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NOAH

Noah Holdings

66 hedge funds and large institutions have $595M invested in Noah Holdings in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $477M → $595M (+$118M)

5.84% more ownership

Funds ownership: 77.35%83.19% (+5.8%)

2% more funds holding

Funds holding: 6566 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.3M

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
11
Increased
24
Reduced
15
Closed
7
Calls
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
HSG Holding
Hong Kong
$193M
GAM
2
Greenwoods Asset Management
Cayman Islands
$70.1M
WA
3
WFM Asia
British Virgin Islands
$69.4M +$27M +1,077,200 +65%
TPC
4
Tiger Pacific Capital
New York
$36.4M
Fidelity International
5
Fidelity International
Bermuda
$33.7M +$2.82M +112,774 +9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$33.7M -$6.05M -241,555 -15%
YCM
7
Yiheng Capital Management
California
$33.2M +$1.29M +51,529 +4%
DSA
8
Davis Selected Advisers
Arizona
$32.1M +$2.6M +103,972 +9%
Goldman Sachs
9
Goldman Sachs
New York
$13M +$4.88M +194,859 +62%
Morgan Stanley
10
Morgan Stanley
New York
$12.2M +$2.8M +111,758 +30%
BlackRock
11
BlackRock
New York
$8.52M +$8.32M +332,119 +9,533%
TAM
12
Todd Asset Management
Kentucky
$5.4M -$16.7K -667 -0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.02M +$3.04M +121,365 +159%
HP
14
Hosking Partners
United Kingdom
$4.95M +$2.54M +101,330 +108%
Wells Fargo
15
Wells Fargo
California
$4.35M +$6.21K +248 +0.1%
KCM
16
Keywise Capital Management
Cayman Islands
$3.83M -$273K -10,900 -7%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$3.81M
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$3.6M
SD
19
Sumway Development
China
$3.44M
Artisan Partners
20
Artisan Partners
Wisconsin
$3.24M -$49.1K -1,962 -2%
State Street
21
State Street
Massachusetts
$2.92M -$2.77M -110,469 -49%
Northern Trust
22
Northern Trust
Illinois
$2.56M +$1.6M +64,065 +174%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M +$1.9M +76,000 New
Invesco
24
Invesco
Georgia
$1.88M +$117K +4,677 +7%
UBS Group
25
UBS Group
Switzerland
$1.56M +$70K +2,794 +5%

NOAH Hedge Fund Activity: Q1 2017 in Review

66 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q1 2017, worth a combined $595M — up 25% from $477M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NOAH positions and 7 closed out — a net gain of 4 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was WFM Asia, adding an estimated $27M. The largest seller was Wellington Management Group, cutting an estimated $6.05M.

  • 66 institutional investors held Noah Holdings (NOAH) as of Q1 2017, up from 65 in Q4 2016.
  • Funds reported $595M of Noah Holdings stock for Q1 2017, up 25% quarter-over-quarter.
  • 11 funds opened new Noah Holdings positions in Q1 2017 and 7 closed out, a net change of +4 holders.
  • The largest Noah Holdings buyer in Q1 2017 was WFM Asia, an estimated $27M added.
  • The largest Noah Holdings seller in Q1 2017 was Wellington Management Group, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2017.