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194 hedge funds and large institutions have $955M invested in Stride in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 13

144% more call options, than puts

Call options by funds: $31.2M | Put options by funds: $12.8M

32% more funds holding

Funds holding: 147194 (+47)

1.72% less ownership

Funds ownership: 89.87%88.15% (-1.7%)

5% less capital invested

Capital invested by funds: $1.01B → $955M (-$50.9M)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
194
Holders Change
+47
Holders Change %
+31.97%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
61
Increased
50
Reduced
66
Closed
13
Calls
$31.2M
Puts
$12.8M
Net Calls
+$18.4M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$90.6M -$3.46M -89,508 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$87.6M -$3.61M -93,290 -3%
BlackRock
3
BlackRock
New York
$72.5M -$6.24M -161,370 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$61.7M +$5.64M +145,800 +7%
CS
5
Credit Suisse
Switzerland
$37.8M +$15.6M +402,379 +39%
RHJA
6
Rice Hall James & Associates
California
$35.7M +$4.98M +128,784 +11%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$26.3M -$4.86M -125,707 -11%
State Street
8
State Street
Massachusetts
$20.8M -$1.06M -27,405 -3%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$20.3M +$29.8M +771,690 New
Two Sigma Investments
10
Two Sigma Investments
New York
$18.4M +$27.1M +700,212 New
Principal Financial Group
11
Principal Financial Group
Iowa
$18.3M -$471K -12,189 -2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$18M -$36.7M -948,525 -58%
ClearBridge Investments
13
ClearBridge Investments
New York
$15.7M -$18.5M -478,864 -45%
HRCM
14
Hood River Capital Management
Florida
$15.5M -$21.7M -561,700 -49%
Brown Advisory
15
Brown Advisory
Maryland
$15.2M +$6.39M +165,259 +40%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$15.2M +$441K +11,412 +2%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$14.7M +$4.66M +120,507 +28%
Deutsche Bank
18
Deutsche Bank
Germany
$14.7M +$188K +4,853 +0.9%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$13.6M +$15.3M +395,600 +323%
Citadel Advisors
20
Citadel Advisors
Florida
$13.1M +$17.3M +447,703 +913%
Northern Trust
21
Northern Trust
Illinois
$12.8M -$806K -20,849 -4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$12.1M -$4.21M -108,770 -21%
Charles Schwab
23
Charles Schwab
California
$11.7M -$453K -11,707 -3%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$11.7M +$17.2M +445,398 New
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$11M +$16.2M +417,995 New

LRN Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q3 2020, worth a combined $955M — down 5.1% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new LRN positions and 13 closed out — a net gain of 48 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $29.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $36.7M.

  • 194 institutional investors held Stride (LRN) as of Q3 2020, up from 147 in Q2 2020.
  • Funds reported $955M of Stride stock for Q3 2020, down 5.1% quarter-over-quarter.
  • 61 funds opened new Stride positions in Q3 2020 and 13 closed out, a net change of +48 holders.
  • The largest Stride buyer in Q3 2020 was Aberdeen Group, an estimated $29.8M added.
  • The largest Stride seller in Q3 2020 was Fuller & Thaler Asset Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2020.