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Scholastic

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: 11 (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: 178176 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Versant Capital Management
Arizona
$21.1K -$4.93K -129 -19%
BBHC
152
Brown Brothers Harriman & Co
New York
$11.3K
AA
153
AlphaMark Advisors
Kentucky
$11K
SPIA
154
Steward Partners Investment Advisory
New York
$9.58K +$9.71K +254 New
C
155
Covestor
United Kingdom
$9K +$1.45K +38 +18%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$8.71K
LC
157
Lindbrook Capital
California
$6.52K
FHA
158
First Horizon Advisors
Tennessee
$6.33K -$3.17K -83 -33%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$4.52K +$1.26K +33 +38%
FFA
160
Farther Finance Advisors
California
$3.77K
OLVIG
161
Oliver Lagore Vanvalin Investment Group
Michigan
$3.77K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.29K -60 -47%
PS
163
Principal Securities
Iowa
$2.83K +$2.87K +75 New
NA
164
NewEdge Advisors
Louisiana
$2.08K
PWMG
165
Private Wealth Management Group
New Jersey
$2.07K +$2.1K +55 New
S
166
SignatureFD
Georgia
$1.4K
GWS
167
Glassman Wealth Services
Virginia
$1.21K -$115 -3 -9%
RFG
168
RFP Financial Group
Georgia
$943
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$905
GRP
170
Global Retirement Partners
California
$745
BIA
171
Bell Investment Advisors
California
$566
AF
172
Allworth Financial
California
$377
AWM
173
Abound Wealth Management
Tennessee
$264
QCG
174
Quadrant Capital Group
Ohio
$227
PFBT
175
Parkside Financial Bank & Trust
Missouri
$189 -$5.2K -136 -96%

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.