Noah Holdings
NOAH
108 hedge funds and large institutions have $690M invested in Noah Holdings in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 14 closing their positions.
66% more call options, than puts
Call options by funds: $1.97M | Put options by funds: $1.19M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 34
0.4% less ownership
Funds ownership: 130.73% → 130.33% (-0.4%)
7% less funds holding
Funds holding: 116 → 108 (-8)
24% less capital invested
Capital invested by funds: $902M → $690M (-$212M)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Pinpoint Asset Management
Hong Kong
|
+$11.1M |
| 2 |
BlackRock
New York
|
+$2.64M |
| 3 |
Millennium Management
New York
|
+$2.15M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$1.74M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$6.47M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$3.98M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.31M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$2.71M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.69M |
NOAH Hedge Fund Activity: Q1 2022 in Review
108 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Noah Holdings (NOAH) for Q1 2022, worth a combined $690M — down 24% from $902M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NOAH and 7 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 45 added.
The largest buyer was Pinpoint Asset Management, adding an estimated $11.1M. The largest seller was TT International Asset Management, exiting entirely with an estimated $6.47M sold.
- 108 institutional investors held Noah Holdings (NOAH) as of Q1 2022, down from 116 in Q4 2021.
- Funds reported $690M of Noah Holdings stock for Q1 2022, down 24% quarter-over-quarter.
- 7 funds opened new Noah Holdings positions in Q1 2022 and 14 closed out, a net change of -7 holders.
- The largest Noah Holdings buyer in Q1 2022 was Pinpoint Asset Management, an estimated $11.1M added.
- The largest Noah Holdings seller in Q1 2022 was TT International Asset Management, an estimated $6.47M sold.
Based on aggregated 13F filings for Q1 2022.