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NOAH

Noah Holdings

126 hedge funds and large institutions have $1.23B invested in Noah Holdings in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6.56% more ownership

Funds ownership: 139.26%145.82% (+6.6%)

9% less funds holding

Funds holding: 138126 (-12)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $1.45B → $1.23B (-$225M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

57% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.45M

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
2.88%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
15
Increased
57
Reduced
28
Closed
26
Calls
$1.48M
Puts
$3.45M
Net Calls
-$1.97M
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
HSG Holding
Hong Kong
$139M
WA
2
WFM Asia
British Virgin Islands
$111M -$9.58M -209,886 -7%
CFM
3
Coronation Fund Managers
South Africa
$84.2M +$23.3M +510,547 +34%
YCM
4
Yiheng Capital Management
California
$81.9M +$15.3M +334,578 +21%
Fidelity International
5
Fidelity International
Bermuda
$76.9M +$9.66M +211,740 +13%
UBS AM
6
UBS AM
Illinois
$73.2M +$39M +855,054 +97%
TPC
7
Tiger Pacific Capital
New York
$57M +$4.9M +107,398 +9%
BlackRock
8
BlackRock
New York
$54.4M -$22.2K -486 -0%
Franklin Resources
9
Franklin Resources
California
$42.1M +$5.73M +125,562 +14%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$36.5M -$17M -373,351 -30%
DSA
11
Davis Selected Advisers
Arizona
$36.1M -$3.84M -84,130 -9%
GAM
12
Greenwoods Asset Management
Cayman Islands
$28.8M +$13M +285,476 +72%
GQG Partners
13
GQG Partners
Florida
$26.5M -$22.2M -485,820 -44%
JP Morgan Chase
14
JP Morgan Chase
New York
$24.9M -$13.4M -293,917 -33%
State Street
15
State Street
Massachusetts
$22.5M +$2.95M +64,580 +14%
APG Asset Management
16
APG Asset Management
Netherlands
$22.4M +$10.3M +226,653 +58%
CII
17
Capital International Inc
California
$19.7M +$210K +4,600 +1%
CGT
18
Capital Guardian Trust
California
$18.9M +$3.69M +80,900 +22%
Vanguard Group
19
Vanguard Group
Pennsylvania
$17.7M -$239K -5,235 -1%
Aberdeen Group
20
Aberdeen Group
United Kingdom
$17.6M +$19M +416,683 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$16.4M +$8.67M +189,955 +96%
DCM
22
Driehaus Capital Management
Illinois
$13.9M +$13.4M +293,812 +832%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$10.6M -$19.2K -421 -0.2%
FTIM
24
Flowering Tree Investment Management
Singapore
$10.4M +$350K +7,682 +3%
Northern Trust
25
Northern Trust
Illinois
$10.2M +$1.18M +25,943 +12%

NOAH Hedge Fund Activity: Q3 2018 in Review

126 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q3 2018, worth a combined $1.23B — down 15% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NOAH and 15 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 57 added.

The largest buyer was UBS AM, adding an estimated $39M. The largest seller was Hillhouse Investment Management, exiting entirely with an estimated $46.5M sold.

  • 126 institutional investors held Noah Holdings (NOAH) as of Q3 2018, down from 138 in Q2 2018.
  • Funds reported $1.23B of Noah Holdings stock for Q3 2018, down 15% quarter-over-quarter.
  • 15 funds opened new Noah Holdings positions in Q3 2018 and 26 closed out, a net change of -11 holders.
  • The largest Noah Holdings buyer in Q3 2018 was UBS AM, an estimated $39M added.
  • The largest Noah Holdings seller in Q3 2018 was Hillhouse Investment Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2018.