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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
CWA
101
Canvas Wealth Advisors
Kansas
$35K +$6.74K +4,000 +27%
ProShare Advisors
102
ProShare Advisors
Maryland
$34.6K +$3.05K +1,812 +11%
CFA
103
Capstone Financial Advisors
Illinois
$29.3K +$25.3K +15,000 New
Principal Financial Group
104
Principal Financial Group
Iowa
$28.2K -$1.71K -1,016 -7%
Victory Capital Management
105
Victory Capital Management
Texas
$27.4K -$551 -327 -2%
CB
106
Commerce Bank
Missouri
$27.2K
AB
107
Amalgamated Bank
New York
$27K
Legal & General Group
108
Legal & General Group
United Kingdom
$25.5K
HSBC Holdings
109
HSBC Holdings
United Kingdom
$23.6K +$20.5K +12,184 New
AIP
110
Ameritas Investment Partners
Nebraska
$20.7K
TWM
111
TriaGen Wealth Management
California
$20.5K
AWM
112
Apollon Wealth Management
South Carolina
$19.8K +$17.1K +10,129 New
TRCT
113
Tower Research Capital (TRC)
New York
$19.3K +$4.21K +2,501 +34%
Osaic Holdings
114
Osaic Holdings
Arizona
$18.1K +$584 +347 +4%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$14.8K +$5.5K +3,266 +76%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$13.5K -$8.35K -4,959 -42%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$11.5K
Citadel Advisors
118
Citadel Advisors
Florida
$6.68K -$53.7K -31,863 -90%
AW
119
Avion Wealth
Texas
$2K +$2.55K +1,512 New
PA
120
Parallel Advisors
California
$1.95K +$1.68K +1,000 New
Simplex Trading
121
Simplex Trading
Illinois
$1K +$1.07K +637 New
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$852
IA
123
IFS Advisors
Kansas
$360
SPIA
124
Steward Partners Investment Advisory
New York
$293
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$205

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.