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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
SG Americas Securities
51
SG Americas Securities
New York
$140K +$8.69K +6,660 +7%
CW
52
CreativeOne Wealth
Kansas
$140K +$33.9K +26,000 +34%
Corient Private Wealth
53
Corient Private Wealth
Florida
$134K +$35.5K +27,227 +38%
FWP
54
FAS Wealth Partners
Kansas
$134K
Two Sigma Advisers
55
Two Sigma Advisers
New York
$131K +$30.4K +23,300 +32%
Jane Street
56
Jane Street
New York
$128K +$122K +93,662 New
American Century Companies
57
American Century Companies
Missouri
$106K -$459 -352 -0.5%
MIM
58
MetLife Investment Management
New Jersey
$99.7K
AIG
59
American International Group
New York
$92.9K -$356 -273 -0.4%
OWM
60
Opes Wealth Management
California
$81.5K
VOYA Investment Management
61
VOYA Investment Management
Georgia
$76.4K
Deutsche Bank
62
Deutsche Bank
Germany
$76K
William Blair & Company
63
William Blair & Company
Illinois
$75.3K
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.2K -$2.85K -2,185 -4%
MGIA
65
Moneta Group Investment Advisors
Missouri
$73.8K
Creative Planning
66
Creative Planning
Kansas
$66.8K
MFA
67
Mayflower Financial Advisors
Massachusetts
$63.3K
FPGK
68
Financial Partners Group (Kansas)
Kansas
$62.8K +$1.08K +830 +2%
TWM
69
TriaGen Wealth Management
California
$55.5K +$26.1K +20,000 +98%
LPL Financial
70
LPL Financial
California
$54.9K +$12 +9 +0%
CFM
71
Crawford Fund Management
Massachusetts
$50.9K +$48.5K +37,170 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$49.9K +$108 +83 +0.2%
AG
73
Algert Global
California
$49K -$26.9K -20,640 -36%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$48.6K +$46.2K +35,441 New
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$48K +$7.01K +5,371 +18%

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.