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SelectQuote

148 hedge funds and large institutions have $241M invested in SelectQuote in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,475% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $376K

72% more capital invested

Capital invested by funds: $140M → $241M (+$100M)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

9% more funds holding

Funds holding: 136148 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 37.72%37.71% (-0.01%)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% 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
34
Increased
34
Reduced
44
Closed
21
Calls
$5.92M
Puts
$376K
Net Calls
+$5.55M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$17K
SCM
127
Sterling Capital Management
North Carolina
$16K +$9.75K +3,822 +820%
TRCT
128
Tower Research Capital (TRC)
New York
$15K -$7.01K -2,749 -40%
AP
129
Atwood & Palmer
Missouri
$14.9K
MAM
130
Meeder Asset Management
Ohio
$14.4K
GM
131
GeoWealth Management
Illinois
$6.82K +$3.12K +1,224 +201%
AW
132
Avion Wealth
Texas
$5K
TWD
133
True Wealth Design
Ohio
$4.91K
SS
134
SBI Securities
Japan
$4.01K +$2.75K +1,077 New
Lazard Asset Management
135
Lazard Asset Management
New York
$4K +$2.93K +1,149 New
NA
136
NewEdge Advisors
Louisiana
$3.33K
SAM
137
Smartleaf Asset Management
Massachusetts
$2.32K +$1.55K +606 New
PA
138
Parallel Advisors
California
$2.23K
Jones Financial Companies
139
Jones Financial Companies
Missouri
$1.79K +$1.23K +480 New
CIAM
140
Caitong International Asset Management
Hong Kong
$1.55K +$1.06K +417 New
Federated Hermes
141
Federated Hermes
Pennsylvania
$1.19K -$636K -249,412 -100%
CAL
142
Capital Advisors Ltd
Ohio
$1K
FFO
143
Fortitude Family Office
Arizona
$789 +$541 +212 New
IA
144
IFS Advisors
Kansas
$688
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$391
AssetMark Inc
146
AssetMark Inc
California
$67 +$46 +18 New
IA
147
IFP Advisors
Florida
$33 +$23 +9 New
NS
148
NBC Securities
Alabama
$3 -$2.55K -999 -100%
GCP
149
GSA Capital Partners
United Kingdom
-$792K -365,155 Closed
XT
150
XTX Topco
Cayman Islands
-$433K -199,556 Closed

SLQT Hedge Fund Activity: Q4 2024 in Review

148 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q4 2024, worth a combined $241M — up 72% from $140M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SLQT positions and 21 closed out — a net gain of 13 holders — while 34 added to existing stakes and 44 trimmed.

The largest buyer was SONA Asset Management (US), opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.

  • 148 institutional investors held SelectQuote (SLQT) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $241M of SelectQuote stock for Q4 2024, up 72% quarter-over-quarter.
  • 34 funds opened new SelectQuote positions in Q4 2024 and 21 closed out, a net change of +13 holders.
  • The largest SelectQuote buyer in Q4 2024 was SONA Asset Management (US), an estimated $1.95M added.
  • The largest SelectQuote seller in Q4 2024 was Morgan Stanley, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2024.