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NOAH

Noah Holdings

40 hedge funds and large institutions have $62.7M invested in Noah Holdings in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

154% more capital invested

Capital invested by funds: $24.7M → $62.7M (+$38M)

60% more funds holding

Funds holding: 2540 (+15)

3.25% more ownership

Funds ownership: 10.23%13.49% (+3.3%)

39% less call options, than puts

Call options by funds: $3.64M | Put options by funds: $5.97M

Holders
40
Holders Change
+15
Holders Change %
+60%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
13
Reduced
5
Closed
3
Calls
$3.64M
Puts
$5.97M
Net Calls
-$2.32M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$17.7M +$494K +35,363 +4%
AG
2
Ashmore Group
United Kingdom
$8.19M +$769K +55,000 +13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.14M
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.38M +$3.59M +257,037 New
OAM
5
Oberweis Asset Management
Illinois
$4.22M +$1.37M +97,700 +65%
CIC
6
Chilton Investment Company
Connecticut
$2.67M +$45.3K +3,243 +2%
Bank of America
7
Bank of America
North Carolina
$1.84M +$1.43M +102,602 +2,010%
EC
8
EJF Capital
Virginia
$1.75M +$1.43M +102,500 New
MCM
9
McKinley Capital Management
Alaska
$1.55M +$1.27M +90,721 New
TG
10
TCW Group
California
$1.48M +$1.21M +86,500 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.33M +$496K +35,471 +83%
Morgan Stanley
12
Morgan Stanley
New York
$1.06M +$867K +62,009 New
Invesco
13
Invesco
Georgia
$944K +$116K +8,317 +18%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$854K +$187K +13,353 +36%
Jane Street
15
Jane Street
New York
$849K +$696K +49,809 New
Wells Fargo
16
Wells Fargo
California
$682K +$559K +40,014 New
DC
17
Deere & Company
Illinois
$635K -$140K -9,993 -21%
FIG
18
Fortress Investment Group
New York
$477K +$391K +28,000 New
Baillie Gifford & Co
19
Baillie Gifford & Co
United Kingdom
$460K
Millennium Management
20
Millennium Management
New York
$443K -$124K -8,837 -25%
PG
21
PEAK6 Group
Illinois
$384K +$259K +18,497 +70%
CS
22
Credit Suisse
Switzerland
$384K +$156K +11,172 +98%
SPM
23
Symmetry Peak Management
Pennsylvania
$301K +$107K +7,627 +76%
EMG
24
Ellington Management Group
Connecticut
$295K +$242K +17,300 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$292K -$128K -9,154 -35%

NOAH Hedge Fund Activity: Q3 2013 in Review

40 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2013, worth a combined $62.7M — up 154% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NOAH positions and 3 closed out — a net gain of 17 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $3.59M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $1.61M sold.

  • 40 institutional investors held Noah Holdings (NOAH) as of Q3 2013, up from 25 in Q2 2013.
  • Funds reported $62.7M of Noah Holdings stock for Q3 2013, up 154% quarter-over-quarter.
  • 20 funds opened new Noah Holdings positions in Q3 2013 and 3 closed out, a net change of +17 holders.
  • The largest Noah Holdings buyer in Q3 2013 was Lord, Abbett & Co, an estimated $3.59M added.
  • The largest Noah Holdings seller in Q3 2013 was Renaissance Technologies, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2013.