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159 hedge funds and large institutions have $728M invested in Stride in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

2.23% less ownership

Funds ownership: 89.59%87.37% (-2.2%)

14% less funds holding

Funds holding: 184159 (-25)

20% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $2.47M

24% less capital invested

Capital invested by funds: $952M → $728M (-$224M)

52% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 46

Holders
159
Holders Change
-25
Holders Change %
-13.59%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
67
Reduced
56
Closed
46
Calls
$1.98M
Puts
$2.47M
Net Calls
-$491K
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$74.3M +$1.91M +89,502 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$68.3M -$50.4K -2,359 -0.1%
BlackRock
3
BlackRock
New York
$58.1M +$955K +44,699 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$37.8M +$2.1M +98,245 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$36.8M -$2.83M -132,320 -7%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$28.6M +$509K +23,822 +2%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$27.3M +$4.64M +217,365 +19%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$27M +$7.02M +328,505 +33%
ClearBridge Investments
9
ClearBridge Investments
New York
$21M +$10.6M +497,316 +91%
State Street
10
State Street
Massachusetts
$15.8M -$139K -6,507 -0.8%
N
11
Nuveen
North Carolina
$15.6M -$491K -23,000 -3%
PCM
12
Palisade Capital Management
New Jersey
$14.9M +$499K +23,380 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$13.8M -$1.38M -64,839 -9%
SFM
14
Systematic Financial Management
New Jersey
$13.6M +$7.14M +334,448 +101%
Principal Financial Group
15
Principal Financial Group
Iowa
$13.5M +$217K +10,167 +2%
Charles Schwab
16
Charles Schwab
California
$13.3M +$501K +23,451 +4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$11.6M -$132K -6,199 -1%
AQR Capital Management
18
AQR Capital Management
Connecticut
$11.3M -$2.14M -100,147 -15%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$10.7M -$3.09M -144,490 -22%
Goldman Sachs
20
Goldman Sachs
New York
$10.2M +$2.08M +97,249 +24%
Northern Trust
21
Northern Trust
Illinois
$10.1M -$95.1K -4,454 -0.9%
Bank of America
22
Bank of America
North Carolina
$9.35M +$4.31M +201,657 +78%
EVM
23
Eaton Vance Management
Massachusetts
$9.13M +$3.58M +167,804 +60%
Brown Advisory
24
Brown Advisory
Maryland
$8.54M +$8.96M +419,735 New
MCM
25
Matarin Capital Management
New York
$6.75M -$1.86M -87,308 -21%

LRN Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q4 2019, worth a combined $728M — down 24% from $952M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of LRN and 22 opened new positions — a net loss of 24 holders — while 56 trimmed existing stakes and 67 added.

The largest buyer was ClearBridge Investments, adding an estimated $10.6M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $13.6M sold.

  • 159 institutional investors held Stride (LRN) as of Q4 2019, down from 184 in Q3 2019.
  • Funds reported $728M of Stride stock for Q4 2019, down 24% quarter-over-quarter.
  • 22 funds opened new Stride positions in Q4 2019 and 46 closed out, a net change of -24 holders.
  • The largest Stride buyer in Q4 2019 was ClearBridge Investments, an estimated $10.6M added.
  • The largest Stride seller in Q4 2019 was Hood River Capital Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2019.