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Stride
LRN

235 hedge funds and large institutions have $1.69B invested in Stride in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $1.22B → $1.69B (+$471M)

17% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $10.8M

7% more funds holding

Funds holding: 219 → 235 (+16)

2.71% more ownership

Funds ownership: 97.32% → 100.03% (+2.7%)

6% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 84

Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
44
Increased
79
Reduced
84
Closed
27
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.83M
Net Calls Change
-$5.36M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$22.9M
2
N
Nuveen
North Carolina
+$14.9M
3
Morgan Stanley
Morgan Stanley
New York
+$11.6M
4
IECM
Intrinsic Edge Capital Management
Illinois
+$10.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$33.3M
2
Brown Advisory
Brown Advisory
Maryland
-$30.4M
3
ICM
Invenomic Capital Management
Massachusetts
-$12.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.84M
5
Goldman Sachs
Goldman Sachs
New York
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
226
Advisory Services Network
Georgia
$589 +$589 +15 New
LSA
227
Leonteq Securities AG
Switzerland
$392 – – –
EWA
228
EverSource Wealth Advisors
Alabama
$314 +$314 +8 New
SC
229
Schubert & Co
Texas
$236 +$157 +4 +200%
JWA
230
JFS Wealth Advisors
Pennsylvania
$157 +$39 +1 +33%
SIC
231
SJS Investment Consulting
Ohio
$118 +$39 +1 +50%
EC
232
Elequin Capital
New York
$118 +$118 +3 New
AF
233
Advisornet Financial
Minnesota
$79 – – –
DI
234
Disciplined Investments
Oklahoma
$79 +$39 +1 +100%
FG
235
Formula Growth
Quebec, Canada
– -$3.28M -105,006 Closed
HF
236
HRT Financial
New York
– -$2.75M -87,886 Closed
PCM
237
Portolan Capital Management
Massachusetts
– -$2.43M -77,719 Closed
Arrowstreet Capital
238
Arrowstreet Capital
Massachusetts
– -$1.37M -43,722 Closed
JF
239
Jump Financial
Illinois
– -$1.1M -35,095 Closed
Group One Trading
240
Group One Trading
Illinois
– -$1.07M -27,382 Closed
GCP
241
GSA Capital Partners
United Kingdom
– -$642K -20,517 Closed
SC
242
Skylands Capital
Wisconsin
– -$597K -19,100 Closed
QC
243
Quantedge Capital
Singapore
– -$585K -18,700 Closed
CCM
244
CAAS Capital Management
New York
– -$500K -16,000 Closed
Wolverine Trading
245
Wolverine Trading
Illinois
– -$454K -14,504 Closed
FRM
246
Fox Run Management
Connecticut
– -$374K -11,963 Closed
Marshall Wace
247
Marshall Wace
United Kingdom
– -$353K -11,300 Closed
PP
248
PDT Partners
New York
– -$331K -10,572 Closed
XT
249
XTX Topco
Cayman Islands
– -$303K -9,701 Closed
HSBC Holdings
250
HSBC Holdings
United Kingdom
– -$277K -8,839 Closed
7 8 9
10
11

LRN Hedge Fund Activity: Q1 2023 in Review

235 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q1 2023, worth a combined $1.69B — up 39% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LRN positions and 27 closed out — a net gain of 17 holders — while 79 added to existing stakes and 84 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $22.9M. The largest seller was Boston Partners, cutting an estimated $33.3M.

  • 235 institutional investors held Stride (LRN) as of Q1 2023, up from 219 in Q4 2022.
  • Funds reported $1.69B of Stride stock for Q1 2023, up 39% quarter-over-quarter.
  • 44 funds opened new Stride positions in Q1 2023 and 27 closed out, a net change of +17 holders.
  • The largest Stride buyer in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $22.9M added.
  • The largest Stride seller in Q1 2023 was Boston Partners, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2023.