q1 2024.
  • Funds reported $484M of EverQuote stock for Q2 2024, up 25% quarter-over-quarter.
  • 54 funds opened new EverQuote positions in Q2 2024 and 20 closed out, a net change of +34 holders.
  • The largest EverQuote buyer in Q2 2024 was Vanguard Group, an estimated $13M added.
  • The largest EverQuote seller in Q2 2024 was Baillie Gifford & Co, an estimated $7.44M sold.

Based on aggregated 13F filings for Q2 2024.