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SelectQuote

127 hedge funds and large institutions have $161M invested in SelectQuote in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more call options, than puts

Call options by funds: $340K | Put options by funds: $87K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 122127 (+5)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.95% less ownership

Funds ownership: 50.43%49.48% (-0.95%)

12% less capital invested

Capital invested by funds: $182M → $161M (-$21.3M)

Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
40
Reduced
37
Closed
10
Calls
$340K
Puts
$87K
Net Calls
+$253K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
BEP
1
Brookside Equity Partners
Connecticut
$34.5M
BlackRock
2
BlackRock
New York
$19.7M +$1.2M +712,100 +8%
ABI
3
Abrams Bison Investments
Maryland
$15.4M
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.3M -$136K -80,795 -1%
GIPM
5
G2 Investment Partners Management
New York
$11.2M +$463K +275,220 +5%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$5.19M
State Street
7
State Street
Massachusetts
$5.11M +$260K +154,418 +6%
Mariner
8
Mariner
Kansas
$5.07M +$251K +149,046 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.91M +$147K +87,245 +4%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$2.84M +$22K +13,064 +0.9%
Prudential Financial
11
Prudential Financial
New Jersey
$2.59M -$50K -29,700 -2%
GC
12
Guggenheim Capital
Illinois
$2.34M +$37 +22 +0%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$2.23M +$1.93M +1,144,005 New
GCP
14
GSA Capital Partners
United Kingdom
$2.11M +$29.7K +17,646 +2%
Northern Trust
15
Northern Trust
Illinois
$2.09M -$20.1K -11,956 -1%
Marshall Wace
16
Marshall Wace
United Kingdom
$2.09M +$969K +575,522 +116%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$2.07M -$1.1M -650,669 -38%
N
18
Nuveen
North Carolina
$1.93M -$76.9K -45,653 -4%
Charles Schwab
19
Charles Schwab
California
$1.86M +$16.4K +9,759 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.46M -$1.18M -698,513 -48%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.32M -$2.43M -1,443,802 -68%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.31M -$681K -404,501 -38%
Morgan Stanley
23
Morgan Stanley
New York
$1.02M +$4.64K +2,757 +0.5%
Bank of America
24
Bank of America
North Carolina
$1,000K -$32.7K -19,444 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$877K +$10.5K +6,215 +1%

SLQT Hedge Fund Activity: Q2 2023 in Review

127 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q2 2023, worth a combined $161M — down 12% from $182M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SLQT positions and 10 closed out — a net gain of 5 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $1.93M. The largest seller was D.E. Shaw & Co, cutting an estimated $2.43M.

  • 127 institutional investors held SelectQuote (SLQT) as of Q2 2023, up from 122 in Q1 2023.
  • Funds reported $161M of SelectQuote stock for Q2 2023, down 12% quarter-over-quarter.
  • 15 funds opened new SelectQuote positions in Q2 2023 and 10 closed out, a net change of +5 holders.
  • The largest SelectQuote buyer in Q2 2023 was Fuller & Thaler Asset Management, an estimated $1.93M added.
  • The largest SelectQuote seller in Q2 2023 was D.E. Shaw & Co, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2023.