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NOAH

Noah Holdings
NOAH

52 hedge funds and large institutions have $248M invested in Noah Holdings in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

29% more capital invested

Capital invested by funds: $193M → $248M (+$55.9M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 52 → 52 (0)

8.83% less ownership

Funds ownership: 51.65% → 42.82% (-8.8%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

90% less call options, than puts

Call options by funds: $3.12M | Put options by funds: $30.1M

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
18
Increased
12
Reduced
15
Closed
17
Calls
$3.12M
Puts
$30.1M
Net Calls
-$26.9M
Net Calls Change
-$25M

Top Buyers

Rank Fund Capital Flow
1
KCM
Keywise Capital Management
Cayman Islands
+$7.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$3.47M
3
Wells Fargo
Wells Fargo
California
+$2.66M
4
HLA
Hamilton Lane Advisors
Pennsylvania
+$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
HH
HSG Holding
Hong Kong
-$38.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.8M
3
Artisan Partners
Artisan Partners
Wisconsin
-$4.77M
4
OAM
Oxford Asset Management
United Kingdom
-$2.52M
5
Millennium Management
Millennium Management
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
26
A.R.T. Advisors
New York
$761K +$633K +36,437 New
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$738K +$613K +35,289 New
SPM
28
Symmetry Peak Management
Pennsylvania
$713K +$592K +34,100 New
GC
29
Guggenheim Capital
Illinois
$536K -$27.9K -1,608 -6%
AAM
30
Advisors Asset Management
Colorado
$459K +$28.2K +1,626 +8%
RA
31
Royce & Associates
New York
$349K – – –
LPL Financial
32
LPL Financial
California
$321K +$41.7K +2,399 +19%
HTC
33
Hershey Trust Company
Pennsylvania
$301K +$22.7K +1,308 +10%
ZCI
34
Zevenbergen Capital Investments
Washington
$301K +$250K +14,396 New
PG
35
PEAK6 Group
Illinois
$275K -$163K -9,354 -42%
BOTOTLSJU
36
Board of Trustees of The Leland Stanford Junior University
California
$264K +$219K +12,596 New
CAM
37
CG Asset Management
New York
$219K +$182K +10,500 New
AG
38
Aperio Group
California
$205K +$171K +9,820 New
Citigroup
39
Citigroup
New York
$200K +$160K +9,206 +2,572%
Parallax Volatility Advisers
40
Parallax Volatility Advisers
California
$195K +$162K +9,307 New
RWJF
41
Robert Wood Johnson Foundation
New Jersey
$188K +$156K +8,998 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$145K -$87 -5 -0.1%
BlackRock
43
BlackRock
New York
$119K -$20K -1,150 -17%
KPCM
44
Kings Point Capital Management
New York
$84K – – –
Simplex Trading
45
Simplex Trading
Illinois
$76K +$62.9K +3,618 New
UBS Group
46
UBS Group
Switzerland
$75K +$62.4K +3,590 New
QT
47
Quantbot Technologies
New York
$27K -$72.3K -4,162 -76%
BJ
48
BlackRock Japan
Japan
$22K +$18.1K +1,043 New
Bank of America
49
Bank of America
North Carolina
$16K -$17.8K -1,025 -57%
Lazard Asset Management
50
Lazard Asset Management
New York
$10K – – –
1
2
3

NOAH Hedge Fund Activity: Q4 2014 in Review

52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q4 2014, worth a combined $248M — up 29% from $193M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NOAH positions and 17 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Keywise Capital Management, opening a new position worth an estimated $7.6M. The largest seller was HSG Holding, cutting an estimated $38.2M.

  • 52 institutional investors held Noah Holdings (NOAH) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $248M of Noah Holdings stock for Q4 2014, up 29% quarter-over-quarter.
  • 18 funds opened new Noah Holdings positions in Q4 2014 and 17 closed out, a net change of +1 holder.
  • The largest Noah Holdings buyer in Q4 2014 was Keywise Capital Management, an estimated $7.6M added.
  • The largest Noah Holdings seller in Q4 2014 was HSG Holding, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2014.