Skillsoft
SKIL
53 hedge funds and large institutions have $506M invested in Skillsoft in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
39% more capital invested
Capital invested by funds: $364M → $506M (+$142M)
15% more funds holding
Funds holding: 46 → 53 (+7)
0.62% more ownership
Funds ownership: 2.66% → 3.28% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LH Capital Markets
New York
|
+$26.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$26.1M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$26.1M |
| 4 |
HI
HBK Investments
Dallas,
Texas
|
+$10.1M |
| 5 |
RIA
RP Investment Advisors
Toronto,
Ontario, Canada
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$14.1M |
| 2 |
CAC
Cowen and Company
New York
|
-$3.35M |
| 3 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$2.98M |
| 4 |
DKCM
Davidson Kempner Capital Management
New York
|
-$2.85M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $3K | -$2.71K | -13 | -50% |
|
|
BGIM
52
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $2.22K | +$2.09M | +10,000 | New |
|
|
JG
53
Jefferies Group
New York
| $1.64K | -$837K | -4,008 | -36% |
|
|
AFM
54
Anson Funds Management
Dallas,
Texas
| – | -$2.98M | -15,000 | Closed |
|
|
ESCM
55
Echo Street Capital Management
New York
| – | -$2.56M | -12,892 | Closed |
|
|
FTCM
56
Fir Tree Capital Management
New York
| – | -$2.07M | -10,424 | Closed |
|
|
AGM
57
Alpine Global Management
New York
| – | -$1.08M | -5,450 | Closed |
|
|
GCL
58
Glazer Capital LLC
New York
| – | -$199K | -1,000 | Closed |
|
SKIL Hedge Fund Activity: Q2 2020 in Review
53 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Skillsoft (SKIL) for Q2 2020, worth a combined $506M — up 39% from $364M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SKIL positions and 5 closed out — a net gain of 8 holders — while 10 added to existing stakes and 20 trimmed.
The largest buyer was LH Capital Markets, opening a new position worth an estimated $26.4M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $14.1M.
- 53 institutional investors held Skillsoft (SKIL) as of Q2 2020, up from 46 in Q1 2020.
- Funds reported $506M of Skillsoft stock for Q2 2020, up 39% quarter-over-quarter.
- 13 funds opened new Skillsoft positions in Q2 2020 and 5 closed out, a net change of +8 holders.
- The largest Skillsoft buyer in Q2 2020 was LH Capital Markets, an estimated $26.4M added.
- The largest Skillsoft seller in Q2 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2020.