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NOAH

Noah Holdings

61 hedge funds and large institutions have $91.7M invested in Noah Holdings in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

53% more funds holding

Funds holding: 4061 (+21)

46% more capital invested

Capital invested by funds: $62.7M → $91.7M (+$29M)

5.06% more ownership

Funds ownership: 13.49%18.55% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

5% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $3.98M

Holders
61
Holders Change
+21
Holders Change %
+52.5%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.12%
New
30
Increased
13
Reduced
12
Closed
9
Calls
$3.77M
Puts
$3.98M
Net Calls
-$217K
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$19M +$364K +18,565 +2%
HH
2
HSG Holding
Hong Kong
$9M +$9.79M +500,000 New
AG
3
Ashmore Group
United Kingdom
$8.03M -$676K -34,500 -7%
Fidelity International
4
Fidelity International
Bermuda
$6.23M +$6.78M +346,300 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.84M -$4.09M -208,600 -44%
OAM
6
Oberweis Asset Management
Illinois
$4.58M +$135K +6,900 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$4.42M +$4.81M +245,393 New
CIC
8
Chilton Investment Company
Connecticut
$2.87M +$64.3K +3,284 +2%
Bank of America
9
Bank of America
North Carolina
$2.61M +$729K +37,214 +35%
Morgan Stanley
10
Morgan Stanley
New York
$2.29M +$1.28M +65,283 +105%
Goldman Sachs
11
Goldman Sachs
New York
$1.98M +$2.16M +110,064 New
CCP
12
Clough Capital Partners
Massachusetts
$1.88M +$2.04M +104,300 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.8M +$431K +21,981 +28%
HLA
14
Hamilton Lane Advisors
Pennsylvania
$1.65M +$1.79M +91,614 New
MCM
15
McKinley Capital Management
Alaska
$1.63M -$2.78K -142 -0.2%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.59M +$615K +31,400 +63%
Barclays
17
Barclays
United Kingdom
$1.52M +$1.65M +84,357 New
NA
18
Navellier & Associates
Nevada
$1.22M +$1.33M +67,734 New
U
19
UBS
Switzerland
$1.09M +$977K +49,860 +472%
Invesco
20
Invesco
Georgia
$1.04M +$44.4K +2,269 +4%
OAM
21
Oxford Asset Management
United Kingdom
$960K +$1.05M +53,354 New
Millennium Management
22
Millennium Management
New York
$830K +$393K +20,086 +77%
EC
23
EJF Capital
Virginia
$765K -$1.18M -60,000 -59%
First Trust Advisors
24
First Trust Advisors
Illinois
$675K +$734K +37,486 New
DC
25
Deere & Company
Illinois
$658K -$13.4K -686 -2%

NOAH Hedge Fund Activity: Q4 2013 in Review

61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q4 2013, worth a combined $91.7M — up 46% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NOAH positions and 9 closed out — a net gain of 21 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $6.78M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $4.38M sold.

  • 61 institutional investors held Noah Holdings (NOAH) as of Q4 2013, up from 40 in Q3 2013.
  • Funds reported $91.7M of Noah Holdings stock for Q4 2013, up 46% quarter-over-quarter.
  • 30 funds opened new Noah Holdings positions in Q4 2013 and 9 closed out, a net change of +21 holders.
  • The largest Noah Holdings buyer in Q4 2013 was Fidelity International, an estimated $6.78M added.
  • The largest Noah Holdings seller in Q4 2013 was Lord, Abbett & Co, an estimated $4.38M sold.

Based on aggregated 13F filings for Q4 2013.