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Scholastic
SCHL

162 hedge funds and large institutions have $1.12B invested in Scholastic in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

0.74% less ownership

Funds ownership: 87.59% → 86.85% (-0.74%)

4% less capital invested

Capital invested by funds: $1.17B → $1.12B (-$50.7M)

4% less funds holding

Funds holding: 169 → 162 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
162
Holders Change
-7
Holders Change %
-4.14%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
57
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.08M
2
SO
STRS Ohio
Ohio
+$1.98M
3
FC
Fairpointe Capital
Illinois
+$1.68M
4
RA
Royce & Associates
New York
+$1.54M
5
BlackRock
BlackRock
New York
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.26M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.31M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$4.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.48M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
151
Avantax Planning Partners
Iowa
$3K +$3K +79 New
QCG
152
Quadrant Capital Group
Ohio
$2K – – –
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$2K +$2.28K +60 New
CAW
155
Cornerstone Advisors (Washington)
Washington
$1K – – –
FGC
156
Financial Gravity Companies
Texas
$1K – – –
IWM
157
IHT Wealth Management
Illinois
$1K – – –
PCG
158
Private Capital Group
Connecticut
$1K – – –
TWA
159
TCI Wealth Advisors
Arizona
$1K – – –
FGAM
160
Financial Gravity Asset Management
Texas
$1K +$836 +22 New
RCAG
161
Rehmann Capital Advisory Group
Michigan
$1K +$912 +24 New
Renaissance Technologies
162
Renaissance Technologies
New York
– -$5.31M -132,431 Closed
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
– -$2.28M -56,878 Closed
Wellington Management Group
164
Wellington Management Group
Massachusetts
– -$1.03M -25,750 Closed
PAM
165
Panagora Asset Management
Massachusetts
– -$856K -21,342 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
– -$460K -11,469 Closed
Millennium Management
167
Millennium Management
New York
– -$382K -9,522 Closed
Simplex Trading
168
Simplex Trading
Illinois
– -$329K -8,656 Closed
LCM
169
Laurion Capital Management
New York
– -$337K -8,405 Closed
Holocene Advisors
170
Holocene Advisors
New York
– -$227K -5,662 Closed
ProShare Advisors
171
ProShare Advisors
Maryland
– -$202K -5,045 Closed
Parallax Volatility Advisers
172
Parallax Volatility Advisers
California
– -$174K -4,326 Closed
Federated Hermes
173
Federated Hermes
Pennsylvania
– -$116K -2,896 Closed
QT
174
Quantbot Technologies
New York
– -$100K -2,500 Closed
Loomis, Sayles & Company
175
Loomis, Sayles & Company
Massachusetts
– -$16K -400 Closed
4 5 6
7
8

SCHL Hedge Fund Activity: Q1 2018 in Review

162 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q1 2018, worth a combined $1.12B — down 4.3% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SCHL and 13 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 57 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.08M. The largest seller was Morgan Stanley, cutting an estimated $7.26M.

  • 162 institutional investors held Scholastic (SCHL) as of Q1 2018, down from 169 in Q4 2017.
  • Funds reported $1.12B of Scholastic stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 13 funds opened new Scholastic positions in Q1 2018 and 19 closed out, a net change of -6 holders.
  • The largest Scholastic buyer in Q1 2018 was JP Morgan Chase, an estimated $2.08M added.
  • The largest Scholastic seller in Q1 2018 was Morgan Stanley, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2018.