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NOAH

Noah Holdings

79 hedge funds and large institutions have $851M invested in Noah Holdings in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $672M → $851M (+$179M)

14.78% more ownership

Funds ownership: 118.88%133.66% (+15%)

5% more funds holding

Funds holding: 7579 (+4)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

42% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.34M

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
17
Increased
26
Reduced
14
Closed
12
Calls
$1.35M
Puts
$2.34M
Net Calls
-$992K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
HSG Holding
Hong Kong
$193M
WA
2
WFM Asia
British Virgin Islands
$96.9M
GAM
3
Greenwoods Asset Management
Cayman Islands
$84.1M
YCM
4
Yiheng Capital Management
California
$52.5M
TPC
5
Tiger Pacific Capital
New York
$46.1M
DSA
6
Davis Selected Advisers
Arizona
$45.8M -$260K -8,508 -0.6%
Fidelity International
7
Fidelity International
Bermuda
$44.4M +$1.04M +34,190 +3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$41.6M -$84.1K -2,755 -0.2%
CFM
9
Coronation Fund Managers
South Africa
$40.5M +$35.5M +1,163,956 +1,203%
JP Morgan Chase
10
JP Morgan Chase
New York
$27.6M +$4.22M +138,248 +19%
Lazard Asset Management
11
Lazard Asset Management
New York
$18.1M +$17.2M +563,800 New
GQG Partners
12
GQG Partners
Florida
$17.6M +$16.7M +548,670 New
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$16.1M +$7.83M +256,489 +104%
BlackRock
14
BlackRock
New York
$12.8M +$903K +29,588 +8%
Goldman Sachs
15
Goldman Sachs
New York
$11.2M -$1.19M -39,012 -10%
Morgan Stanley
16
Morgan Stanley
New York
$8.93M -$6.93M -227,037 -45%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$8.75M +$117K +3,843 +1%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$8.59M +$5.65M +185,065 +225%
Franklin Resources
19
Franklin Resources
California
$7.8M +$7.42M +242,934 New
HP
20
Hosking Partners
United Kingdom
$6.39M +$23.4K +767 +0.4%
Wells Fargo
21
Wells Fargo
California
$5.77M +$62.5K +2,046 +1%
MWNA
22
Marshall Wace North America
New York
$4.93M +$4.7M +154,013 New
HSBC Holdings
23
HSBC Holdings
United Kingdom
$4.82M
Artisan Partners
24
Artisan Partners
Wisconsin
$4.2M +$131K +4,291 +3%
State Street
25
State Street
Massachusetts
$4.09M +$202K +6,626 +5%

NOAH Hedge Fund Activity: Q3 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2017, worth a combined $851M — up 27% from $672M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NOAH positions and 12 closed out — a net gain of 5 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Coronation Fund Managers, adding an estimated $35.5M. The largest seller was Morgan Stanley, cutting an estimated $6.93M.

  • 79 institutional investors held Noah Holdings (NOAH) as of Q3 2017, up from 75 in Q2 2017.
  • Funds reported $851M of Noah Holdings stock for Q3 2017, up 27% quarter-over-quarter.
  • 17 funds opened new Noah Holdings positions in Q3 2017 and 12 closed out, a net change of +5 holders.
  • The largest Noah Holdings buyer in Q3 2017 was Coronation Fund Managers, an estimated $35.5M added.
  • The largest Noah Holdings seller in Q3 2017 was Morgan Stanley, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2017.