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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$35.5M |
| 2 |
Lazard Asset Management
New York
|
+$17.2M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$16.7M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$7.83M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$7.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.93M |
| 2 |
KCM
Keywise Capital Management
Grand Cayman,
Cayman Islands
|
-$2.8M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.55M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.44M |
| 5 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$1.37M |
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.