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SelectQuote
SLQT
SLQT
178 hedge funds and large institutions have $2.1B invested in SelectQuote in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
274% more call options, than puts
Call options by funds: $47.9M | Put options by funds: $12.8M
46% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 46
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
6% more funds holding
Funds holding: 168 → 178 (+10)
1.43% less ownership
Funds ownership: 68.19% → 66.76% (-1.4%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
36% less capital invested
Capital invested by funds: $3.28B → $2.1B (-$1.18B)
Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
48
Increased
67
Reduced
46
Closed
37
Calls
$47.9M
Puts
$12.8M
Net Calls
+$35.1M
Net Calls Change
-$31.6M
Top Buyers
| 1 |
Parnassus Investments
San Francisco,
California
|
+$72.9M |
| 2 |
BlackRock
New York
|
+$59.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.2M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$20.2M |
Top Sellers
| 1 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$58.3M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$47.3M |
| 3 |
JP Morgan Chase
New York
|
-$43.7M |
| 4 |
Morgan Stanley
New York
|
-$29.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$22.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
201
SkyOak Wealth
Southfield,
Michigan
| – | -$217K | -6,888 | Closed |
|
|
IA
202
IFP Advisors
Tampa,
Florida
| – | -$117K | -4,700 | Closed |
|
|
FF
203
FourThought Financial
Venice,
Florida
| – | -$74K | -2,519 | Closed |
|
|
VFA
204
Valeo Financial Advisors
Carmel,
Indiana
| – | -$59K | -2,000 | Closed |
|
205
Acadian Asset Management
Boston,
Massachusetts
| – | -$50K | -1,679 | Closed |
|
|
TCM
206
Tradewinds Capital Management
Bellingham,
Washington
| – | -$32K | -1,075 | Closed |
|
|
EWA
207
Evolution Wealth Advisors
Aventura,
Florida
| – | -$12K | -397 | Closed |
|
208
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$6K | -197 | Closed |
|
|
AIC
209
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5.67K | -192 | Closed |
|
|
BAM
210
Bellevue Asset Management
Bellevue,
Washington
| – | -$4K | -141 | Closed |
|
|
VCM
211
Versant Capital Management
Phoenix,
Arizona
| – | +$449 | +18 | New |
|
|
ASN
212
Advisory Services Network
Atlanta,
Georgia
| – | +$624 | +25 | New |
|
213
Rockefeller Capital Management
New York
| – | +$1.2K | +48 | New |
|