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Skillsoft

92 hedge funds and large institutions have $219M invested in Skillsoft in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

0.16% less ownership

Funds ownership: 3.8%3.64% (-0.16%)

4% less funds holding

Funds holding: 9692 (-4)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

46% less capital invested

Capital invested by funds: $409M → $219M (-$189M)

98% less call options, than puts

Call options by funds: $19K | Put options by funds: $1.02M

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.58%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
15
Increased
36
Reduced
22
Closed
19
Calls
$19K
Puts
$1.02M
Net Calls
-$1M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Naspers
South Africa
$112M +$39.4K +574 +0%
PIM
2
Paradice Investment Management
Colorado
$16.3M +$408K +5,946 +1%
LC
3
Lodbrok Capital
United Kingdom
$14M -$2.09M -30,437 -7%
PC
4
Pelham Capital
United Kingdom
$10.9M -$1.19M -17,345 -6%
BlackRock
5
BlackRock
New York
$10.3M +$530K +7,724 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.45M +$3.82M +55,603 +32%
EVM
7
Eaton Vance Management
Massachusetts
$3.33M -$9.91M -144,406 -61%
Polen Capital Management
8
Polen Capital Management
Florida
$3.24M
IVAV
9
Index Venture Associates VI
Jersey
$3.06M +$11.9K +173 +0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.73M +$96.3K +1,403 +2%
N
11
Nuveen
North Carolina
$2.67M -$219K -3,196 -4%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$2.66M +$854K +12,441 +21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.6M +$102K +1,485 +2%
AIMCA
14
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.45M +$137 +2 +0%
State Street
15
State Street
Massachusetts
$2.37M +$1.03M +14,931 +30%
ACM
16
AREX Capital Management
New York
$2.19M -$223K -3,250 -5%
LIM
17
Lingotto Investment Management
United Kingdom
$2.11M
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$1.73M -$40.5K -590 -1%
BSP
19
Benefit Street Partners
New York
$1.7M
Morgan Stanley
20
Morgan Stanley
New York
$1.55M +$188K +2,742 +7%
UOC
21
UBS O'Connor
Illinois
$1.53M
CS
22
Credit Suisse
Switzerland
$1.36M +$78.6K +1,145 +3%
Northern Trust
23
Northern Trust
Illinois
$1.27M -$40.2K -586 -2%
CCM
24
Corsair Capital Management
New York
$798K -$2.16M -31,454 -59%
AFA
25
Alta Fundamental Advisers
New York
$740K

SKIL Hedge Fund Activity: Q3 2022 in Review

92 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Skillsoft (SKIL) for Q3 2022, worth a combined $219M — down 46% from $409M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SKIL and 15 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 36 added.

The largest buyer was Vanguard Group, adding an estimated $3.82M. The largest seller was Eaton Vance Management, cutting an estimated $9.91M.

  • 92 institutional investors held Skillsoft (SKIL) as of Q3 2022, down from 96 in Q2 2022.
  • Funds reported $219M of Skillsoft stock for Q3 2022, down 46% quarter-over-quarter.
  • 15 funds opened new Skillsoft positions in Q3 2022 and 19 closed out, a net change of -4 holders.
  • The largest Skillsoft buyer in Q3 2022 was Vanguard Group, an estimated $3.82M added.
  • The largest Skillsoft seller in Q3 2022 was Eaton Vance Management, an estimated $9.91M sold.

Based on aggregated 13F filings for Q3 2022.