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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
BEP
1
Brookside Equity Partners
Connecticut
$522M -$126M -4,805,298 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M +$53.6M +2,043,012 +24%
BlackRock
3
BlackRock
New York
$250M +$130M +4,964,413 +142%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$231M +$103M +3,926,272 +101%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$164M +$531K +20,257 +0.4%
JP Morgan Chase
6
JP Morgan Chase
New York
$147M -$101M -3,849,972 -44%
Parnassus Investments
7
Parnassus Investments
California
$140M +$111M +4,218,933 +807%
American Century Companies
8
American Century Companies
Missouri
$128M +$7.85M +299,462 +7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$98.4M +$16.6M +634,448 +23%
SPPAM
10
Summit Partners Public Asset Management
Massachusetts
$80.7M +$32.8M +1,250,355 +84%
Mariner
11
Mariner
Kansas
$65.2M +$8.02M +305,894 +16%
State Street
12
State Street
Massachusetts
$63.5M +$42.2M +1,609,108 +297%
RG
13
Redmile Group
California
$59.2M +$4.2M +160,335 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$56.6M +$16.3M +622,548 +48%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$55.2M -$1.14M -43,473 -2%
Morgan Stanley
16
Morgan Stanley
New York
$54.3M +$45.7M +1,744,405 +1,835%
Fidelity International
17
Fidelity International
Bermuda
$47.3M +$42M +1,603,176 New
SAM
18
Silvercrest Asset Management
New York
$43.6M +$38.8M +1,478,883 New
FWM
19
Frontier Wealth Management
Missouri
$42.7M -$8.72M -332,653 -19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$40.4M +$23.9M +912,021 +199%
Franklin Resources
21
Franklin Resources
California
$39.6M +$3.67M +140,038 +12%
EAM
22
Eagle Asset Management
Florida
$36.4M +$2.59M +98,941 +9%
GC
23
Guggenheim Capital
Illinois
$35.4M
Northern Trust
24
Northern Trust
Illinois
$33.7M +$19.8M +754,448 +194%
N
25
Nuveen
North Carolina
$29.7M +$12.9M +491,240 +95%