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NOAH

Noah Holdings

150 hedge funds and large institutions have $1.59B invested in Noah Holdings in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

78% more call options, than puts

Call options by funds: $3.97M | Put options by funds: $2.23M

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

20% more capital invested

Capital invested by funds: $1.33B → $1.59B (+$261M)

7.06% more ownership

Funds ownership: 154.72%161.77% (+7.1%)

6% more funds holding

Funds holding: 141150 (+9)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
3.25%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
22
Increased
59
Reduced
41
Closed
12
Calls
$3.97M
Puts
$2.23M
Net Calls
+$1.74M
Net Calls Change
+$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$13.6M +$1.67M +34,484 +14%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$11M +$3.94M +81,262 +56%
HP
28
Hosking Partners
United Kingdom
$10.2M -$48.5K -1,000 -0.5%
Northern Trust
29
Northern Trust
Illinois
$9.37M -$1.29M -26,520 -12%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$9.16M -$5.85M -120,547 -39%
PCIG
31
Partners Capital Investment Group
Massachusetts
$8.37M +$1.08M +22,250 +15%
Goldman Sachs
32
Goldman Sachs
New York
$7.44M +$913K +18,826 +14%
Legal & General Group
33
Legal & General Group
United Kingdom
$7.21M +$2.26M +46,548 +45%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$7.04M +$7.05M +145,275 New
Lazard Asset Management
35
Lazard Asset Management
New York
$6.92M -$1.8M -37,100 -21%
DI
36
Dalton Investments
Nevada
$6.42M +$2.31M +47,600 +56%
GKIM
37
GW&K Investment Management
Massachusetts
$6.35M +$6.36M +130,997 New
DCM
38
Driehaus Capital Management
Illinois
$5.91M -$12.1M -249,792 -67%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$5.52M +$31.5K +650 +0.6%
Citigroup
40
Citigroup
New York
$5.36M +$1.31M +27,008 +32%
Deutsche Bank
41
Deutsche Bank
Germany
$4.92M -$2.71M -55,823 -35%
CIS
42
Capital International Sarl
California
$4.53M -$364K -7,500 -7%
CS
43
Credit Suisse
Switzerland
$4.01M -$102K -2,108 -2%
UBS Group
44
UBS Group
Switzerland
$3.83M +$424K +8,739 +12%
Artisan Partners
45
Artisan Partners
Wisconsin
$3.74M +$42.5K +877 +1%
DZ Bank
46
DZ Bank
Germany
$3.63M
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$3.6M +$552K +11,375 +18%
PPA
48
Parametric Portfolio Associates
Washington
$3.58M +$365K +7,521 +11%
Bank of America
49
Bank of America
North Carolina
$3.06M -$2.07M -42,763 -40%
PGCM
50
Prescott Group Capital Management
Oklahoma
$2.91M

NOAH Hedge Fund Activity: Q1 2019 in Review

150 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q1 2019, worth a combined $1.59B — up 20% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NOAH positions and 12 closed out — a net gain of 10 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Capital International Investors, adding an estimated $39.8M. The largest seller was UBS AM, cutting an estimated $15.8M.

  • 150 institutional investors held Noah Holdings (NOAH) as of Q1 2019, up from 141 in Q4 2018.
  • Funds reported $1.59B of Noah Holdings stock for Q1 2019, up 20% quarter-over-quarter.
  • 22 funds opened new Noah Holdings positions in Q1 2019 and 12 closed out, a net change of +10 holders.
  • The largest Noah Holdings buyer in Q1 2019 was Capital International Investors, an estimated $39.8M added.
  • The largest Noah Holdings seller in Q1 2019 was UBS AM, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2019.