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NOAH

Noah Holdings

134 hedge funds and large institutions have $1.4B invested in Noah Holdings in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

11% less funds holding

Funds holding: 150134 (-16)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less capital invested

Capital invested by funds: $1.59B → $1.4B (-$190M)

14.82% less ownership

Funds ownership: 161.77%146.95% (-15%)

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

60% less call options, than puts

Call options by funds: $514K | Put options by funds: $1.27M

Holders
134
Holders Change
-16
Holders Change %
-10.67%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
17
Increased
51
Reduced
39
Closed
31
Calls
$514K
Puts
$1.27M
Net Calls
-$759K
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
51
William Blair Investment Management
Illinois
$2.14M -$13.5M -292,876 -85%
PAMU
52
Pictet Asset Management (UK)
United Kingdom
$2.06M -$8.26M -179,357 -79%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$1.86M -$19.6M -425,912 -91%
Invesco
54
Invesco
Georgia
$1.6M +$71.6K +1,555 +4%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.59M -$36.8K -800 -2%
AG
56
Aperio Group
California
$1.41M -$625K -13,576 -29%
Morgan Stanley
57
Morgan Stanley
New York
$1.22M -$293K -6,354 -18%
Millennium Management
58
Millennium Management
New York
$1.16M +$1.25M +27,148 New
HLA
59
Hamilton Lane Advisors
Pennsylvania
$1.12M -$599K -13,000 -33%
SI
60
Sensato Investors
California
$1.1M -$955K -20,731 -45%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.08M +$1.17M +25,300 New
Canada Life
62
Canada Life
Manitoba, Canada
$1.07M +$341K +7,400 +41%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$1M
BCAM
64
Boston Common Asset Management
Massachusetts
$991K +$260K +5,640 +32%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$986K -$17.6K -382 -2%
RJA
66
Raymond James & Associates
Florida
$966K +$151K +3,287 +17%
Wells Fargo
67
Wells Fargo
California
$925K +$5.07K +110 +0.5%
QC
68
Quadrature Capital
United Kingdom
$918K +$994K +21,576 New
CIP
69
Champlain Investment Partners
Vermont
$787K +$275K +5,965 +48%
First Trust Advisors
70
First Trust Advisors
Illinois
$764K +$115K +2,499 +16%
BCIM
71
British Columbia Investment Management
British Columbia, Canada
$562K
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$562K +$98.9K +2,148 +19%
CBT
73
Capital Bank & Trust
California
$551K
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$532K -$314K -6,811 -35%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$506K -$8.16M -177,121 -94%

NOAH Hedge Fund Activity: Q2 2019 in Review

134 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q2 2019, worth a combined $1.4B — down 12% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NOAH and 17 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 51 added.

The largest buyer was Fidelity International, adding an estimated $62M. The largest seller was Wellington Management Group, exiting entirely with an estimated $43.8M sold.

  • 134 institutional investors held Noah Holdings (NOAH) as of Q2 2019, down from 150 in Q1 2019.
  • Funds reported $1.4B of Noah Holdings stock for Q2 2019, down 12% quarter-over-quarter.
  • 17 funds opened new Noah Holdings positions in Q2 2019 and 31 closed out, a net change of -14 holders.
  • The largest Noah Holdings buyer in Q2 2019 was Fidelity International, an estimated $62M added.
  • The largest Noah Holdings seller in Q2 2019 was Wellington Management Group, an estimated $43.8M sold.

Based on aggregated 13F filings for Q2 2019.