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SelectQuote

168 hedge funds and large institutions have $3.28B invested in SelectQuote in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more call options, than puts

Call options by funds: $78.4M | Put options by funds: $11.7M

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

61% more capital invested

Capital invested by funds: $2.04B → $3.28B (+$1.24B)

17% more funds holding

Funds holding: 144168 (+24)

7.65% more ownership

Funds ownership: 60.54%68.19% (+7.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
168
Holders Change
+24
Holders Change %
+16.67%
% of All Funds
2.95%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
53
Increased
71
Reduced
33
Closed
28
Calls
$78.4M
Puts
$11.7M
Net Calls
+$66.7M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$59K +$52.4K +2,000 New
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$50K +$44K +1,679 New
PHK
153
Point72 Hong Kong
Hong Kong
$41K +$36.4K +1,390 New
Macquarie Group
154
Macquarie Group
Australia
$39K +$34.5K +1,317 New
TCM
155
Tradewinds Capital Management
Washington
$32K +$1.97K +75 +8%
LSA
156
Leonteq Securities AG
Switzerland
$30K +$26.6K +1,016 New
SPIA
157
Steward Partners Investment Advisory
New York
$22.1K +$11.8K +450 +150%
CG
158
Cutler Group
California
$21K -$102K -3,898 -84%
EWA
159
Evolution Wealth Advisors
Florida
$12K -$2.88K -110 -22%
JCM
160
Jacobi Capital Management
Pennsylvania
$12K +$10.5K +400 New
SOW
161
State of Wyoming
Wyoming
$7K +$5.85K +223 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$6K +$5.17K +197 New
AIC
163
Ameritas Investment Company
Nebraska
$5.67K +$5.03K +192 New
BAM
164
Bellevue Asset Management
Washington
$4K -$79 -3 -2%
AIG
165
American International Group
New York
$2.25K +$1.52M +58,035 +320%
IFAM
166
Institutional & Family Asset Management
Colorado
$1K -$760 -29 -38%
SFM
167
Soros Fund Management
New York
-$115M -5,555,556 Closed
Massachusetts Financial Services
168
Massachusetts Financial Services
Massachusetts
-$17.5M -845,718 Closed
Jennison Associates
169
Jennison Associates
New York
-$12.3M -593,861 Closed
JMPWA
170
JP Morgan Private Wealth Advisors
California
-$8.96M -431,577 Closed
GCC
171
Game Creek Capital
Massachusetts
-$2.05M -98,797 Closed
MFS
172
Mirabella Financial Services
United Kingdom
-$1.87M -90,096 Closed
VF
173
Virtu Financial
New York
-$1.79M -86,297 Closed
Ameriprise
174
Ameriprise
Minnesota
-$1.49M -71,859 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
-$926K -44,618 Closed