Strategic Education
STRA
180 hedge funds and large institutions have $3.46B invested in Strategic Education in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 57 closing their positions.
22% more capital invested
Capital invested by funds: $2.83B → $3.46B (+$626M)
4.1% more ownership
Funds ownership: 94.86% → 98.97% (+4.1%)
1% more call options, than puts
Call options by funds: $2.23M | Put options by funds: $2.2M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 71
18% less funds holding
Funds holding: 220 → 180 (-40)
61% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$81.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$43.5M |
| 3 |
BlackRock
New York
|
+$34.6M |
| 4 |
VH
ValueAct Holdings
San Francisco,
California
|
+$24M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$27.5M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$24.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$16.2M |
| 4 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$15.7M |
| 5 |
AI
Atom Investors
Austin,
Texas
|
-$12.5M |
STRA Hedge Fund Activity: Q4 2019 in Review
180 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2019, worth a combined $3.46B — up 22% from $2.83B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of STRA and 22 opened new positions — a net loss of 35 holders — while 71 trimmed existing stakes and 64 added.
The largest buyer was AllianceBernstein, adding an estimated $81.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $27.5M.
- 180 institutional investors held Strategic Education (STRA) as of Q4 2019, down from 220 in Q3 2019.
- Funds reported $3.46B of Strategic Education stock for Q4 2019, up 22% quarter-over-quarter.
- 22 funds opened new Strategic Education positions in Q4 2019 and 57 closed out, a net change of -35 holders.
- The largest Strategic Education buyer in Q4 2019 was AllianceBernstein, an estimated $81.9M added.
- The largest Strategic Education seller in Q4 2019 was Dimensional Fund Advisors, an estimated $27.5M sold.
Based on aggregated 13F filings for Q4 2019.