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SelectQuote

161 hedge funds and large institutions have $74.9M invested in SelectQuote in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $322K | Put options by funds: $58K

0.08% more ownership

Funds ownership: 62.32%62.4% (+0.08%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 165161 (-4)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

71% less capital invested

Capital invested by funds: $254M → $74.9M (-$179M)

Holders
161
Holders Change
-4
Holders Change %
-2.42%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
42
Reduced
59
Closed
29
Calls
$322K
Puts
$58K
Net Calls
+$264K
Net Calls Change
-$980K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.8M -$738K -443,998 -2%
BEP
2
Brookside Equity Partners
Connecticut
$12.9M
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.24M -$4.11M -2,472,971 -22%
ABI
4
Abrams Bison Investments
Maryland
$5.78M -$8.31M -5,000,000 -39%
State Street
5
State Street
Massachusetts
$3.19M +$41.9K +25,215 +0.6%
BAM
6
Burgundy Asset Management
Ontario, Canada
$2.81M -$172K -103,736 -3%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$2.31M -$972K -584,917 -16%
Mariner
8
Mariner
Kansas
$2M -$8.01K -4,819 -0.2%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$1.94M +$4.42M +2,661,520 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.66M +$118K +70,945 +3%
Millennium Management
11
Millennium Management
New York
$1.31M +$2.98M +1,795,828 New
Federated Hermes
12
Federated Hermes
Pennsylvania
$1.29M +$13.2K +7,923 +0.5%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$1.06M +$2.4M +1,445,917 +29,193%
Citadel Advisors
14
Citadel Advisors
Florida
$1.03M +$1.86M +1,118,036 +383%
Northern Trust
15
Northern Trust
Illinois
$938K -$51.8K -31,171 -2%
GC
16
Guggenheim Capital
Illinois
$877K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$814K +$12.5K +7,522 +0.7%
Invesco
18
Invesco
Georgia
$718K +$368K +221,760 +29%
OMC
19
Old Mission Capital
Illinois
$679K +$1.55M +930,434 New
Charles Schwab
20
Charles Schwab
California
$639K -$37.9K -22,832 -3%
Ameriprise
21
Ameriprise
Minnesota
$638K +$616K +370,857 +74%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$638K +$1.45M +874,180 New
Two Sigma Investments
23
Two Sigma Investments
New York
$614K +$1.4M +840,686 New
Principal Financial Group
24
Principal Financial Group
Iowa
$555K -$17.8K -10,686 -1%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$483K

SLQT Hedge Fund Activity: Q3 2022 in Review

161 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q3 2022, worth a combined $74.9M — down 71% from $254M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SLQT and 27 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 42 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $4.42M. The largest seller was Abrams Bison Investments, cutting an estimated $8.31M.

  • 161 institutional investors held SelectQuote (SLQT) as of Q3 2022, down from 165 in Q2 2022.
  • Funds reported $74.9M of SelectQuote stock for Q3 2022, down 71% quarter-over-quarter.
  • 27 funds opened new SelectQuote positions in Q3 2022 and 29 closed out, a net change of -2 holders.
  • The largest SelectQuote buyer in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $4.42M added.
  • The largest SelectQuote seller in Q3 2022 was Abrams Bison Investments, an estimated $8.31M sold.

Based on aggregated 13F filings for Q3 2022.