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SelectQuote

122 hedge funds and large institutions have $182M invested in SelectQuote in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $479K | Put options by funds: $112K

234% more capital invested

Capital invested by funds: $54.6M → $182M (+$128M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

3% more funds holding

Funds holding: 119122 (+3)

1.65% more ownership

Funds ownership: 48.78%50.43% (+1.7%)

Holders
122
Holders Change
+3
Holders Change %
+2.52%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
37
Reduced
31
Closed
19
Calls
$479K
Puts
$112K
Net Calls
+$367K
Net Calls Change
+$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$25.7K +$14K +8,666 +271%
EGM
102
Engineers Gate Manager
New York
$25.7K +$19.1K +11,853 New
AIP
103
Ameritas Investment Partners
Nebraska
$23.1K
TWM
104
TriaGen Wealth Management
California
$22.8K
LPL Financial
105
LPL Financial
California
$22.2K +$16.5K +10,225 New
Franklin Resources
106
Franklin Resources
California
$21.7K
Osaic Holdings
107
Osaic Holdings
Arizona
$19.4K +$13.1K +8,100 +953%
CWA
108
Canvas Wealth Advisors
Kansas
$16.4K
TRCT
109
Tower Research Capital (TRC)
New York
$16K -$10.2K -6,336 -46%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$12.8K
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$9.38K +$6.97K +4,322 New
AAS
112
Ameritas Advisory Services
Nebraska
$8.95K +$8.07K +5,000 New
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$953
BAM
114
Belpointe Asset Management
Nevada
$868
IA
115
IFS Advisors
Kansas
$401
SPIA
116
Steward Partners Investment Advisory
New York
$326
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$167
Citigroup
118
Citigroup
New York
$95 -$1.47K -912 -95%
DFCM
119
Dark Forest Capital Management
Puerto Rico
$76 +$56 +35 New
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$69
ECM
121
Evergreen Capital Management
Washington
-$146K -217,109 Closed
NYLIM
122
New York Life Investment Management
New York
-$136K -201,940 Closed
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
-$121K -180,100 Closed
SFI
124
Susquehanna Fundamental Investments
Pennsylvania
-$76.4K -113,660 Closed
Truist Financial
125
Truist Financial
North Carolina
-$75.1K -111,705 Closed

SLQT Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q1 2023, worth a combined $182M — up 234% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLQT positions and 19 closed out — a net gain of 5 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $8.82M. The largest seller was D.E. Shaw & Co, cutting an estimated $3.82M.

  • 122 institutional investors held SelectQuote (SLQT) as of Q1 2023, up from 119 in Q4 2022.
  • Funds reported $182M of SelectQuote stock for Q1 2023, up 234% quarter-over-quarter.
  • 24 funds opened new SelectQuote positions in Q1 2023 and 19 closed out, a net change of +5 holders.
  • The largest SelectQuote buyer in Q1 2023 was G2 Investment Partners Management, an estimated $8.82M added.
  • The largest SelectQuote seller in Q1 2023 was D.E. Shaw & Co, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2023.