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EverQuote

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

2% less capital invested

Capital invested by funds: $522M → $511M (-$10.6M)

9% less funds holding

Funds holding: 192175 (-17)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
175
Holders Change
-17
Holders Change %
-8.85%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
80
Reduced
44
Closed
47
Calls
$2.68M
Puts
$411K
Net Calls
+$2.27M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.3M +$11.5M +610,225 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.3M +$460K +24,347 +1%
UBS Group
3
UBS Group
Switzerland
$19M +$14.5M +768,928 +429%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$15.1M +$3.9M +206,755 +38%
TP
5
Toronado Partners
California
$14.4M +$5.07M +268,670 +60%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$13.1M +$3.05M +161,426 +33%
Qube Research & Technologies (QRT)
7
Qube Research & Technologies (QRT)
United Kingdom
$12.4M +$1.4M +74,232 +14%
DSCM
8
Divisadero Street Capital Management
Florida
$12.3M +$11.6M +615,866 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12M +$98.4K +5,210 +0.9%
FGP
10
Freestone Grove Partners
California
$11.6M +$11M +581,202 New
Marshall Wace
11
Marshall Wace
United Kingdom
$11.5M -$5.34M -282,909 -33%
State Street
12
State Street
Massachusetts
$11.3M +$657K +34,785 +7%
Millennium Management
13
Millennium Management
New York
$11.3M -$1.87M -98,889 -15%
Goldman Sachs
14
Goldman Sachs
New York
$11.1M +$1.25M +66,173 +14%
Renaissance Technologies
15
Renaissance Technologies
New York
$9.38M +$2.19M +116,100 +33%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$9.22M +$8.34M +441,815 +2,301%
GIM
17
Granahan Investment Management
Massachusetts
$9.17M -$4.9M -259,509 -36%
RA
18
Royce & Associates
New York
$8.99M -$2.65M -140,430 -24%
N
19
Nuveen
North Carolina
$8.48M +$1.13M +59,825 +16%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$8.31M -$3.86M -204,380 -33%
AQR Capital Management
21
AQR Capital Management
Connecticut
$7.89M +$3.03M +160,494 +68%
Squarepoint
22
Squarepoint
New York
$7.43M +$2.25M +119,189 +47%
HIM
23
Hanlon Investment Management
New Jersey
$6.86M -$94 -5 -0%
Charles Schwab
24
Charles Schwab
California
$6.18M +$1.3M +68,862 +29%
Citadel Advisors
25
Citadel Advisors
Florida
$6.11M -$2.41M -127,507 -29%

EVER Hedge Fund Activity: Q4 2024 in Review

175 of the 7,592 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.