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NOAH

Noah Holdings

52 hedge funds and large institutions have $193M invested in Noah Holdings in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more capital invested

Capital invested by funds: $72.2M → $193M (+$120M)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

33.17% more ownership

Funds ownership: 18.47%51.65% (+33%)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

8% more funds holding

Funds holding: 4852 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $3.27M

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
14
Increased
17
Reduced
13
Closed
10
Calls
$1.34M
Puts
$3.27M
Net Calls
-$1.93M
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$356K +$402K +26,508 New
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$328K
OC
28
Oppenheimer & Co
New York
$328K +$6.74K +445 +2%
PG
29
PEAK6 Group
Illinois
$302K +$279K +18,412 +451%
AAM
30
Advisors Asset Management
Colorado
$273K +$130K +8,613 +74%
RA
31
Royce & Associates
New York
$224K -$327K -21,600 -56%
HTC
32
Hershey Trust Company
Pennsylvania
$176K
LPL Financial
33
LPL Financial
California
$168K +$196K +12,960 New
Verition Fund Management
34
Verition Fund Management
Connecticut
$135K +$153K +10,091 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$93K +$104K +6,890 +9,311%
BlackRock
36
BlackRock
New York
$92K +$103K +6,826 New
U
37
UBS
Switzerland
$86K +$77.1K +5,086 +395%
QT
38
Quantbot Technologies
New York
$73K +$82.7K +5,462 New
KPCM
39
Kings Point Capital Management
New York
$54K +$60.6K +4,000 New
NFG
40
Next Financial Group
Texas
$36K +$40.9K +2,700 New
Bank of America
41
Bank of America
North Carolina
$24K -$138K -9,136 -84%
AP
42
Advisors Preferred
Maryland
$17.3K +$19.5K +1,290 New
Group One Trading
43
Group One Trading
Illinois
$16K -$123K -8,131 -87%
ST
44
Spot Trading
Illinois
$14K +$16.2K +1,067 New
Creative Planning
45
Creative Planning
Kansas
$13K
Lazard Asset Management
46
Lazard Asset Management
New York
$7K +$7.94K +524 New
Citigroup
47
Citigroup
New York
$5K +$758 +50 +16%
TRCT
48
Tower Research Capital (TRC)
New York
$3K -$4.71K -311 -59%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$3K
Ameriprise
50
Ameriprise
Minnesota
$2K +$1.09K +72 +126%

NOAH Hedge Fund Activity: Q3 2014 in Review

52 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2014, worth a combined $193M — up 167% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NOAH positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was HSG Holding, adding an estimated $141M. The largest seller was CRCM LP, exiting entirely with an estimated $3.39M sold.

  • 52 institutional investors held Noah Holdings (NOAH) as of Q3 2014, up from 48 in Q2 2014.
  • Funds reported $193M of Noah Holdings stock for Q3 2014, up 167% quarter-over-quarter.
  • 14 funds opened new Noah Holdings positions in Q3 2014 and 10 closed out, a net change of +4 holders.
  • The largest Noah Holdings buyer in Q3 2014 was HSG Holding, an estimated $141M added.
  • The largest Noah Holdings seller in Q3 2014 was CRCM LP, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2014.