Skillsoft
SKIL
77 hedge funds and large institutions have $636M invested in Skillsoft in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 13 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
7% more funds holding
Funds holding: 72 → 77 (+5)
0.1% more ownership
Funds ownership: 3.85% → 3.95% (+0.1%)
32% less capital invested
Capital invested by funds: $930M → $636M (-$293M)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$12.2M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$10.5M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$9.03M |
| 4 |
Goldman Sachs
New York
|
+$8.9M |
| 5 |
AWG
Alpha Wave Global
New York
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$18.3M |
| 2 |
PIM
Paradice Investment Management
Denver,
Colorado
|
-$15.9M |
| 3 |
BSP
Benefit Street Partners
New York
|
-$8.45M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$7.63M |
| 5 |
BlackRock
New York
|
-$3.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
PF
77
Phoenix Financial
Givatayim,
Israel
| – | -$18.3M | -99,832 | Closed |
|
|
BSP
78
Benefit Street Partners
New York
| – | -$8.45M | -46,192 | Closed |
|
|
UOC
79
UBS O'Connor
Chicago,
Illinois
| – | -$7.63M | -41,682 | Closed |
|
|
ACM
80
Atalaya Capital Management
New York
| – | -$1.47M | -8,026 | Closed |
|
|
CC
81
Clearline Capital
New York
| – | -$581K | -3,176 | Closed |
|
82
VanEck Associates
New York
| – | -$217K | -1,184 | Closed |
|
83
Two Sigma Investments
New York
| – | -$209K | -1,141 | Closed |
|
|
MFS
84
Mirabella Financial Services
London,
United Kingdom
| – | -$137K | -750 | Closed |
|
85
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$119K | -652 | Closed |
|
86
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$102K | -557 | Closed |
|
|
TA
87
Teton Advisors
Rye,
New York
| – | -$101K | -550 | Closed |
|
88
Daiwa Securities Group
Tokyo,
Japan
| – | -$35K | -190 | Closed |
|
|
CG
89
Cutler Group
San Francisco,
California
| – | -$34K | -188 | Closed |
|
SKIL Hedge Fund Activity: Q1 2022 in Review
77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Skillsoft (SKIL) for Q1 2022, worth a combined $636M — down 32% from $930M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SKIL positions and 13 closed out — a net gain of 5 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was Polen Capital Management, opening a new position worth an estimated $12.2M. The largest seller was Phoenix Financial, exiting entirely with an estimated $18.3M sold.
- 77 institutional investors held Skillsoft (SKIL) as of Q1 2022, up from 72 in Q4 2021.
- Funds reported $636M of Skillsoft stock for Q1 2022, down 32% quarter-over-quarter.
- 18 funds opened new Skillsoft positions in Q1 2022 and 13 closed out, a net change of +5 holders.
- The largest Skillsoft buyer in Q1 2022 was Polen Capital Management, an estimated $12.2M added.
- The largest Skillsoft seller in Q1 2022 was Phoenix Financial, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2022.