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238 hedge funds and large institutions have $1.6B invested in Stride in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 235238 (+3)

0.32% less ownership

Funds ownership: 100.03%99.71% (-0.32%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

5% less capital invested

Capital invested by funds: $1.69B → $1.6B (-$88.7M)

10% less call options, than puts

Call options by funds: $9.6M | Put options by funds: $10.7M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
238
Holders Change
+3
Holders Change %
+1.28%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
83
Reduced
86
Closed
27
Calls
$9.6M
Puts
$10.7M
Net Calls
-$1.12M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$253M -$2.32M -57,935 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$184M -$2.95M -73,628 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$109M -$571K -14,262 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$72.7M +$5.62M +140,577 +8%
State Street
5
State Street
Massachusetts
$52.6M +$705K +17,610 +1%
Invesco
6
Invesco
Georgia
$52.5M +$9.82M +245,489 +21%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$45M -$467K -11,664 -1%
RHJA
8
Rice Hall James & Associates
California
$42.7M -$130K -3,244 -0.3%
Boston Partners
9
Boston Partners
Massachusetts
$31.8M -$20.2M -504,008 -37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$30M +$1.37M +34,233 +4%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$28.8M -$21.9K -547 -0.1%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$27.4M -$2.6M -64,916 -8%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$27.2M -$14.2M -354,746 -33%
OAM
14
Ophir Asset Management
Australia
$26.3M -$11.3K -283 -0%
PCM
15
Palisade Capital Management
New Jersey
$25.8M +$1.16M +28,960 +4%
N
16
Nuveen
North Carolina
$22.9M +$575K +14,370 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.6M -$181K -4,515 -0.8%
Deutsche Bank
18
Deutsche Bank
Germany
$21.2M -$1.81M -45,252 -7%
Bank of America
19
Bank of America
North Carolina
$20.9M -$962K -24,048 -4%
Barclays
20
Barclays
United Kingdom
$20.8M +$564K +14,092 +3%
Renaissance Technologies
21
Renaissance Technologies
New York
$19.5M +$1.85M +46,200 +10%
Charles Schwab
22
Charles Schwab
California
$19.4M -$121K -3,028 -0.6%
SFM
23
Systematic Financial Management
New Jersey
$19.2M -$520K -13,003 -2%
Northern Trust
24
Northern Trust
Illinois
$16.5M +$206K +5,143 +1%
Millennium Management
25
Millennium Management
New York
$16.1M +$7.81M +195,271 +83%

LRN Hedge Fund Activity: Q2 2023 in Review

238 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stride (LRN) for Q2 2023, worth a combined $1.6B — down 5.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LRN positions and 27 closed out — a net gain of 3 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $13.7M. The largest seller was Boston Partners, cutting an estimated $20.2M.

  • 238 institutional investors held Stride (LRN) as of Q2 2023, up from 235 in Q1 2023.
  • Funds reported $1.6B of Stride stock for Q2 2023, down 5.3% quarter-over-quarter.
  • 30 funds opened new Stride positions in Q2 2023 and 27 closed out, a net change of +3 holders.
  • The largest Stride buyer in Q2 2023 was Polar Asset Management Partners, an estimated $13.7M added.
  • The largest Stride seller in Q2 2023 was Boston Partners, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2023.