Strategic Education
STRA
182 hedge funds and large institutions have $1.63B invested in Strategic Education in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 73 reducing their positions, and 22 closing their positions.
425% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $204K
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
3% more funds holding
Funds holding: 177 → 182 (+5)
2.47% less ownership
Funds ownership: 100.3% → 97.83% (-2.5%)
26% less capital invested
Capital invested by funds: $2.19B → $1.63B (-$561M)
27% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 73
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
+$30.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.14M |
| 3 |
TIM
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
+$6.21M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$5.41M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$80.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.1M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$13.2M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$1.67M |
STRA Hedge Fund Activity: Q2 2023 in Review
182 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q2 2023, worth a combined $1.63B — down 26% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new STRA positions and 22 closed out — a net gain of 5 holders — while 53 added to existing stakes and 73 trimmed.
The largest buyer was Inclusive Capital Partners, adding an estimated $30.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $80.7M.
- 182 institutional investors held Strategic Education (STRA) as of Q2 2023, up from 177 in Q1 2023.
- Funds reported $1.63B of Strategic Education stock for Q2 2023, down 26% quarter-over-quarter.
- 27 funds opened new Strategic Education positions in Q2 2023 and 22 closed out, a net change of +5 holders.
- The largest Strategic Education buyer in Q2 2023 was Inclusive Capital Partners, an estimated $30.9M added.
- The largest Strategic Education seller in Q2 2023 was T. Rowe Price Associates, an estimated $80.7M sold.
Based on aggregated 13F filings for Q2 2023.