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SelectQuote

127 hedge funds and large institutions have $161M invested in SelectQuote in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $340K | Put options by funds: $87K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 122127 (+5)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.95% less ownership

Funds ownership: 50.43%49.48% (-0.95%)

12% less capital invested

Capital invested by funds: $182M → $161M (-$21.3M)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
40
Reduced
37
Closed
10
Calls
$340K
Puts
$87K
Net Calls
+$253K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
FAS Wealth Partners
Kansas
$190K -$855 -508 -0.5%
AQR Capital Management
52
AQR Capital Management
Connecticut
$184K +$159K +94,575 New
UBS Group
53
UBS Group
Switzerland
$181K +$63.3K +37,610 +68%
CW
54
CreativeOne Wealth
Kansas
$149K +$95.1K +56,495 +287%
CSS
55
Cubist Systematic Strategies
Connecticut
$146K +$50.1K +29,745 +66%
Franklin Resources
56
Franklin Resources
California
$144K +$107K +63,633 +636%
MIM
57
MetLife Investment Management
New Jersey
$142K
Corient Private Wealth
58
Corient Private Wealth
Florida
$138K
AG
59
Algert Global
California
$135K -$69.4K -41,240 -37%
AIG
60
American International Group
New York
$128K +$561 +333 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$124K +$38.5K +22,867 +56%
OWM
62
Opes Wealth Management
California
$116K
HighTower Advisors
63
HighTower Advisors
Illinois
$112K
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110K +$46K +27,295 +94%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$109K +$2.86K +1,700 +3%
Deutsche Bank
66
Deutsche Bank
Germany
$109K -$44.4K -26,339 -32%
William Blair & Company
67
William Blair & Company
Illinois
$107K
MGIA
68
Moneta Group Investment Advisors
Missouri
$105K
CFG
69
CNO Financial Group
Indiana
$98.5K
BCI
70
Brinker Capital Investments
Pennsylvania
$96.7K -$39.4K -23,406 -32%
OPS
71
Orion Portfolio Solutions
Nebraska
$96.7K -$39.4K -23,406 -32%
Creative Planning
72
Creative Planning
Kansas
$95.1K -$21K -12,446 -20%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$93K -$16.5K -9,800 -17%
American Century Companies
74
American Century Companies
Missouri
$90.4K +$78K +46,337 New
MFA
75
Mayflower Financial Advisors
Massachusetts
$90.1K

SLQT Hedge Fund Activity: Q2 2023 in Review

127 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q2 2023, worth a combined $161M — down 12% from $182M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SLQT positions and 10 closed out — a net gain of 5 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $1.93M. The largest seller was D.E. Shaw & Co, cutting an estimated $2.43M.

  • 127 institutional investors held SelectQuote (SLQT) as of Q2 2023, up from 122 in Q1 2023.
  • Funds reported $161M of SelectQuote stock for Q2 2023, down 12% quarter-over-quarter.
  • 15 funds opened new SelectQuote positions in Q2 2023 and 10 closed out, a net change of +5 holders.
  • The largest SelectQuote buyer in Q2 2023 was Fuller & Thaler Asset Management, an estimated $1.93M added.
  • The largest SelectQuote seller in Q2 2023 was D.E. Shaw & Co, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2023.