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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.

New
Increased
Maintained
Reduced
Closed

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: 295309 (+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: 65 (-1)

26% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 121

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
4.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
56
Increased
89
Reduced
121
Closed
40
Calls
$45.6M
Puts
$26.9M
Net Calls
+$18.7M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$410M -$15.1M -251,212 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M -$5.78M -95,810 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$181M -$6.75M -111,996 -4%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$111M +$107M +1,766,488 New
Morgan Stanley
5
Morgan Stanley
New York
$105M -$135M -2,233,760 -57%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$105M +$15.9M +263,217 +19%
State Street
7
State Street
Massachusetts
$97.9M +$802K +13,305 +0.9%
Invesco
8
Invesco
Georgia
$92.5M +$13.5M +224,317 +18%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$72.8M +$1.86M +30,854 +3%
Swedbank
10
Swedbank
Sweden
$60.4M +$38M +629,900 +192%
RHJA
11
Rice Hall James & Associates
California
$58.4M -$1.27M -21,032 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$56.4M +$1.71M +28,312 +3%
N
13
Nuveen
North Carolina
$42.6M -$1.31M -21,731 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$41.4M +$781K +12,957 +2%
PCM
15
Palisade Capital Management
New Jersey
$39.7M -$677K -11,235 -2%
Deutsche Bank
16
Deutsche Bank
Germany
$36.1M -$1.77M -29,319 -5%
Bank of America
17
Bank of America
North Carolina
$35.5M -$697K -11,558 -2%
American Century Companies
18
American Century Companies
Missouri
$35M -$12.6M -209,428 -27%
IECM
19
Intrinsic Edge Capital Management
Illinois
$34.3M +$18.8M +311,094 +133%
Goldman Sachs
20
Goldman Sachs
New York
$33.4M -$6.79M -112,583 -18%
Barclays
21
Barclays
United Kingdom
$32.6M -$1.61M -26,704 -5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$32.1M +$26.5M +439,911 +642%
Charles Schwab
23
Charles Schwab
California
$31.4M -$276K -4,580 -0.9%
OAM
24
Ophir Asset Management
Australia
$31M -$758K -12,571 -2%
SFM
25
Systematic Financial Management
New Jersey
$28.2M +$83.3K +1,382 +0.3%

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.