We are live on ! Find out more
NOAH

Noah Holdings
NOAH

52 hedge funds and large institutions have $248M invested in Noah Holdings in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

29% more capital invested

Capital invested by funds: $193M → $248M (+$55.9M)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding

Funds holding: 52 → 52 (0)

8.83% less ownership

Funds ownership: 51.65% → 42.82% (-8.8%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

90% less call options, than puts

Call options by funds: $3.12M | Put options by funds: $30.1M

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
18
Increased
12
Reduced
15
Closed
17
Calls
$3.12M
Puts
$30.1M
Net Calls
-$26.9M
Net Calls Change
-$25M

Top Buyers

1
KCM
Keywise Capital Management
Cayman Islands
+$7.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$3.47M
3
Wells Fargo
Wells Fargo
California
+$2.66M
4
HLA
Hamilton Lane Advisors
Pennsylvania
+$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.74M

Top Sellers

1
HH
HSG Holding
Hong Kong
-$38.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$12.8M
3
Artisan Partners
Artisan Partners
Wisconsin
-$4.77M
4
OAM
Oxford Asset Management
United Kingdom
-$2.52M
5
Millennium Management
Millennium Management
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1
HSG Holding
Hong Kong
$159M -$38.2M -2,200,000 -22%
AG
2
Ashmore Group
United Kingdom
$17.8M +$19.4K +1,115 +0.1%
KCM
3
Keywise Capital Management
Cayman Islands
$9.14M +$7.6M +437,283 New
Artisan Partners
4
Artisan Partners
Wisconsin
$7.81M -$4.77M -274,358 -42%
GPGA
5
Grandeur Peak Global Advisors
Utah
$7.36M -$579K -33,300 -9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$4.99M -$12.8M -737,013 -76%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$4.18M +$3.47M +200,001 New
Wells Fargo
8
Wells Fargo
California
$3.94M +$2.66M +153,093 +432%
Goldman Sachs
9
Goldman Sachs
New York
$3.64M +$565K +32,521 +23%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.95M +$1.74M +100,227 +244%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$2.93M – – –
HLA
12
Hamilton Lane Advisors
Pennsylvania
$2.11M +$1.75M +100,776 New
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$2.02M – – –
OAM
14
Oxford Asset Management
United Kingdom
$1.98M -$2.52M -145,190 -61%
Morgan Stanley
15
Morgan Stanley
New York
$1.47M +$501K +28,818 +69%
EC
16
EJF Capital
Virginia
$1.25M +$1.04M +60,000 New
RFC
17
Russell Frank Company
Washington
$1.2M +$88.2K +5,079 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.14M +$945K +54,409 New
OAM
19
Oberweis Asset Management
Illinois
$1.12M +$929K +53,500 New
DC
20
Deere & Company
Illinois
$1.05M -$89.2K -5,136 -9%
Citadel Advisors
21
Citadel Advisors
Florida
$1.04M +$158K +9,102 +22%
State Street
22
State Street
Massachusetts
$1.01M -$78.9K -4,541 -9%
Invesco
23
Invesco
Georgia
$996K -$209K -12,030 -20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$967K -$53.4K -3,076 -6%
CS
25
Credit Suisse
Switzerland
$935K +$53.2K +3,063 +7%
1
2 3

NOAH Hedge Fund Activity: Q4 2014 in Review

52 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q4 2014, worth a combined $248M — up 29% from $193M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NOAH positions and 17 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Keywise Capital Management, opening a new position worth an estimated $7.6M. The largest seller was HSG Holding, cutting an estimated $38.2M.

  • 52 institutional investors held Noah Holdings (NOAH) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $248M of Noah Holdings stock for Q4 2014, up 29% quarter-over-quarter.
  • 18 funds opened new Noah Holdings positions in Q4 2014 and 17 closed out, a net change of +1 holder.
  • The largest Noah Holdings buyer in Q4 2014 was Keywise Capital Management, an estimated $7.6M added.
  • The largest Noah Holdings seller in Q4 2014 was HSG Holding, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2014.