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NOAH

Noah Holdings

40 hedge funds and large institutions have $62.7M invested in Noah Holdings in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

154% more capital invested

Capital invested by funds: $24.7M → $62.7M (+$38M)

60% more funds holding

Funds holding: 2540 (+15)

3.25% more ownership

Funds ownership: 10.23%13.49% (+3.3%)

39% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $5.97M

Holders
40
Holders Change
+15
Holders Change %
+60%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
13
Reduced
5
Closed
3
Calls
$3.64M
Puts
$5.97M
Net Calls
-$2.32M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$263K +$188K +13,465 +673%
WAM
27
Wolverine Asset Management
Illinois
$260K +$214K +15,300 New
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$249K +$204K +14,587 New
U
29
UBS
Switzerland
$181K +$148K +10,567 New
GC
30
Guggenheim Capital
Illinois
$179K +$147K +10,493 New
BlackRock
31
BlackRock
New York
$127K +$104K +7,460 New
PCM
32
Prelude Capital Management
New York
$77K +$62.9K +4,500 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$61K +$50.3K +3,600 New
TRCT
34
Tower Research Capital (TRC)
New York
$31K +$21.6K +1,547 +611%
Creative Planning
35
Creative Planning
Kansas
$8K +$6.56K +469 New
FMT
36
First Mercantile Trust
Tennessee
$5K +$4.25K +304 New
RNS
37
Robert N. Shapiro
$4K +$2.96K +212 New
BFA
38
BlackRock Fund Advisors
California
$1K -$335 -24 -29%
WA
39
WFG Advisors
Texas
$1K +$419 +30 New
Renaissance Technologies
40
Renaissance Technologies
New York
-$1.61M -181,300 Closed
Two Sigma Investments
41
Two Sigma Investments
New York
-$447K -50,415 Closed
OAM
42
Oxford Asset Management
United Kingdom
-$256K -28,814 Closed
Ameriprise
43
Ameriprise
Minnesota
-$140 -10 -31%

NOAH Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2013, worth a combined $62.7M — up 154% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NOAH positions and 3 closed out — a net gain of 17 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $3.59M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $1.61M sold.

  • 40 institutional investors held Noah Holdings (NOAH) as of Q3 2013, up from 25 in Q2 2013.
  • Funds reported $62.7M of Noah Holdings stock for Q3 2013, up 154% quarter-over-quarter.
  • 20 funds opened new Noah Holdings positions in Q3 2013 and 3 closed out, a net change of +17 holders.
  • The largest Noah Holdings buyer in Q3 2013 was Lord, Abbett & Co, an estimated $3.59M added.
  • The largest Noah Holdings seller in Q3 2013 was Renaissance Technologies, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2013.