Scholastic
SCHL
168 hedge funds and large institutions have $916M invested in Scholastic in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 16 closing their positions.
80% more call options, than puts
Call options by funds: $276K | Put options by funds: $153K
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
7.24% more ownership
Funds ownership: 76.17% → 83.41% (+7.2%)
1% more funds holding
Funds holding: 167 → 168 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $973M → $916M (-$56.8M)
27% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.56M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.76M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$2.53M |
| 4 |
Neuberger Berman Group
New York
|
+$2.38M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$8.71M |
| 2 |
Goldman Sachs
New York
|
-$7.83M |
| 3 |
BlackRock
New York
|
-$6.38M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$4.72M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$3.01M |
SCHL Hedge Fund Activity: Q1 2023 in Review
168 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Scholastic (SCHL) for Q1 2023, worth a combined $916M — down 5.8% from $973M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SCHL positions and 16 closed out — a net gain of 2 holders — while 52 added to existing stakes and 71 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $9.56M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $8.71M.
- 168 institutional investors held Scholastic (SCHL) as of Q1 2023, up from 167 in Q4 2022.
- Funds reported $916M of Scholastic stock for Q1 2023, down 5.8% quarter-over-quarter.
- 18 funds opened new Scholastic positions in Q1 2023 and 16 closed out, a net change of +2 holders.
- The largest Scholastic buyer in Q1 2023 was Envestnet Asset Management, an estimated $9.56M added.
- The largest Scholastic seller in Q1 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $8.71M sold.
Based on aggregated 13F filings for Q1 2023.