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Scholastic
SCHL

176 hedge funds and large institutions have $884M invested in Scholastic in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.97% less ownership

Funds ownership: 84.03% → 83.06% (-0.97%)

1% less funds holding

Funds holding: 178 → 176 (-2)

6% less capital invested

Capital invested by funds: $941M → $884M (-$57.8M)

25% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 71

38% less call options, than puts

Call options by funds: $489K | Put options by funds: $795K

Holders
176
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
53
Reduced
71
Closed
20
Calls
$489K
Puts
$795K
Net Calls
-$306K
Net Calls Change
-$5.96M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.2M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.79M
3
BlackRock
BlackRock
New York
+$4.67M
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.6M
5
Invesco
Invesco
Georgia
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$49.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$7.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.95M
5
HF
HRT Financial
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFM
26
MHR Fund Management
New York
$4.9M – – –
EF
27
Empowered Funds
Pennsylvania
$4.6M -$285K -7,440 -6%
Ameriprise
28
Ameriprise
Minnesota
$4.55M +$24K +628 +0.5%
N
29
Nuveen
North Carolina
$3.9M +$29.1K +760 +0.7%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.86M +$1.61M +42,146 +70%
Marshall Wace
31
Marshall Wace
United Kingdom
$3.55M +$3.6M +94,152 New
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$3.5M -$2.95M -77,078 -45%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.48M -$103K -2,701 -3%
PFC
34
Phocas Financial Corp
California
$3.25M -$2.33M -60,795 -41%
Legal & General Group
35
Legal & General Group
United Kingdom
$2.99M -$55.3K -1,447 -2%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.9M -$304K -7,937 -9%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.75M -$13.5K -354 -0.5%
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.42M +$877K +22,933 +56%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$2.15M +$1.89M +49,312 +633%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M +$849K +22,204 +64%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$2.12M -$344 -9 -0%
UBS Group
42
UBS Group
Switzerland
$2M +$1.58M +41,389 +352%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.96M -$382K -10,000 -16%
KCM
44
Kennedy Capital Management
Missouri
$1.88M -$2.98K -78 -0.2%
DTL
45
Dynamic Technology Lab
Singapore
$1.82M +$1.85M +48,362 New
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$1.79M +$40.7K +1,064 +2%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.75M +$1.77M +46,364 New
Millennium Management
48
Millennium Management
New York
$1.73M -$710K -18,563 -29%
Prudential Financial
49
Prudential Financial
New Jersey
$1.63M +$144K +3,775 +10%
Barclays
50
Barclays
United Kingdom
$1.58M +$1.01M +26,536 +172%
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SCHL Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q4 2023, worth a combined $884M — down 6.1% from $941M a quarter earlier.

Fund positioning in SCHL was balanced in Q4 2023: 20 funds opened new positions, 20 closed out, 53 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $49.6M.

  • 176 institutional investors held Scholastic (SCHL) as of Q4 2023, down from 178 in Q3 2023.
  • Funds reported $884M of Scholastic stock for Q4 2023, down 6.1% quarter-over-quarter.
  • 20 funds opened new Scholastic positions in Q4 2023 and 20 closed out, a net change of 0 holders.
  • The largest Scholastic buyer in Q4 2023 was Morgan Stanley, an estimated $16.2M added.
  • The largest Scholastic seller in Q4 2023 was T. Rowe Price Associates, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2023.