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NOAH

Noah Holdings

68 hedge funds and large institutions have $449M invested in Noah Holdings in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,480% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $49K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more capital invested

Capital invested by funds: $419M → $449M (+$29.7M)

0.8% more ownership

Funds ownership: 125.82%126.62% (+0.8%)

3% less funds holding

Funds holding: 7068 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
16
Reduced
30
Closed
7
Calls
$1.26M
Puts
$49K
Net Calls
+$1.22M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
26
KBC Group
Belgium
$612K +$48.3K +2,605 +8%
Invesco
27
Invesco
Georgia
$612K -$105K -5,647 -13%
SVCF
28
Silicon Valley Community Foundation
California
$572K -$15K -808 -2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$527K -$1.32M -70,967 -69%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$521K -$178K -9,611 -23%
SAM
31
Storebrand Asset Management
Norway
$497K -$22.5K -1,214 -4%
N
32
Nuveen
North Carolina
$450K
DCM
33
DGS Capital Management
New Jersey
$383K +$34.6K +1,868 +9%
TI
34
Trexquant Investment
Connecticut
$361K -$312K -16,840 -44%
Group One Trading
35
Group One Trading
Illinois
$347K -$428K -23,084 -52%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$344K -$447K -24,100 -54%
Morgan Stanley
37
Morgan Stanley
New York
$301K -$413K -22,272 -55%
HS
38
HighVista Strategies
Massachusetts
$244K -$12.6K -680 -4%
Northern Trust
39
Northern Trust
Illinois
$242K -$3.23K -174 -1%
CS
40
Credit Suisse
Switzerland
$236K +$23.3K +1,258 +10%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$226K +$253K +13,654 New
Dodge & Cox
42
Dodge & Cox
California
$222K +$40.8K +2,200 +20%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$203K -$2.3M -124,111 -91%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$202K
SEI Investments
45
SEI Investments
Pennsylvania
$178K
Bank of America
46
Bank of America
North Carolina
$144K -$471K -25,419 -74%
QCG
47
Quadrant Capital Group
Ohio
$123K +$26.4K +1,423 +24%
Lazard Asset Management
48
Lazard Asset Management
New York
$107K +$120K +6,476 New
Simplex Trading
49
Simplex Trading
Illinois
$103K -$788K -42,497 -87%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$84K +$53.7K +2,900 +132%

NOAH Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q1 2023, worth a combined $449M — up 7.1% from $419M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NOAH and 6 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 16 added.

The largest buyer was Fidelity International, adding an estimated $26.9M. The largest seller was Tiger Pacific Capital, cutting an estimated $12.5M.

  • 68 institutional investors held Noah Holdings (NOAH) as of Q1 2023, down from 70 in Q4 2022.
  • Funds reported $449M of Noah Holdings stock for Q1 2023, up 7.1% quarter-over-quarter.
  • 6 funds opened new Noah Holdings positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest Noah Holdings buyer in Q1 2023 was Fidelity International, an estimated $26.9M added.
  • The largest Noah Holdings seller in Q1 2023 was Tiger Pacific Capital, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2023.