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SelectQuote

123 hedge funds and large institutions have $117M invested in SelectQuote in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31,250% more call options, than puts

Call options by funds: $627K | Put options by funds: $2K

43% more capital invested

Capital invested by funds: $81.8M → $117M (+$35.2M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 123123 (0)

0.98% less ownership

Funds ownership: 35.6%34.62% (-0.98%)

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
33
Reduced
45
Closed
16
Calls
$627K
Puts
$2K
Net Calls
+$625K
Net Calls Change
+$467K
Name Holding Trade Value Shares
Change
Change in
Stake
XT
26
XTX Topco
Cayman Islands
$673K +$104K +69,576 +26%
BMCM
27
Bryn Mawr Capital Management
Pennsylvania
$645K
KCPG
28
Kavar Capital Partners Group
Kansas
$631K -$472K -315,636 -50%
Goldman Sachs
29
Goldman Sachs
New York
$525K +$164K +109,481 +72%
Empower Advisory Group
30
Empower Advisory Group
Colorado
$515K
Citadel Advisors
31
Citadel Advisors
Florida
$505K +$377K +252,292 New
Federated Hermes
32
Federated Hermes
Pennsylvania
$499K -$1.56K -1,047 -0.4%
Invesco
33
Invesco
Georgia
$455K -$71.2K -47,587 -17%
PAM
34
Panagora Asset Management
Massachusetts
$442K -$25.7K -17,168 -7%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$429K +$12.7K +8,465 +4%
UB
36
UMB Bank
Missouri
$400K
AllianceBernstein
37
AllianceBernstein
Tennessee
$396K -$19.7K -13,189 -6%
UBS Group
38
UBS Group
Switzerland
$384K +$87.5K +58,516 +44%
LNC
39
Lincoln National Corp
Pennsylvania
$306K +$120 +80 +0.1%
Bank of America
40
Bank of America
North Carolina
$264K -$136K -91,215 -41%
Wells Fargo
41
Wells Fargo
California
$263K -$37 -25 -0%
Barclays
42
Barclays
United Kingdom
$236K -$138K -92,374 -44%
CFM
43
Crawford Fund Management
Massachusetts
$234K +$120K +79,988 +215%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$215K -$10.1K -6,779 -6%
DC
45
Diametric Capital
Massachusetts
$203K +$152K +101,666 New
CW
46
CreativeOne Wealth
Kansas
$202K -$1.68K -1,125 -1%
Corient Private Wealth
47
Corient Private Wealth
Florida
$196K
FWP
48
FAS Wealth Partners
Kansas
$195K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$195K -$16.1K -10,758 -10%
Creative Planning
50
Creative Planning
Kansas
$169K +$53.2K +35,609 +73%

SLQT Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q1 2024, worth a combined $117M — up 43% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SLQT positions and 16 closed out — a net gain of 1 holder — while 33 added to existing stakes and 45 trimmed.

The largest buyer was Mariner, adding an estimated $4.51M. The largest seller was G2 Investment Partners Management, exiting entirely with an estimated $3.46M sold.

  • 123 institutional investors held SelectQuote (SLQT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $117M of SelectQuote stock for Q1 2024, up 43% quarter-over-quarter.
  • 17 funds opened new SelectQuote positions in Q1 2024 and 16 closed out, a net change of +1 holder.
  • The largest SelectQuote buyer in Q1 2024 was Mariner, an estimated $4.51M added.
  • The largest SelectQuote seller in Q1 2024 was G2 Investment Partners Management, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2024.