We are live on ! Find out more
SCHL icon

Scholastic

142 hedge funds and large institutions have $544M invested in Scholastic in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 59 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.22M

1.48% less ownership

Funds ownership: 81.2%79.73% (-1.5%)

11% less funds holding

Funds holding: 160142 (-18)

31% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 59

31% less capital invested

Capital invested by funds: $793M → $544M (-$249M)

46% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 37

Holders
142
Holders Change
-18
Holders Change %
-11.25%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
41
Reduced
59
Closed
37
Calls
$1.61M
Puts
$1.22M
Net Calls
+$396K
Net Calls Change
+$692K
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
151
Zebra Capital Management
Connecticut
-$332K -11,086 Closed
WIA
152
Wealthstreet Investment Advisors
Texas
-$263K -8,800 Closed
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
-$258K -8,623 Closed
II
154
Inspire Investing
Idaho
-$233K -7,769 Closed
MFG
155
Magnus Financial Group
New York
-$231K -7,723 Closed
Truist Financial
156
Truist Financial
North Carolina
-$224K -7,467 Closed
HSBC Holdings
157
HSBC Holdings
United Kingdom
-$217K -7,228 Closed
CGH
158
Crossmark Global Holdings
Texas
-$203K -6,780 Closed
ASRS
159
Arizona State Retirement System
Arizona
-$200K -6,693 Closed
CFG
160
Citizens Financial Group
Rhode Island
-$27K -913 Closed
LIA
161
LS Investment Advisors
Michigan
-$26K -874 Closed
Fidelity Investments
162
Fidelity Investments
Massachusetts
-$14K -466 Closed
VCM
163
Versant Capital Management
Arizona
-$10.3K -420 -94%
SIS
164
Sound Income Strategies
Florida
-$12K -389 Closed
QT
165
Quantbot Technologies
New York
-$9K -326 Closed
SPIA
166
Steward Partners Investment Advisory
New York
-$9K -300 Closed
OPS
167
Orion Portfolio Solutions
Nebraska
-$7K -225 Closed
EI
168
Ellevest Inc
New York
-$5K -162 Closed
PAG
169
Private Advisor Group
New Jersey
-$3K -105 Closed
QCG
170
Quadrant Capital Group
Ohio
-$1.47K -60 -98%
TFO
171
Tarbox Family Office
California
-$2K -51 Closed
ABC
172
Associated Banc-Corp
Wisconsin
-$1K -47 Closed
FCA
173
FinTrust Capital Advisors
South Carolina
-$1K -37 Closed
FHC
174
First Horizon Corporation
Tennessee
+$171 +7 New
HGWM
175
Harvest Group Wealth Management
Massachusetts
+$245 +10 New

SCHL Hedge Fund Activity: Q3 2020 in Review

142 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q3 2020, worth a combined $544M — down 31% from $793M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SCHL and 20 opened new positions — a net loss of 17 holders — while 59 trimmed existing stakes and 41 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $25M. The largest seller was Royce & Associates, cutting an estimated $19.7M.

  • 142 institutional investors held Scholastic (SCHL) as of Q3 2020, down from 160 in Q2 2020.
  • Funds reported $544M of Scholastic stock for Q3 2020, down 31% quarter-over-quarter.
  • 20 funds opened new Scholastic positions in Q3 2020 and 37 closed out, a net change of -17 holders.
  • The largest Scholastic buyer in Q3 2020 was T. Rowe Price Associates, an estimated $25M added.
  • The largest Scholastic seller in Q3 2020 was Royce & Associates, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2020.