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Scholastic
SCHL

190 hedge funds and large institutions have $1.16B invested in Scholastic in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

9% more funds holding

Funds holding: 175 → 190 (+15)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.19% less ownership

Funds ownership: 86.71% → 85.52% (-1.2%)

14% less capital invested

Capital invested by funds: $1.35B → $1.16B (-$195M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $326K

Holders
190
Holders Change
+15
Holders Change %
+8.57%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
62
Reduced
61
Closed
19
Calls
–
Puts
$326K
Net Calls
-$326K
Net Calls Change
-$1.74M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.8M
2
BlackRock
BlackRock
New York
+$9.46M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.38M
4
ZIM
Zacks Investment Management
Illinois
+$2.18M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$6.21M
2
Lazard Asset Management
Lazard Asset Management
New York
-$4.44M
3
Deutsche Bank
Deutsche Bank
Germany
-$4.02M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.78M
5
KHCM
Kettle Hill Capital Management
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
126
Marshall Wace North America
New York
$258K -$274K -6,314 -50%
GHCM
127
Glen Harbor Capital Management
California
$240K +$2.96K +68 +1%
OSIA
128
O'Shares Investment Advisers
Massachusetts
$217K +$234K +5,394 New
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$198K – – –
MCIM
130
Meadow Creek Investment Management
Georgia
$197K +$2.43K +56 +1%
UBS Group
131
UBS Group
Switzerland
$162K -$284K -6,536 -62%
RCAG
132
Rehmann Capital Advisory Group
Michigan
$158K +$435 +10 +0.3%
EP
133
Elkfork Partners
Oregon
$155K +$1.91K +44 +1%
RCM
134
Riverhead Capital Management
Delaware
$126K – – –
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$121K -$6.22K -143 -5%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$116K – – –
TAM
137
Tyers Asset Management
Texas
$113K +$1.39K +32 +1%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$107K +$47.3K +1,087 +70%
MAM
139
Meeder Asset Management
Ohio
$96K +$5.61K +129 +6%
FMT
140
First Mercantile Trust
Tennessee
$95K -$8.69K -200 -8%
AIP
141
Ameritas Investment Partners
Nebraska
$94K – – –
Federated Hermes
142
Federated Hermes
Pennsylvania
$84K +$79.5K +1,828 +714%
AIM
143
Assured Investment Management
New York
$66K +$71.7K +1,649 New
QT
144
Quantamental Technologies
New York
$61K +$65.5K +1,506 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$57K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$50K +$8.95K +206 +20%
SIS
147
Sound Income Strategies
Florida
$48K +$51.8K +1,192 New
QT
148
Quantbot Technologies
New York
$44K -$252K -5,800 -84%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$39K +$29.8K +685 +264%
PCM
150
Prelude Capital Management
New York
$36K +$39.1K +900 New
4 5
6
7 8

SCHL Hedge Fund Activity: Q4 2018 in Review

190 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q4 2018, worth a combined $1.16B — down 14% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SCHL positions and 19 closed out — a net gain of 17 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was AJO LP, cutting an estimated $6.21M.

  • 190 institutional investors held Scholastic (SCHL) as of Q4 2018, up from 175 in Q3 2018.
  • Funds reported $1.16B of Scholastic stock for Q4 2018, down 14% quarter-over-quarter.
  • 36 funds opened new Scholastic positions in Q4 2018 and 19 closed out, a net change of +17 holders.
  • The largest Scholastic buyer in Q4 2018 was Morgan Stanley, an estimated $10.8M added.
  • The largest Scholastic seller in Q4 2018 was AJO LP, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2018.