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NOAH

Noah Holdings
NOAH

66 hedge funds and large institutions have $595M invested in Noah Holdings in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $477M → $595M (+$118M)

5.84% more ownership

Funds ownership: 77.35% → 83.19% (+5.8%)

2% more funds holding

Funds holding: 65 → 66 (+1)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.64%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
11
Increased
24
Reduced
15
Closed
7
Calls
–
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$467K

Top Buyers

Rank Fund Capital Flow
1
WA
WFM Asia
British Virgin Islands
+$27M
2
BlackRock
BlackRock
New York
+$8.32M
3
Goldman Sachs
Goldman Sachs
New York
+$4.88M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.04M
5
Fidelity International
Fidelity International
Bermuda
+$2.82M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.05M
2
State Street
State Street
Massachusetts
-$2.77M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.34M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$1.05M
5
Millennium Management
Millennium Management
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.42M +$381K +15,232 +37%
CAIMH
27
Central Asset Investments & Management Holdings
Hong Kong
$937K +$924K +36,900 New
VKH
28
Virtu KCG Holdings
New York
$755K +$745K +29,733 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$578K -$60.1K -2,400 -10%
CSS
30
Cubist Systematic Strategies
Connecticut
$574K +$566K +22,602 New
PPA
31
Parametric Portfolio Associates
Washington
$537K +$171K +6,838 +48%
PGCM
32
Prescott Group Capital Management
Oklahoma
$533K +$526K +21,000 New
TCIM
33
TIAA CREF Investment Management
New York
$525K -$90.1K -3,600 -15%
TC
34
Telemus Capital
Michigan
$508K – – –
SAM
35
Shell Asset Management
Netherlands
$508K +$10.5K +420 +2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$388K -$86.2K -3,444 -18%
GPCM
37
Granite Point Capital Management
Massachusetts
$381K +$376K +15,000 New
AQR Capital Management
38
AQR Capital Management
Connecticut
$370K – – –
CGT
39
Capital Guardian Trust
California
$329K – – –
RJA
40
Raymond James & Associates
Florida
$299K -$12K -479 -4%
Millennium Management
41
Millennium Management
New York
$280K -$1.01M -40,433 -79%
YMRC
42
Yorktown Management & Research Company
Virginia
$241K – – –
AAM
43
Advisors Asset Management
Colorado
$229K -$133K -5,328 -37%
Vanguard Group
44
Vanguard Group
Pennsylvania
$228K +$225K +9,000 New
GC
45
Guggenheim Capital
Illinois
$224K -$33.2K -1,325 -13%
EM
46
ELCO Management
New York
$203K +$200K +8,000 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$200K +$198K +7,895 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$142K -$20.7K -828 -13%
Citigroup
49
Citigroup
New York
$142K +$5.88K +235 +4%
Legal & General Group
50
Legal & General Group
United Kingdom
$102K – – –
1
2
3

NOAH Hedge Fund Activity: Q1 2017 in Review

66 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q1 2017, worth a combined $595M — up 25% from $477M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NOAH positions and 7 closed out — a net gain of 4 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was WFM Asia, adding an estimated $27M. The largest seller was Wellington Management Group, cutting an estimated $6.05M.

  • 66 institutional investors held Noah Holdings (NOAH) as of Q1 2017, up from 65 in Q4 2016.
  • Funds reported $595M of Noah Holdings stock for Q1 2017, up 25% quarter-over-quarter.
  • 11 funds opened new Noah Holdings positions in Q1 2017 and 7 closed out, a net change of +4 holders.
  • The largest Noah Holdings buyer in Q1 2017 was WFM Asia, an estimated $27M added.
  • The largest Noah Holdings seller in Q1 2017 was Wellington Management Group, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2017.