SelectQuote
SLQT
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.
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: 128 → 123 (-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: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.61M |
| 2 |
BlackRock
New York
|
+$1.04M |
| 3 |
SFM
Soros Fund Management
New York
|
+$821K |
| 4 |
Renaissance Technologies
New York
|
+$540K |
| 5 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIPM
G2 Investment Partners Management
New York
|
-$2.1M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$741K |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$587K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$421K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFCM
126
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$35.3K | -30,163 | Closed |
|
|
IWM
127
IHT Wealth Management
Chicago,
Illinois
| – | -$29.3K | -25,000 | Closed |
|
128
Allspring Global Investments
Charlotte,
North Carolina
| – | -$28.8K | -24,605 | Closed |
|
129
HSBC Holdings
London,
United Kingdom
| – | -$26.9K | -22,958 | Closed |
|
130
D.E. Shaw & Co
New York
| – | -$25.7K | -21,944 | Closed |
|
131
Wolverine Trading
Chicago,
Illinois
| – | -$26.2K | -20,049 | Closed |
|
|
SOW
132
State of Wyoming
Cheyenne,
Wyoming
| – | -$21.3K | -18,164 | Closed |
|
|
QT
133
Quantbot Technologies
New York
| – | -$16.2K | -13,815 | Closed |
|
|
VF
134
Virtu Financial
New York
| – | -$15K | -13,108 | Closed |
|
|
BCI
135
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$13.8K | -11,812 | Closed |
|
|
OPS
136
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$13.8K | -11,812 | Closed |
|
|
SPIA
137
Steward Partners Investment Advisory
New York
| – | -$176 | -150 | Closed |
|
|
FMII
138
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$90 | -77 | 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.