Skillsoft
SKIL
96 hedge funds and large institutions have $409M invested in Skillsoft in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 15 closing their positions.
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
25% more funds holding
Funds holding: 77 → 96 (+19)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
0.15% less ownership
Funds ownership: 3.95% → 3.8% (-0.15%)
36% less capital invested
Capital invested by funds: $636M → $409M (-$228M)
96% less call options, than puts
Call options by funds: $103K | Put options by funds: $2.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Naspers
South Africa
|
+$58M |
| 2 |
BlackRock
New York
|
+$18.9M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$9.68M |
| 4 |
IVAV
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
+$8.59M |
| 5 |
PC
Pelham Capital
London,
United Kingdom
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.9M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$5.41M |
| 3 |
AWG
Alpha Wave Global
New York
|
-$5.34M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$4.64M |
| 5 |
Barclays
London,
United Kingdom
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$222K | -1,838 | Closed |
|
|
SM
102
Sciencast Management
Princeton,
New Jersey
| – | -$172K | -1,590 | Closed |
|
103
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$190K | -1,570 | Closed |
|
104
Balyasny Asset Management
Chicago,
Illinois
| – | -$102K | -841 | Closed |
|
|
PP
105
PDT Partners
New York
| – | -$93K | -772 | Closed |
|
106
Wolverine Trading
Chicago,
Illinois
| – | -$76K | -611 | Closed |
|
|
OMC
107
Old Mission Capital
Chicago,
Illinois
| – | -$72K | -599 | Closed |
|
|
OR
108
Olympiad Research
Stamford,
Connecticut
| – | -$68K | -567 | Closed |
|
|
OCM
109
Ovata Capital Management
Hong Kong
| – | -$3K | -21 | Closed |
|
SKIL Hedge Fund Activity: Q2 2022 in Review
96 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Skillsoft (SKIL) for Q2 2022, worth a combined $409M — down 36% from $636M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SKIL positions and 15 closed out — a net gain of 19 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Naspers, adding an estimated $58M. The largest seller was Goldman Sachs, cutting an estimated $6.9M.
- 96 institutional investors held Skillsoft (SKIL) as of Q2 2022, up from 77 in Q1 2022.
- Funds reported $409M of Skillsoft stock for Q2 2022, down 36% quarter-over-quarter.
- 34 funds opened new Skillsoft positions in Q2 2022 and 15 closed out, a net change of +19 holders.
- The largest Skillsoft buyer in Q2 2022 was Naspers, an estimated $58M added.
- The largest Skillsoft seller in Q2 2022 was Goldman Sachs, an estimated $6.9M sold.
Based on aggregated 13F filings for Q2 2022.