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NOAH

Noah Holdings

73 hedge funds and large institutions have $470M invested in Noah Holdings in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

55% more capital invested

Capital invested by funds: $302M → $470M (+$168M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more funds holding

Funds holding: 5773 (+16)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

9.57% more ownership

Funds ownership: 46.57%56.14% (+9.6%)

49% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $3.72M

Holders
73
Holders Change
+16
Holders Change %
+28.07%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
23
Reduced
18
Closed
8
Calls
$1.91M
Puts
$3.72M
Net Calls
-$1.81M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
HSG Holding
Hong Kong
$230M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$43.6M +$46.7M +1,441,216 New
AG
3
Ashmore Group
United Kingdom
$26M -$9.73M -300,200 -26%
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$22.7M +$14.8M +457,520 +155%
ICP
5
Indus Capital Partners
New York
$17M +$18.3M +563,500 New
TAM
6
Todd Asset Management
Kentucky
$10.6M -$3.78M -116,547 -25%
KCM
7
Keywise Capital Management
Cayman Islands
$9.19M -$1.47M -45,400 -13%
Artisan Partners
8
Artisan Partners
Wisconsin
$8.8M +$5.77K +178 +0.1%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$8.77M -$4.54M -140,000 -33%
Wells Fargo
10
Wells Fargo
California
$8.2M +$1.03M +31,818 +13%
RFC
11
Russell Frank Company
Washington
$7.97M +$4.18M +129,055 +95%
GPGA
12
Grandeur Peak Global Advisors
Utah
$7.57M -$3.75M -115,725 -32%
NI
13
Numeric Investors
Massachusetts
$6.56M +$4.63M +143,000 +194%
Morgan Stanley
14
Morgan Stanley
New York
$6.25M +$4.22M +130,314 +171%
Goldman Sachs
15
Goldman Sachs
New York
$5.61M +$181K +5,576 +3%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$4.24M
William Blair & Company
17
William Blair & Company
Illinois
$4.22M +$4.53M +139,751 New
ARTA
18
A.R.T. Advisors
New York
$2.81M +$2.73M +84,215 +950%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.8M -$398K -12,287 -12%
First Trust Advisors
20
First Trust Advisors
Illinois
$2.22M +$2.38M +73,408 New
State Street
21
State Street
Massachusetts
$2.13M +$785K +24,225 +52%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.94M +$2.08M +64,060 New
GCP
23
GSA Capital Partners
United Kingdom
$1.76M +$1.02M +31,556 +118%
UBS Group
24
UBS Group
Switzerland
$1.76M +$117K +3,610 +7%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$1.66M +$1.78M +54,980 New

NOAH Hedge Fund Activity: Q2 2015 in Review

73 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q2 2015, worth a combined $470M — up 55% from $302M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NOAH positions and 8 closed out — a net gain of 17 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $46.7M. The largest seller was Ashmore Group, cutting an estimated $9.73M.

  • 73 institutional investors held Noah Holdings (NOAH) as of Q2 2015, up from 57 in Q1 2015.
  • Funds reported $470M of Noah Holdings stock for Q2 2015, up 55% quarter-over-quarter.
  • 25 funds opened new Noah Holdings positions in Q2 2015 and 8 closed out, a net change of +17 holders.
  • The largest Noah Holdings buyer in Q2 2015 was Wellington Management Group, an estimated $46.7M added.
  • The largest Noah Holdings seller in Q2 2015 was Ashmore Group, an estimated $9.73M sold.

Based on aggregated 13F filings for Q2 2015.