Strategic Education
STRA
207 hedge funds and large institutions have $3.29B invested in Strategic Education in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 20 closing their positions.
95% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more funds holding
Funds holding: 189 → 207 (+18)
6% more capital invested
Capital invested by funds: $3.1B → $3.29B (+$187M)
3.62% less ownership
Funds ownership: 99.96% → 96.35% (-3.6%)
15% less call options, than puts
Call options by funds: $2.92M | Put options by funds: $3.43M
24% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$47.4M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$35M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$30.6M |
| 4 |
GIG
Goodnow Investment Group
Darien,
Connecticut
|
+$16.1M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$120M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$102M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.5M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.5M |
STRA Hedge Fund Activity: Q2 2020 in Review
207 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q2 2020, worth a combined $3.29B — up 6% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new STRA positions and 20 closed out — a net gain of 19 holders — while 62 added to existing stakes and 82 trimmed.
The largest buyer was Capital World Investors, adding an estimated $47.4M. The largest seller was BlackRock, cutting an estimated $120M.
- 207 institutional investors held Strategic Education (STRA) as of Q2 2020, up from 189 in Q1 2020.
- Funds reported $3.29B of Strategic Education stock for Q2 2020, up 6% quarter-over-quarter.
- 39 funds opened new Strategic Education positions in Q2 2020 and 20 closed out, a net change of +19 holders.
- The largest Strategic Education buyer in Q2 2020 was Capital World Investors, an estimated $47.4M added.
- The largest Strategic Education seller in Q2 2020 was BlackRock, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2020.