EverQuote
EVER
175 hedge funds and large institutions have $511M invested in EverQuote in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 47 closing their positions.
552% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $411K
82% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 44
1.94% more ownership
Funds ownership: 78.63% → 80.57% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $522M → $511M (-$10.6M)
9% less funds holding
Funds holding: 192 → 175 (-17)
30% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.5M |
| 2 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$11.6M |
| 3 |
BlackRock
New York
|
+$11.5M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$8.34M |
| 5 |
TP
Toronado Partners
San Francisco,
California
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$13.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.1M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$10.6M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.81M |
| 5 |
JP Morgan Chase
New York
|
-$6.22M |
EVER Hedge Fund Activity: Q4 2024 in Review
175 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in EverQuote (EVER) for Q4 2024, worth a combined $511M — down 2% from $522M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of EVER and 33 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 80 added.
The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.5M sold.
- 175 institutional investors held EverQuote (EVER) as of Q4 2024, down from 192 in Q3 2024.
- Funds reported $511M of EverQuote stock for Q4 2024, down 2% quarter-over-quarter.
- 33 funds opened new EverQuote positions in Q4 2024 and 47 closed out, a net change of -14 holders.
- The largest EverQuote buyer in Q4 2024 was UBS Group, an estimated $14.5M added.
- The largest EverQuote seller in Q4 2024 was Emerald Advisers, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2024.