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Stride
LRN

251 hedge funds and large institutions have $1.96B invested in Stride in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

22% more capital invested

Capital invested by funds: $1.6B → $1.96B (+$359M)

17% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $24.8M

5% more funds holding

Funds holding: 238 → 251 (+13)

1.35% more ownership

Funds ownership: 99.71% → 101.06% (+1.3%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
40
Increased
82
Reduced
95
Closed
23
Calls
$29.1M
Puts
$24.8M
Net Calls
+$4.3M
Net Calls Change
+$5.43M

Top Buyers

1
SCM
SG Capital Management
Illinois
+$17.8M
2
IECM
Intrinsic Edge Capital Management
Illinois
+$14.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.2M
4
CCPM
Cooper Creek Partners Management
New York
+$9.06M
5
ICM
Invenomic Capital Management
Massachusetts
+$6.98M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$16M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$15.9M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$7.73M
4
Invesco
Invesco
Georgia
-$4.73M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Allworth Financial
California
$4.82K +$4.35K +107 New
NA
227
NewEdge Advisors
Louisiana
$4.55K – – –
AWM
228
Avior Wealth Management
Nebraska
$3.74K – – –
AT
229
Avalon Trust
New Mexico
$3.69K +$3.33K +82 New
FFA
230
Farther Finance Advisors
California
$3.38K – – –
AWM
231
AllSquare Wealth Management
New York
$3.15K – – –
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
VCM
233
Versant Capital Management
Arizona
$2.88K – – –
LFA
234
LGT Financial Advisors
Texas
$2.7K +$2.44K +60 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$2.48K -$3.5K -86 -61%
GRP
236
Global Retirement Partners
California
$2.27K +$366 +9 +22%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1.94K – – –
JPWM
238
Jamison Private Wealth Management
Georgia
$1.44K +$1.3K +32 New
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.31K – – –
HNB
240
Huntington National Bank
Ohio
$1.22K – – –
AssetMark Inc
241
AssetMark Inc
California
$1.22K +$122 +3 +13%
AA
242
AlphaMark Advisors
Kentucky
$1K – – –
EWA
243
EverSource Wealth Advisors
Alabama
$675 +$81 +2 +15%
BIA
244
Bell Investment Advisors
California
$586 +$529 +13 New
LSA
245
Leonteq Securities AG
Switzerland
$450 – – –
AWM
246
Abound Wealth Management
Tennessee
$271 – – –
ECM
247
Everence Capital Management
Indiana
$263 +$238K +5,850 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$226 +$41 +1 +25%
SIC
249
SJS Investment Consulting
Ohio
$136 – – –
AF
250
Advisornet Financial
Minnesota
$90 – – –
7 8 9
10
11

LRN Hedge Fund Activity: Q3 2023 in Review

251 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q3 2023, worth a combined $1.96B — up 22% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LRN positions and 23 closed out — a net gain of 17 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was SG Capital Management, adding an estimated $17.8M. The largest seller was Millennium Management, cutting an estimated $16M.

  • 251 institutional investors held Stride (LRN) as of Q3 2023, up from 238 in Q2 2023.
  • Funds reported $1.96B of Stride stock for Q3 2023, up 22% quarter-over-quarter.
  • 40 funds opened new Stride positions in Q3 2023 and 23 closed out, a net change of +17 holders.
  • The largest Stride buyer in Q3 2023 was SG Capital Management, an estimated $17.8M added.
  • The largest Stride seller in Q3 2023 was Millennium Management, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.