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NOAH

Noah Holdings

126 hedge funds and large institutions have $1.23B invested in Noah Holdings in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6.56% more ownership

Funds ownership: 139.26%145.82% (+6.6%)

9% less funds holding

Funds holding: 138126 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $1.45B → $1.23B (-$225M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

57% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.45M

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
2.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
15
Increased
57
Reduced
28
Closed
26
Calls
$1.48M
Puts
$3.45M
Net Calls
-$1.97M
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oxford Asset Management
United Kingdom
$276K +$302K +6,612 New
YMRC
102
Yorktown Management & Research Company
Virginia
$270K +$77.6K +1,700 +36%
CIM
103
Confluence Investment Management
Missouri
$250K +$10K +220 +4%
AG
104
Advisor Group
Arizona
$248K +$34.6K +758 +15%
SG Americas Securities
105
SG Americas Securities
New York
$229K -$20K -438 -7%
HI
106
HBK Investments
Texas
$224K +$5.61K +123 +2%
DILIC
107
Dai-ichi Life Insurance Company
Japan
$211K
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$211K
FFM
109
Fullerton Fund Management
Singapore
$208K +$225K +4,934 New
SAM
110
Shell Asset Management
Netherlands
$194K -$807K -17,683 -79%
Macquarie Group
111
Macquarie Group
Australia
$156K +$169K +3,700 New
AAM
112
Advisors Asset Management
Colorado
$127K -$69.1K -1,515 -34%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$127K
GAM
114
Guinness Asset Management
United Kingdom
$118K +$22.8K +500 +22%
US Bancorp
115
US Bancorp
Minnesota
$115K +$23K +504 +23%
DCP
116
DSM Capital Partners
Florida
$79K
TFA
117
Toth Financial Advisory
Virginia
$17K
PA
118
Parallel Advisors
California
$15K +$3.33K +73 +25%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$11K -$1.41K -31 -11%
SMFS
120
Squar Milner Financial Services
California
$10K
TFS
121
TrustCore Financial Services
Tennessee
$8K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21K -$43.1K -945 -90%
HLA
123
Hamilton Lane Advisors
Pennsylvania
$2K -$358K -7,853 -17%
KFA
124
Krane Funds Advisors
New York
$2K +$2.33K +51 New
HR
125
Howe & Rusling
New York
$1K

NOAH Hedge Fund Activity: Q3 2018 in Review

126 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2018, worth a combined $1.23B — down 15% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NOAH and 15 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 57 added.

The largest buyer was UBS AM, adding an estimated $39M. The largest seller was Hillhouse Investment Management, exiting entirely with an estimated $46.5M sold.

  • 126 institutional investors held Noah Holdings (NOAH) as of Q3 2018, down from 138 in Q2 2018.
  • Funds reported $1.23B of Noah Holdings stock for Q3 2018, down 15% quarter-over-quarter.
  • 15 funds opened new Noah Holdings positions in Q3 2018 and 26 closed out, a net change of -11 holders.
  • The largest Noah Holdings buyer in Q3 2018 was UBS AM, an estimated $39M added.
  • The largest Noah Holdings seller in Q3 2018 was Hillhouse Investment Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2018.