Institutional Ownership

SELECTQUOTE (SLQT) — Institutional Holders & Hedge Fund Ownership

SELECTQUOTE (SLQT) institutional ownership: 1 hedge funds and institutional investors, holding 750K shares ($15.2M), as of Q3 2020, per SEC Form 13F-HR filings.

Held across hedge funds, family offices, and large institutional portfolios, SELECTQUOTE (SLQT)'s reported 13F ownership offers a quarterly read on professional buyer / seller positioning in SLQT. The data covers every 13F filer that disclosed a SLQT position — top holders by portfolio weight, biggest quarterly buyers and sellers, and positioning shifts.

The top SLQT shareholders by portfolio weight are Deerfield (0.37%).

Top 1 Institutional Holders of SELECTQUOTE (SLQT) — Q3 2020

Ranked by portfolio weight.
# Fund Shares Market Value Portfolio Weight
1 Deerfield 750,000 $15.2M 0.37%
Latest
  • 1
    Hedge funds holding
  • 750,000
    Shares held (disclosed)
  • $15.2M
    13F market value
  • 0.37%
    Median portfolio weight

Ownership History

Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of SLQT. Sourced from 13F filings; reflects long equity positions only.

Quarter-over-Quarter ActivityQ3 2020

The biggest weight-increase and weight-decrease changes among funds that hold SLQT. Deltas compare the selected filing to the previous reporting quarter.

Top buyers

No notable buyers this quarter.

Top sellers

Ownership Statistics

Funds holding
1
Median weight
0.37%
Largest holder
Deerfield · 0.37%
Smallest holder
Deerfield · 0.37%
Shares held
750,000 (-11,001)

All Institutional HoldersSortable · searchable

All institutional investors (Max 50) holding SLQT in the selected quarter. Click a fund name to drill into its full 13F portfolio.

1 of 1 institutional holders
1Deerfield750,000$15.2M0.37%

Methodology & FAQ

Methodology: How We Track SLQT Institutional Holdings

Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).

  • Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
  • What is Included (Data Scope): We capture long positions in Section 13(f) securities for SELECTQUOTE INC (SLQT). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
  • Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to SLQT on the specific reporting date.
  • How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in SLQT?

We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Deerfield as of Q3 2020 change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.

Does the SLQT ownership data include short interest or options?

SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.

Are family offices and university endowments included in this SLQT data?

Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds SLQT stock, their allocation is systematically aggregated alongside traditional fund data.

When is the institutional ownership data updated, and is there a reporting lag?

Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for SLQT as of each filing date.