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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
SS
101
Simplicity Solutions
Minnesota
$16K +$951 +729 +7%
Legal & General Group
102
Legal & General Group
United Kingdom
$15K
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$15K
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$15K +$14.7K +11,248 New
AIP
105
Ameritas Investment Partners
Nebraska
$14.6K
HF
106
HRT Financial
New York
$14K +$14.2K +10,896 New
AWM
107
Apollon Wealth Management
South Carolina
$13.7K +$8 +6 +0.1%
Franklin Resources
108
Franklin Resources
California
$13.7K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$9.23K +$288 +221 +3%
BCM
110
Bourgeon Capital Management
Connecticut
$8.22K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$8.1K
AP
112
Atwood & Palmer
Missouri
$5.48K -$18.6K -14,241 -78%
Simplex Trading
113
Simplex Trading
Illinois
$5K -$2.52K -1,931 -31%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$3.78K -$6.3K -4,827 -64%
PMEF
115
Point72 Middle East FZE
United Arab Emirates
$2.96K -$1.88K -1,437 -40%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.78K -$43.9K -33,668 -94%
AW
117
Avion Wealth
Texas
$2K
NA
118
NewEdge Advisors
Louisiana
$1.23K +$1.17K +896 New
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$320
IA
120
IFS Advisors
Kansas
$253
Osaic Holdings
121
Osaic Holdings
Arizona
$206 -$1 -1 -0.7%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$144
Citadel Advisors
123
Citadel Advisors
Florida
-$66K -50,603 Closed
KAS
124
Kestra Advisory Services
Texas
-$46.8K -40,000 Closed
BCM
125
Bayesian Capital Management
New York
-$36.6K -31,300 Closed

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.