Skillsoft
SKIL
78 hedge funds and large institutions have $641M 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 12 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
8% more funds holding
Funds holding: 72 → 78 (+6)
0.13% more ownership
Funds ownership: 3.85% → 3.98% (+0.13%)
31% less capital invested
Capital invested by funds: $930M → $641M (-$288M)
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 |
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 |
BlackRock
New York
|
-$3.95M |
| 5 |
CCM
Corsair Capital Management
New York
|
-$1.88M |
SKIL Hedge Fund Activity: Q1 2022 in Review
78 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Skillsoft (SKIL) for Q1 2022, worth a combined $641M — down 31% from $930M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SKIL positions and 12 closed out — a net gain of 6 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.
- 78 institutional investors held Skillsoft (SKIL) as of Q1 2022, up from 72 in Q4 2021.
- Funds reported $641M of Skillsoft stock for Q1 2022, down 31% quarter-over-quarter.
- 18 funds opened new Skillsoft positions in Q1 2022 and 12 closed out, a net change of +6 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.