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NORD

Nord Anglia Education, Inc.
NORD

Delisted

NORD was delisted on the 1st of September, 2017.

37 hedge funds and large institutions have $386M invested in Nord Anglia Education, Inc. in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $340M → $386M (+$45.7M)

18% less funds holding

Funds holding: 4537 (-8)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
-8
Holders Change %
-17.78%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
10
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$107M +$2.91M +174,244 +3%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$51.4M -$1.19M -71,020 -3%
Ameriprise
3
Ameriprise
Minnesota
$33.1M -$164K -9,800 -0.6%
SP
4
Stockbridge Partners
Massachusetts
$31.9M +$11.1M +667,505 +66%
Fidelity International
5
Fidelity International
Bermuda
$29.7M
TIM
6
Thornburg Investment Management
New Mexico
$27M +$367K +21,974 +2%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$20.4M -$906K -54,248 -5%
Franklin Resources
8
Franklin Resources
California
$17.1M +$1.47M +88,140 +11%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$12.1M -$951K -56,935 -8%
TCM
10
TimesSquare Capital Management
New York
$12M +$10.5M +626,551 New
Wells Fargo
11
Wells Fargo
California
$7.12M -$405K -24,230 -6%
WC
12
Weatherbie Capital
Massachusetts
$4.58M +$4.01M +240,158 New
JHIU
13
Janus Henderson Investors US
Colorado
$4.02M +$244K +14,628 +7%
American Century Companies
14
American Century Companies
Missouri
$3.74M -$240K -14,342 -7%
GA
15
Geneva Advisors
Illinois
$3.3M +$1.47M +88,256 +104%
TG
16
TCW Group
California
$3.24M +$243K +14,558 +9%
Citadel Advisors
17
Citadel Advisors
Florida
$3.11M -$1.89M -113,194 -41%
DCM
18
Driehaus Capital Management
Illinois
$2.62M -$3.89M -232,697 -63%
Federated Hermes
19
Federated Hermes
Pennsylvania
$2.28M -$2.23M -133,500 -53%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.23M +$1.95M +116,844 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.67M +$1.19M +71,459 +440%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.37M +$939K +56,200 +562%
Goldman Sachs
23
Goldman Sachs
New York
$1.11M -$515K -30,814 -35%
WCM
24
Westerly Capital Management
California
$1.11M +$971K +58,147 New
BG
25
Bollard Group
Massachusetts
$954K

NORD Hedge Fund Activity: Q4 2014 in Review

37 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Nord Anglia Education, Inc. (NORD) for Q4 2014, worth a combined $386M — up 13% from $340M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NORD and 8 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Stockbridge Partners, adding an estimated $11.1M. The largest seller was Pier Capital, exiting entirely with an estimated $6.26M sold.

  • 37 institutional investors held Nord Anglia Education, Inc. (NORD) as of Q4 2014, down from 45 in Q3 2014.
  • Funds reported $386M of Nord Anglia Education, Inc. stock for Q4 2014, up 13% quarter-over-quarter.
  • 8 funds opened new Nord Anglia Education, Inc. positions in Q4 2014 and 13 closed out, a net change of -5 holders.
  • The largest Nord Anglia Education, Inc. buyer in Q4 2014 was Stockbridge Partners, an estimated $11.1M added.
  • The largest Nord Anglia Education, Inc. seller in Q4 2014 was Pier Capital, an estimated $6.26M sold.

Based on aggregated 13F filings for Q4 2014.