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NOAH

Noah Holdings
NOAH

79 hedge funds and large institutions have $851M invested in Noah Holdings in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $672M → $851M (+$179M)

14.78% more ownership

Funds ownership: 118.88% → 133.66% (+15%)

5% more funds holding

Funds holding: 75 → 79 (+4)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

42% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.34M

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
17
Increased
26
Reduced
14
Closed
12
Calls
$1.35M
Puts
$2.34M
Net Calls
-$992K
Net Calls Change
-$627K

Top Buyers

Rank Fund Capital Flow
1
CFM
Coronation Fund Managers
South Africa
+$35.5M
2
Lazard Asset Management
Lazard Asset Management
New York
+$17.2M
3
GQG Partners
GQG Partners
Florida
+$16.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.83M
5
Franklin Resources
Franklin Resources
California
+$7.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.93M
2
KCM
Keywise Capital Management
Cayman Islands
-$2.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.55M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.44M
5
HLA
Hamilton Lane Advisors
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.62M +$34.3K +1,123 +1%
FTIM
27
Flowering Tree Investment Management
Singapore
$3.22M +$3.07M +100,413 New
Neuberger Berman Group
28
Neuberger Berman Group
New York
$2.88M -$88.5K -2,900 -3%
AG
29
Ashmore Group
United Kingdom
$2.5M +$1.01M +33,000 +73%
Allianz Asset Management
30
Allianz Asset Management
Germany
$2.5M +$926K +30,320 +64%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.46M +$339K +11,100 +17%
KCM
32
Keywise Capital Management
Cayman Islands
$2.37M -$2.8M -91,800 -55%
Invesco
33
Invesco
Georgia
$1.53M -$1.12M -36,582 -43%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.3M +$1.23M +40,431 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.22M +$1.16M +37,878 New
CS
36
Credit Suisse
Switzerland
$1.17M +$309K +10,117 +38%
PGCM
37
Prescott Group Capital Management
Oklahoma
$1.16M +$458K +15,000 +71%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.08M +$799K +26,181 +346%
Deutsche Bank
39
Deutsche Bank
Germany
$936K +$890K +29,157 +2,915,700%
Renaissance Technologies
40
Renaissance Technologies
New York
$726K +$690K +22,600 New
SAM
41
Shell Asset Management
Netherlands
$675K – – –
TFA
42
Toth Financial Advisory
Virginia
$591K – – –
AG
43
Aperio Group
California
$561K +$279K +9,143 +110%
TCIM
44
TIAA CREF Investment Management
New York
$530K -$42.7K -1,400 -8%
UBS Group
45
UBS Group
Switzerland
$529K +$399K +13,071 +384%
AQR Capital Management
46
AQR Capital Management
Connecticut
$468K – – –
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$449K +$427K +13,986 New
Millennium Management
48
Millennium Management
New York
$417K -$16.7K -547 -4%
CBT
49
Capital Bank & Trust
California
$416K – – –
RJA
50
Raymond James & Associates
Florida
$410K +$6.17K +202 +2%
1
2
3 4

NOAH Hedge Fund Activity: Q3 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2017, worth a combined $851M — up 27% from $672M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NOAH positions and 12 closed out — a net gain of 5 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Coronation Fund Managers, adding an estimated $35.5M. The largest seller was Morgan Stanley, cutting an estimated $6.93M.

  • 79 institutional investors held Noah Holdings (NOAH) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $851M of Noah Holdings stock for Q3 2017, up 27% quarter-over-quarter.
  • 17 funds opened new Noah Holdings positions in Q3 2017 and 12 closed out, a net change of +5 holders.
  • The largest Noah Holdings buyer in Q3 2017 was Coronation Fund Managers, an estimated $35.5M added.
  • The largest Noah Holdings seller in Q3 2017 was Morgan Stanley, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2017.