Stride
309 hedge funds and large institutions have $2.81B invested in Stride in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 89 increasing their positions, 121 reducing their positions, and 40 closing their positions.
69% more call options, than puts
Call options by funds: $45.6M | Put options by funds: $26.9M
40% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 40
5% more funds holding
Funds holding: 295 → 309 (+14)
2% more capital invested
Capital invested by funds: $2.76B → $2.81B (+$51.4M)
4.46% less ownership
Funds ownership: 107.33% → 102.87% (-4.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
26% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$107M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$38M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$26.5M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$18.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$135M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$27.1M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$22.9M |
| 4 |
Renaissance Technologies
New York
|
-$18.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$18M |
LRN Hedge Fund Activity: Q1 2024 in Review
309 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q1 2024, worth a combined $2.81B — up 1.9% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new LRN positions and 40 closed out — a net gain of 16 holders — while 89 added to existing stakes and 121 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $135M.
- 309 institutional investors held Stride (LRN) as of Q1 2024, up from 295 in Q4 2023.
- Funds reported $2.81B of Stride stock for Q1 2024, up 1.9% quarter-over-quarter.
- 56 funds opened new Stride positions in Q1 2024 and 40 closed out, a net change of +16 holders.
- The largest Stride buyer in Q1 2024 was William Blair Investment Management, an estimated $107M added.
- The largest Stride seller in Q1 2024 was Morgan Stanley, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2024.