Scholastic
SCHL
153 hedge funds and large institutions have $689M invested in Scholastic in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 40 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.99% less ownership
Funds ownership: 83.85% → 82.86% (-0.99%)
14% less funds holding
Funds holding: 178 → 153 (-25)
35% less capital invested
Capital invested by funds: $1.06B → $689M (-$374M)
53% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 40
65% less call options, than puts
Call options by funds: $224K | Put options by funds: $639K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$23.7M |
| 2 |
Neuberger Berman Group
New York
|
+$7.22M |
| 3 |
Goldman Sachs
New York
|
+$6.95M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.98M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$18.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$13.1M |
| 3 |
RA
Royce & Associates
New York
|
-$6.54M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.41M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$5.42M |
SCHL Hedge Fund Activity: Q1 2020 in Review
153 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q1 2020, worth a combined $689M — down 35% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of SCHL and 19 opened new positions — a net loss of 21 holders — while 44 trimmed existing stakes and 62 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $23.7M. The largest seller was Zuckerman Investment Group, exiting entirely with an estimated $18.5M sold.
- 153 institutional investors held Scholastic (SCHL) as of Q1 2020, down from 178 in Q4 2019.
- Funds reported $689M of Scholastic stock for Q1 2020, down 35% quarter-over-quarter.
- 19 funds opened new Scholastic positions in Q1 2020 and 40 closed out, a net change of -21 holders.
- The largest Scholastic buyer in Q1 2020 was T. Rowe Price Associates, an estimated $23.7M added.
- The largest Scholastic seller in Q1 2020 was Zuckerman Investment Group, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2020.