Strategic Education
STRA
204 hedge funds and large institutions have $2.17B invested in Strategic Education in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 86 reducing their positions, and 27 closing their positions.
23% more capital invested
Capital invested by funds: $1.76B → $2.17B (+$408M)
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
0% more funds holding
Funds holding: 203 → 204 (+1)
0.44% more ownership
Funds ownership: 95.79% → 96.23% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less call options, than puts
Call options by funds: $443K | Put options by funds: $554K
31% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.1M |
| 2 |
Goldman Sachs
New York
|
+$11.2M |
| 3 |
BlackRock
New York
|
+$10.9M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$16.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.31M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.76M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$4.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GLA
226
Great Lakes Advisors
Chicago,
Illinois
| – | -$201K | -2,674 | Closed |
|
227
Point72 Asset Management
Stamford,
Connecticut
| – | -$102K | -1,356 | Closed |
|
|
UFF
228
USA Financial Formulas
Ada,
Michigan
| – | -$73K | -970 | Closed |
|
229
Allspring Global Investments
Charlotte,
North Carolina
| – | -$54K | -717 | Closed |
|
|
WTG
230
West Tower Group
Richmond,
Virginia
| – | -$42.9K | -570 | Closed |
|
|
BAAM
231
Baker Avenue Asset Management
San Francisco,
California
| – | -$602 | -8 | Closed |
|
STRA Hedge Fund Activity: Q4 2023 in Review
204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2023, worth a combined $2.17B — up 23% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new STRA positions and 27 closed out — a net gain of 3 holders — while 59 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.1M. The largest seller was Marshfield Associates, cutting an estimated $16.4M.
- 204 institutional investors held Strategic Education (STRA) as of Q4 2023, up from 203 in Q3 2023.
- Funds reported $2.17B of Strategic Education stock for Q4 2023, up 23% quarter-over-quarter.
- 30 funds opened new Strategic Education positions in Q4 2023 and 27 closed out, a net change of +3 holders.
- The largest Strategic Education buyer in Q4 2023 was Morgan Stanley, an estimated $32.1M added.
- The largest Strategic Education seller in Q4 2023 was Marshfield Associates, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2023.