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SelectQuote

136 hedge funds and large institutions have $140M invested in SelectQuote in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,418% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $158K

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

12% more funds holding

Funds holding: 121136 (+15)

2.4% more ownership

Funds ownership: 35.32%37.72% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less capital invested

Capital invested by funds: $165M → $140M (-$24.7M)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
40
Reduced
31
Closed
14
Calls
$2.4M
Puts
$158K
Net Calls
+$2.24M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
126
GeoWealth Management
Illinois
$1.32K +$2K +609 New
PA
127
Parallel Advisors
California
$1.3K
SCM
128
Sterling Capital Management
North Carolina
$1.01K +$1.53K +466 New
IA
129
IFS Advisors
Kansas
$401
LC
130
Lindbrook Capital
California
$367
S
131
SignatureFD
Georgia
$365 +$551 +168 New
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$228 -$712 -217 -67%
CPA
133
Capital Performance Advisors
California
$200 +$302 +92 New
RIL
134
Rothschild Investment LLC
Illinois
$130 +$197 +60 New
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$85
EI
136
EAM Investors
California
-$817K -296,048 Closed
DC
137
Diametric Capital
Massachusetts
-$238K -86,243 Closed
Two Sigma Advisers
138
Two Sigma Advisers
New York
-$156K -56,500 Closed
SC
139
Scotia Capital
Ontario, Canada
-$141K -51,187 Closed
AG
140
Algert Global
California
-$139K -50,429 Closed
PCM
141
Prelude Capital Management
New York
-$86.7K -31,408 Closed
CC
142
Centiva Capital
New York
-$61.1K -22,141 Closed
BZWA
143
Blue Zone Wealth Advisors
California
-$55.2K -20,000 Closed
Verition Fund Management
144
Verition Fund Management
Connecticut
-$52.5K -19,028 Closed
Russell Investments Group
145
Russell Investments Group
United Kingdom
-$38.4K -13,900 Closed
Principal Financial Group
146
Principal Financial Group
Iowa
-$35.2K -12,738 Closed
PI
147
PEAK6 Investments
Illinois
-$30.1K -10,895 Closed
Lazard Asset Management
148
Lazard Asset Management
New York
-$1K -472 Closed
MG
149
Mather Group
Illinois
-$220 -110 Closed

SLQT Hedge Fund Activity: Q3 2024 in Review

136 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q3 2024, worth a combined $140M — down 15% from $165M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SLQT positions and 14 closed out — a net gain of 15 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.82M. The largest seller was Nuveen, cutting an estimated $1.59M.

  • 136 institutional investors held SelectQuote (SLQT) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $140M of SelectQuote stock for Q3 2024, down 15% quarter-over-quarter.
  • 29 funds opened new SelectQuote positions in Q3 2024 and 14 closed out, a net change of +15 holders.
  • The largest SelectQuote buyer in Q3 2024 was Morgan Stanley, an estimated $4.82M added.
  • The largest SelectQuote seller in Q3 2024 was Nuveen, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2024.