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SelectQuote

123 hedge funds and large institutions have $81.8M invested in SelectQuote in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more call options, than puts

Call options by funds: $192K | Put options by funds: $34K

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

4% less funds holding

Funds holding: 128123 (-5)

8% less capital invested

Capital invested by funds: $89.2M → $81.8M (-$7.42M)

9.87% less ownership

Funds ownership: 45.48%35.6% (-9.9%)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
39
Reduced
30
Closed
16
Calls
$192K
Puts
$34K
Net Calls
+$158K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
26
Bryn Mawr Capital Management
Pennsylvania
$442K
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$430K
Invesco
28
Invesco
Georgia
$377K +$19.3K +14,809 +6%
JP Morgan Chase
29
JP Morgan Chase
New York
$373K +$155K +118,632 +77%
XT
30
XTX Topco
Cayman Islands
$366K -$70.3K -53,875 -17%
Empower Advisory Group
31
Empower Advisory Group
Colorado
$353K
Federated Hermes
32
Federated Hermes
Pennsylvania
$343K -$39.2K -30,024 -11%
Two Sigma Investments
33
Two Sigma Investments
New York
$331K +$3.59K +2,749 +1%
PAM
34
Panagora Asset Management
Massachusetts
$326K -$421 -323 -0.1%
Bank of America
35
Bank of America
North Carolina
$306K -$380K -291,567 -57%
AllianceBernstein
36
AllianceBernstein
Tennessee
$290K +$1.34K +1,030 +0.5%
Barclays
37
Barclays
United Kingdom
$288K +$213K +163,284 +346%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$282K -$6.45K -4,940 -2%
UB
39
UMB Bank
Missouri
$274K
Goldman Sachs
40
Goldman Sachs
New York
$210K -$583 -447 -0.3%
LNC
41
Lincoln National Corp
Pennsylvania
$209K
AQR Capital Management
42
AQR Capital Management
Connecticut
$207K +$68.2K +52,269 +53%
UBS Group
43
UBS Group
Switzerland
$183K +$65.5K +50,213 +60%
Wells Fargo
44
Wells Fargo
California
$180K +$10.7K +8,191 +7%
BCM
45
Bridgeway Capital Management
Texas
$171K +$163K +124,835 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$165K +$12.5K +9,567 +9%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$157K
EC
48
EntryPoint Capital
New York
$151K +$144K +110,116 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$148K +$57.3K +43,929 +68%
Squarepoint
50
Squarepoint
New York
$148K +$13.8K +10,574 +11%

SLQT Hedge Fund Activity: Q4 2023 in Review

123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q4 2023, worth a combined $81.8M — down 8.3% from $89.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SLQT and 13 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 39 added.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was G2 Investment Partners Management, cutting an estimated $2.1M.

  • 123 institutional investors held SelectQuote (SLQT) as of Q4 2023, down from 128 in Q3 2023.
  • Funds reported $81.8M of SelectQuote stock for Q4 2023, down 8.3% quarter-over-quarter.
  • 13 funds opened new SelectQuote positions in Q4 2023 and 16 closed out, a net change of -3 holders.
  • The largest SelectQuote buyer in Q4 2023 was Morgan Stanley, an estimated $1.61M added.
  • The largest SelectQuote seller in Q4 2023 was G2 Investment Partners Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2023.