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NOAH

Noah Holdings

141 hedge funds and large institutions have $1.33B invested in Noah Holdings in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

12% more funds holding

Funds holding: 126141 (+15)

8.89% more ownership

Funds ownership: 145.82%154.72% (+8.9%)

8% more capital invested

Capital invested by funds: $1.23B → $1.33B (+$98.2M)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

68% less call options, than puts

Call options by funds: $844K | Put options by funds: $2.62M

Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
3.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
30
Increased
39
Reduced
42
Closed
13
Calls
$844K
Puts
$2.62M
Net Calls
-$1.78M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$10.7M -$255K -6,149 -2%
Northern Trust
27
Northern Trust
Illinois
$9.53M -$905K -21,793 -9%
HP
28
Hosking Partners
United Kingdom
$9.13M -$331K -7,971 -4%
Lazard Asset Management
29
Lazard Asset Management
New York
$7.79M -$847K -20,400 -10%
CCP
30
Clough Capital Partners
Massachusetts
$7.64M +$7.32M +176,300 New
Deutsche Bank
31
Deutsche Bank
Germany
$6.82M +$1.3M +31,329 +25%
PCIG
32
Partners Capital Investment Group
Massachusetts
$6.52M +$4.16M +100,076 +198%
Goldman Sachs
33
Goldman Sachs
New York
$5.84M -$3.45M -83,140 -38%
N
34
Nuveen
North Carolina
$5.22M -$25.8K -622 -0.5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$4.95M +$1.13M +27,252 +32%
Bank of America
36
Bank of America
North Carolina
$4.58M +$64.4K +1,550 +1%
Legal & General Group
37
Legal & General Group
United Kingdom
$4.43M +$1.67M +40,337 +65%
CIS
38
Capital International Sarl
California
$4.38M
CS
39
Credit Suisse
Switzerland
$3.68M +$353K +8,512 +11%
DI
40
Dalton Investments
Nevada
$3.68M +$3.52M +84,851 New
Citigroup
41
Citigroup
New York
$3.62M +$780K +18,776 +29%
PG
42
Pendal Group
Australia
$3.45M +$858K +20,656 +35%
Artisan Partners
43
Artisan Partners
Wisconsin
$3.3M -$40.1K -966 -1%
DZ Bank
44
DZ Bank
Germany
$3.27M -$1.37M -33,100 -31%
UBS Group
45
UBS Group
Switzerland
$3.05M +$225K +5,423 +8%
PPA
46
Parametric Portfolio Associates
Washington
$2.87M +$567K +13,646 +26%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$2.73M -$31.7K -764 -1%
Invesco
48
Invesco
Georgia
$2.63M +$898K +21,632 +55%
PGCM
49
Prescott Group Capital Management
Oklahoma
$2.6M
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.46M -$146K -3,510 -6%

NOAH Hedge Fund Activity: Q4 2018 in Review

141 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q4 2018, worth a combined $1.33B — up 8% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NOAH positions and 13 closed out — a net gain of 17 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Yiheng Capital Management, adding an estimated $25.5M. The largest seller was GQG Partners, exiting entirely with an estimated $26.5M sold.

  • 141 institutional investors held Noah Holdings (NOAH) as of Q4 2018, up from 126 in Q3 2018.
  • Funds reported $1.33B of Noah Holdings stock for Q4 2018, up 8% quarter-over-quarter.
  • 30 funds opened new Noah Holdings positions in Q4 2018 and 13 closed out, a net change of +17 holders.
  • The largest Noah Holdings buyer in Q4 2018 was Yiheng Capital Management, an estimated $25.5M added.
  • The largest Noah Holdings seller in Q4 2018 was GQG Partners, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2018.