Skillsoft
SKIL
36 hedge funds and large institutions have $251M invested in Skillsoft in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
55% more capital invested
Capital invested by funds: $162M → $251M (+$89M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more funds holding
Funds holding: 26 → 36 (+10)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0.59% more ownership
Funds ownership: 1.17% → 1.76% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$19.4M |
| 2 |
DKCM
Davidson Kempner Capital Management
New York
|
+$18.4M |
| 3 |
HI
HBK Investments
Dallas,
Texas
|
+$11.3M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$8.12M |
| 5 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$7.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$8.52M |
| 2 |
MCM
Moore Capital Management
New York
|
-$7.01M |
| 3 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$5.76M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$3.05M |
| 5 |
OCAM
Owl Creek Asset Management
New York
|
-$2.99M |
SKIL Hedge Fund Activity: Q4 2019 in Review
36 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Skillsoft (SKIL) for Q4 2019, worth a combined $251M — up 55% from $162M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SKIL positions and 7 closed out — a net gain of 11 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $19.4M. The largest seller was Mangrove Partners, exiting entirely with an estimated $8.52M sold.
- 36 institutional investors held Skillsoft (SKIL) as of Q4 2019, up from 26 in Q3 2019.
- Funds reported $251M of Skillsoft stock for Q4 2019, up 55% quarter-over-quarter.
- 18 funds opened new Skillsoft positions in Q4 2019 and 7 closed out, a net change of +11 holders.
- The largest Skillsoft buyer in Q4 2019 was Polar Asset Management Partners, an estimated $19.4M added.
- The largest Skillsoft seller in Q4 2019 was Mangrove Partners, an estimated $8.52M sold.
Based on aggregated 13F filings for Q4 2019.