Scholastic
SCHL
162 hedge funds and large institutions have $995M invested in Scholastic in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 82 reducing their positions, and 19 closing their positions.
6,554% more call options, than puts
Call options by funds: $4.06M | Put options by funds: $61K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
51.49% more ownership
Funds ownership: 83.41% → 134.9% (+51%)
9% more capital invested
Capital invested by funds: $916M → $995M (+$79.4M)
4% less funds holding
Funds holding: 168 → 162 (-6)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
48% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.61M |
| 2 |
Morgan Stanley
New York
|
+$2.99M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$2.97M |
| 4 |
Millennium Management
New York
|
+$2.69M |
| 5 |
Renaissance Technologies
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.87M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.72M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.37M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.2M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$6.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Lazard Asset Management
New York
| – | -$67K | -1,984 | Closed |
|
|
TWA
177
TCI Wealth Advisors
Tucson,
Arizona
| – | -$8.79K | -257 | Closed |
|
|
BAM
178
Belpointe Asset Management
Reno,
Nevada
| – | -$6.16K | -180 | Closed |
|
|
EI
179
Ellevest Inc
New York
| – | -$1.44K | -42 | Closed |
|
180
Comerica Bank
Dallas,
Texas
| – | +$650M | +16,752,664 | New |
|
SCHL Hedge Fund Activity: Q2 2023 in Review
162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q2 2023, worth a combined $995M — up 8.7% from $916M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SCHL and 13 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 43 added.
The largest buyer was Empowered Funds, opening a new position worth an estimated $4.61M. The largest seller was BlackRock, cutting an estimated $9.87M.
- 162 institutional investors held Scholastic (SCHL) as of Q2 2023, down from 168 in Q1 2023.
- Funds reported $995M of Scholastic stock for Q2 2023, up 8.7% quarter-over-quarter.
- 13 funds opened new Scholastic positions in Q2 2023 and 19 closed out, a net change of -6 holders.
- The largest Scholastic buyer in Q2 2023 was Empowered Funds, an estimated $4.61M added.
- The largest Scholastic seller in Q2 2023 was BlackRock, an estimated $9.87M sold.
Based on aggregated 13F filings for Q2 2023.