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SelectQuote

119 hedge funds and large institutions have $54.6M invested in SelectQuote in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

535% more call options, than puts

Call options by funds: $108K | Put options by funds: $17K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13.62% less ownership

Funds ownership: 62.4%48.78% (-14%)

26% less funds holding

Funds holding: 161119 (-42)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

27% less capital invested

Capital invested by funds: $74.9M → $54.6M (-$20.3M)

75% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 52

Holders
119
Holders Change
-42
Holders Change %
-26.09%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
31
Reduced
42
Closed
52
Calls
$108K
Puts
$17K
Net Calls
+$91K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$267K -$311K -475,126 -54%
BMCM
27
Bryn Mawr Capital Management
Pennsylvania
$217K
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$211K
Jane Street
29
Jane Street
New York
$202K +$91.8K +140,228 +88%
Morgan Stanley
30
Morgan Stanley
New York
$188K -$120K -183,723 -40%
PCA
31
Personal Capital Advisors
California
$173K
PAM
32
Panagora Asset Management
Massachusetts
$167K
Bank of America
33
Bank of America
North Carolina
$161K +$59.4K +90,703 +61%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$154K +$150K +228,500 New
AP
35
Atwood & Palmer
Missouri
$147K
ECM
36
Evergreen Capital Management
Washington
$146K +$142K +217,109 New
Creative Planning
37
Creative Planning
Kansas
$143K +$110K +167,373 +371%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$140K -$70K -106,917 -34%
NYLIM
39
New York Life Investment Management
New York
$136K +$14.1K +21,540 +12%
AllianceBernstein
40
AllianceBernstein
Tennessee
$134K -$2.62K -4,000 -2%
UB
41
UMB Bank
Missouri
$125K
FPGK
42
Financial Partners Group (Kansas)
Kansas
$122K +$825 +1,261 +2%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$121K
Goldman Sachs
44
Goldman Sachs
New York
$115K +$23.8K +36,350 +27%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$79K -$34.7K -52,973 -31%
SEI Investments
46
SEI Investments
Pennsylvania
$78.5K
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$76.4K -$93.2K -142,358 -56%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$76K -$27.3K -41,729 -27%
Truist Financial
49
Truist Financial
North Carolina
$75.1K
JP Morgan Chase
50
JP Morgan Chase
New York
$75K +$2.21K +3,380 +3%

SLQT Hedge Fund Activity: Q4 2022 in Review

119 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q4 2022, worth a combined $54.6M — down 27% from $74.9M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SLQT and 13 opened new positions — a net loss of 39 holders — while 42 trimmed existing stakes and 31 added.

The largest buyer was Millennium Management, adding an estimated $1.1M. The largest seller was BlackRock, cutting an estimated $7.19M.

  • 119 institutional investors held SelectQuote (SLQT) as of Q4 2022, down from 161 in Q3 2022.
  • Funds reported $54.6M of SelectQuote stock for Q4 2022, down 27% quarter-over-quarter.
  • 13 funds opened new SelectQuote positions in Q4 2022 and 52 closed out, a net change of -39 holders.
  • The largest SelectQuote buyer in Q4 2022 was Millennium Management, an estimated $1.1M added.
  • The largest SelectQuote seller in Q4 2022 was BlackRock, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2022.