Noah Holdings
NOAH
79 hedge funds and large institutions have $311M invested in Noah Holdings in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
14% more funds holding
Funds holding: 69 → 79 (+10)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.5% less ownership
Funds ownership: 8.73% → 8.22% (-0.5%)
17% less capital invested
Capital invested by funds: $375M → $311M (-$64.2M)
36% less call options, than puts
Call options by funds: $351K | Put options by funds: $546K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.2M |
| 3 |
Morgan Stanley
New York
|
+$2.19M |
| 4 |
BlackRock
New York
|
+$1.5M |
| 5 |
Renaissance Technologies
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.8M |
| 2 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$4.31M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$3.56M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$911K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$853K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
76
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | +$104 | +9 | +7% |
|
77
Citigroup
New York
| $572 | – | – | – |
|
|
UB
78
UMB Bank
Kansas City,
Missouri
| $206 | – | – | – |
|
|
PS
79
Principal Securities
Des Moines,
Iowa
| $194 | – | – | – |
|
|
80
Vanguard Group
Malvern,
Pennsylvania
| – | -$18.8M | -1,363,869 | Closed |
|
|
81
California Public Employees Retirement System
Sacramento,
California
| – | -$911K | -65,981 | Closed |
|
82
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$389K | -28,200 | Closed |
|
|
BTI
83
Blue Trust Inc
Alpharetta,
Georgia
| – | -$6K | -454 | Closed |
|
|
NA
84
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.71K | -124 | Closed |
|
|
LC
85
Lindbrook Capital
Calabasas,
California
| – | -$1.31K | -95 | Closed |
|
86
Wells Fargo
San Francisco,
California
| – | -$1.13K | -82 | Closed |
|
NOAH Hedge Fund Activity: Q1 2024 in Review
79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q1 2024, worth a combined $311M — down 17% from $375M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NOAH positions and 7 closed out — a net gain of 10 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Millennium Management, adding an estimated $3.66M. The largest seller was Vanguard Group, exiting entirely with an estimated $18.8M sold.
- 79 institutional investors held Noah Holdings (NOAH) as of Q1 2024, up from 69 in Q4 2023.
- Funds reported $311M of Noah Holdings stock for Q1 2024, down 17% quarter-over-quarter.
- 17 funds opened new Noah Holdings positions in Q1 2024 and 7 closed out, a net change of +10 holders.
- The largest Noah Holdings buyer in Q1 2024 was Millennium Management, an estimated $3.66M added.
- The largest Noah Holdings seller in Q1 2024 was Vanguard Group, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2024.