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SelectQuote

128 hedge funds and large institutions have $89.2M invested in SelectQuote in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $130K | Put options by funds: $47K

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 127128 (+1)

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

4% less ownership

Funds ownership: 49.48%45.48% (-4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less capital invested

Capital invested by funds: $161M → $89.2M (-$71.5M)

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
38
Reduced
42
Closed
8
Calls
$130K
Puts
$47K
Net Calls
+$83K
Net Calls Change
-$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BEP
1
Brookside Equity Partners
Connecticut
$20.7M
BlackRock
2
BlackRock
New York
$11.4M -$557K -368,775 -4%
ABI
3
Abrams Bison Investments
Maryland
$9.26M
Vanguard Group
4
Vanguard Group
Pennsylvania
$8M +$16.1K +10,641 +0.2%
GIPM
5
G2 Investment Partners Management
New York
$4.84M -$2.42M -1,605,826 -28%
Mariner
6
Mariner
Kansas
$3.71M +$860K +569,323 +22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.22M +$353K +233,690 +9%
State Street
8
State Street
Massachusetts
$3.08M +$20.6K +13,668 +0.5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$1.73M +$26.5K +17,517 +1%
Prudential Financial
10
Prudential Financial
New Jersey
$1.62M +$84.4K +55,900 +4%
GC
11
Guggenheim Capital
Illinois
$1.41M
GCP
12
GSA Capital Partners
United Kingdom
$1.4M +$173K +114,522 +11%
Marshall Wace
13
Marshall Wace
United Kingdom
$1.32M +$83.6K +55,340 +5%
Northern Trust
14
Northern Trust
Illinois
$1.31M +$74.7K +49,466 +5%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$1.29M -$64.6K -42,760 -4%
N
16
Nuveen
North Carolina
$1.28M +$152K +100,604 +10%
Charles Schwab
17
Charles Schwab
California
$1.25M +$167K +110,686 +12%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$1.08M -$215K -142,371 -13%
Morgan Stanley
19
Morgan Stanley
New York
$837K +$289K +191,322 +36%
Bank of America
20
Bank of America
North Carolina
$602K +$2.9K +1,918 +0.4%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$547K +$108K +71,280 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$530K +$5.24K +3,469 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$505K +$5.08K +3,367 +0.8%
BMCM
24
Bryn Mawr Capital Management
Pennsylvania
$377K
XT
25
XTX Topco
Cayman Islands
$376K -$102K -67,465 -17%

SLQT Hedge Fund Activity: Q3 2023 in Review

128 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q3 2023, worth a combined $89.2M — down 45% from $161M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SLQT positions and 8 closed out — a net gain of 1 holder — while 38 added to existing stakes and 42 trimmed.

The largest buyer was Mariner, adding an estimated $860K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $5.19M sold.

  • 128 institutional investors held SelectQuote (SLQT) as of Q3 2023, up from 127 in Q2 2023.
  • Funds reported $89.2M of SelectQuote stock for Q3 2023, down 45% quarter-over-quarter.
  • 9 funds opened new SelectQuote positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest SelectQuote buyer in Q3 2023 was Mariner, an estimated $860K added.
  • The largest SelectQuote seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q3 2023.