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SelectQuote

128 hedge funds and large institutions have $89.2M invested in SelectQuote in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $130K | Put options by funds: $47K

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 127128 (+1)

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

4% less ownership

Funds ownership: 49.48%45.48% (-4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less capital invested

Capital invested by funds: $161M → $89.2M (-$71.5M)

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
38
Reduced
42
Closed
8
Calls
$130K
Puts
$47K
Net Calls
+$83K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
26
Kavar Capital Partners Group
Kansas
$373K +$435K +287,836 +935%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$367K +$316 +209 +0.1%
Federated Hermes
28
Federated Hermes
Pennsylvania
$328K
Invesco
29
Invesco
Georgia
$305K +$2.68K +1,776 +0.7%
Empower Advisory Group
30
Empower Advisory Group
Colorado
$301K
Renaissance Technologies
31
Renaissance Technologies
New York
$294K -$753K -498,786 -67%
Two Sigma Investments
32
Two Sigma Investments
New York
$280K -$655K -433,683 -64%
PAM
33
Panagora Asset Management
Massachusetts
$279K -$264K -175,081 -42%
BFM
34
Boothbay Fund Management
New York
$257K -$194K -128,343 -37%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$247K +$1.42K +940 +0.4%
AllianceBernstein
36
AllianceBernstein
Tennessee
$246K -$9.42K -6,240 -3%
UB
37
UMB Bank
Missouri
$234K
Goldman Sachs
38
Goldman Sachs
New York
$180K -$173K -114,302 -43%
JP Morgan Chase
39
JP Morgan Chase
New York
$179K -$42.9K -28,443 -16%
LNC
40
Lincoln National Corp
Pennsylvania
$179K
Wells Fargo
41
Wells Fargo
California
$144K -$30.3K -20,085 -14%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$134K -$64.5K -42,739 -27%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$129K +$11.2K +7,425 +7%
AQR Capital Management
44
AQR Capital Management
Connecticut
$116K +$6.67K +4,415 +5%
FWP
45
FAS Wealth Partners
Kansas
$114K
Squarepoint
46
Squarepoint
New York
$114K +$147K +97,456 New
SG Americas Securities
47
SG Americas Securities
New York
$111K +$99.3K +65,760 +223%
UBS Group
48
UBS Group
Switzerland
$97.7K -$13.9K -9,183 -10%
American Century Companies
49
American Century Companies
Missouri
$91K +$47.5K +31,480 +68%
CW
50
CreativeOne Wealth
Kansas
$89K

SLQT Hedge Fund Activity: Q3 2023 in Review

128 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q3 2023, worth a combined $89.2M — down 45% from $161M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SLQT positions and 8 closed out — a net gain of 1 holder — while 38 added to existing stakes and 42 trimmed.

The largest buyer was Mariner, adding an estimated $860K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $5.19M sold.

  • 128 institutional investors held SelectQuote (SLQT) as of Q3 2023, up from 127 in Q2 2023.
  • Funds reported $89.2M of SelectQuote stock for Q3 2023, down 45% quarter-over-quarter.
  • 9 funds opened new SelectQuote positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest SelectQuote buyer in Q3 2023 was Mariner, an estimated $860K added.
  • The largest SelectQuote seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q3 2023.