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Laureate Education

173 hedge funds and large institutions have $2.11B invested in Laureate Education in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

71% more call options, than puts

Call options by funds: $449K | Put options by funds: $263K

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more funds holding

Funds holding: 163173 (+10)

6% more capital invested

Capital invested by funds: $2B → $2.11B (+$111M)

12.13% less ownership

Funds ownership: 105.97%93.84% (-12%)

Holders
173
Holders Change
+10
Holders Change %
+6.13%
% of All Funds
3.41%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
44
Increased
76
Reduced
42
Closed
34
Calls
$449K
Puts
$263K
Net Calls
+$186K
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$278M +$26.3M +1,595,382 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M -$6.4M -388,169 -4%
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$158M
BlackRock
4
BlackRock
New York
$143M +$10.8M +658,022 +9%
VBA
5
Van Berkom & Associates
Quebec, Canada
$102M +$9.35M +567,690 +11%
WRF
6
Waddell & Reed Financial
Kansas
$98.3M
FTCM
7
Fir Tree Capital Management
New York
$72.8M +$25M +1,518,900 +58%
PWAM
8
Park West Asset Management
California
$62.6M +$3.3M +200,000 +6%
MRCP
9
Maple Rock Capital Partners
Ontario, Canada
$58.4M +$2.86M +173,545 +6%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$56.7M -$1.41M -85,295 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.9M +$9.7M +588,675 +28%
State Street
12
State Street
Massachusetts
$40.8M +$3.66M +221,982 +11%
Goldman Sachs
13
Goldman Sachs
New York
$37.1M +$12.8M +779,722 +59%
VanEck Associates
14
VanEck Associates
New York
$34.8M +$5.74M +348,400 +21%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$34.7M +$3.76M +227,922 +13%
HRCM
16
Hood River Capital Management
Florida
$33.9M -$6.08M -368,715 -16%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$31.8M +$387K +23,473 +1%
Northern Trust
18
Northern Trust
Illinois
$30.5M +$1.85M +112,492 +7%
NTCM
19
Nut Tree Capital Management
New York
$29M +$2.8M +170,000 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$27.5M +$610K +37,025 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$27.2M +$1.93M +117,254 +8%
Select Equity Group
22
Select Equity Group
New York
$26.8M -$41.9M -2,544,386 -63%
Truist Financial
23
Truist Financial
North Carolina
$25.9M +$24.2M +1,469,238 New
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$25.2M -$458K -27,796 -2%
Prudential Financial
25
Prudential Financial
New Jersey
$25.1M +$7.37M +447,542 +46%

LAUR Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Laureate Education (LAUR) for Q4 2019, worth a combined $2.11B — up 5.6% from $2B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LAUR positions and 34 closed out — a net gain of 10 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.3M. The largest seller was Melvin Capital Management, cutting an estimated $94.3M.

  • 173 institutional investors held Laureate Education (LAUR) as of Q4 2019, up from 163 in Q3 2019.
  • Funds reported $2.11B of Laureate Education stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 44 funds opened new Laureate Education positions in Q4 2019 and 34 closed out, a net change of +10 holders.
  • The largest Laureate Education buyer in Q4 2019 was Fidelity Investments, an estimated $26.3M added.
  • The largest Laureate Education seller in Q4 2019 was Melvin Capital Management, an estimated $94.3M sold.

Based on aggregated 13F filings for Q4 2019.