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SelectQuote

183 hedge funds and large institutions have $933M invested in SelectQuote in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $15M | Put options by funds: $4.88M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

3% more funds holding

Funds holding: 177183 (+6)

7.23% less ownership

Funds ownership: 70.14%62.91% (-7.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less capital invested

Capital invested by funds: $1.49B → $933M (-$554M)

Holders
183
Holders Change
+6
Holders Change %
+3.39%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
34
Increased
64
Reduced
56
Closed
27
Calls
$15M
Puts
$4.88M
Net Calls
+$10.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.14M +$3.8M +346,378 +1,082,431%
Legal & General Group
27
Legal & General Group
United Kingdom
$3.08M +$469K +42,833 +14%
BMCM
28
Bryn Mawr Capital Management
Pennsylvania
$2.92M
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$2.84M +$3.44M +313,647 New
BAM
30
Burgundy Asset Management
Ontario, Canada
$2.79M +$3.38M +308,271 New
Norges Bank
31
Norges Bank
Norway
$2.77M -$2.14M -194,794 -39%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$2.74M +$3.31M +302,304 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.73M +$27.2K +2,485 +0.8%
TCOV
34
Trust Company of Vermont
Vermont
$2.73M
JMPWA
35
JP Morgan Private Wealth Advisors
California
$2.61M +$49.4K +4,508 +2%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$2.56M
PPA
37
Parametric Portfolio Associates
Washington
$2.48M -$49.4K -4,507 -2%
Holocene Advisors
38
Holocene Advisors
New York
$2.44M +$864K +78,864 +41%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.4M +$2.9M +264,929 New
PCA
40
Personal Capital Advisors
California
$2.33M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.31M +$538K +49,126 +24%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.3M -$286K -26,105 -9%
Invesco
43
Invesco
Georgia
$1.97M +$445K +40,569 +23%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$1.86M +$1.94M +176,673 +618%
Bank of America
45
Bank of America
North Carolina
$1.76M +$742K +67,666 +53%
SFI
46
Susquehanna Fundamental Investments
Pennsylvania
$1.75M +$235K +21,477 +12%
CS
47
Credit Suisse
Switzerland
$1.72M -$32.1K -2,928 -2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.66M -$144K -13,117 -7%
Victory Capital Management
49
Victory Capital Management
Texas
$1.65M +$577K +52,678 +41%
UB
50
UMB Bank
Missouri
$1.56M +$1.1M +100,000 +139%

SLQT Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q4 2021, worth a combined $933M — down 37% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SLQT positions and 27 closed out — a net gain of 7 holders — while 64 added to existing stakes and 56 trimmed.

The largest buyer was Abrams Bison Investments, adding an estimated $43.8M. The largest seller was Parnassus Investments, exiting entirely with an estimated $90.8M sold.

  • 183 institutional investors held SelectQuote (SLQT) as of Q4 2021, up from 177 in Q3 2021.
  • Funds reported $933M of SelectQuote stock for Q4 2021, down 37% quarter-over-quarter.
  • 34 funds opened new SelectQuote positions in Q4 2021 and 27 closed out, a net change of +7 holders.
  • The largest SelectQuote buyer in Q4 2021 was Abrams Bison Investments, an estimated $43.8M added.
  • The largest SelectQuote seller in Q4 2021 was Parnassus Investments, an estimated $90.8M sold.

Based on aggregated 13F filings for Q4 2021.