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SelectQuote

123 hedge funds and large institutions have $81.8M invested in SelectQuote in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more call options, than puts

Call options by funds: $192K | Put options by funds: $34K

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

4% less funds holding

Funds holding: 128123 (-5)

8% less capital invested

Capital invested by funds: $89.2M → $81.8M (-$7.42M)

9.87% less ownership

Funds ownership: 45.48%35.6% (-9.9%)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
39
Reduced
30
Closed
16
Calls
$192K
Puts
$34K
Net Calls
+$158K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.4M +$1.04M +795,170 +8%
ABI
2
Abrams Bison Investments
Maryland
$10.8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.57M +$192K +147,184 +2%
Mariner
4
Mariner
Kansas
$4.35M +$162 +124 +0%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.99M +$213K +163,594 +6%
State Street
6
State Street
Massachusetts
$3.75M +$132K +101,204 +4%
GIPM
7
G2 Investment Partners Management
New York
$3.46M -$2.1M -1,611,720 -39%
Morgan Stanley
8
Morgan Stanley
New York
$2.67M +$1.61M +1,230,011 +172%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$1.87M -$141K -108,061 -7%
GC
10
Guggenheim Capital
Illinois
$1.65M
GCP
11
GSA Capital Partners
United Kingdom
$1.58M -$52.3K -40,107 -3%
Northern Trust
12
Northern Trust
Illinois
$1.54M +$6.87K +5,262 +0.5%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$1.51M
N
14
Nuveen
North Carolina
$1.5M +$2.65K +2,028 +0.2%
Charles Schwab
15
Charles Schwab
California
$1.41M -$51.7K -39,640 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$1.28M -$587K -449,475 -32%
Marshall Wace
17
Marshall Wace
United Kingdom
$1.1M -$421K -322,572 -29%
Renaissance Technologies
18
Renaissance Technologies
New York
$911K +$540K +414,000 +165%
KCPG
19
Kavar Capital Partners Group
Kansas
$865K +$408K +312,636 +98%
SFM
20
Soros Fund Management
New York
$862K +$821K +629,115 New
BFM
21
Boothbay Fund Management
New York
$661K +$343K +262,650 +120%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$641K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$621K
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$591K
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$483K -$741K -567,577 -62%

SLQT Hedge Fund Activity: Q4 2023 in Review

123 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q4 2023, worth a combined $81.8M — down 8.3% from $89.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SLQT and 13 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 39 added.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was G2 Investment Partners Management, cutting an estimated $2.1M.

  • 123 institutional investors held SelectQuote (SLQT) as of Q4 2023, down from 128 in Q3 2023.
  • Funds reported $81.8M of SelectQuote stock for Q4 2023, down 8.3% quarter-over-quarter.
  • 13 funds opened new SelectQuote positions in Q4 2023 and 16 closed out, a net change of -3 holders.
  • The largest SelectQuote buyer in Q4 2023 was Morgan Stanley, an estimated $1.61M added.
  • The largest SelectQuote seller in Q4 2023 was G2 Investment Partners Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2023.