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Strategic Education

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.

New
Increased
Maintained
Reduced
Closed

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: 203204 (+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: 11 (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

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
59
Reduced
86
Closed
27
Calls
$443K
Puts
$554K
Net Calls
-$111K
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$650K +$24.6K +284 +4%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$624K +$585K +6,756 New
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$624K +$15.7K +181 +3%
BCI
104
Brinker Capital Investments
Pennsylvania
$622K -$53.4K -617 -8%
OPS
105
Orion Portfolio Solutions
Nebraska
$622K -$53.4K -617 -8%
A
106
AlphaQuest
New York
$601K +$563K +6,505 New
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$597K
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$595K -$13K -150 -2%
ASRS
109
Arizona State Retirement System
Arizona
$568K -$12.8K -148 -2%
OIA
110
OneDigital Investment Advisors
Kansas
$549K -$20.3K -234 -4%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$540K -$546K -6,308 -52%
ECM
112
ExodusPoint Capital Management
New York
$517K -$2.86M -32,997 -86%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$508K -$198K -2,292 -29%
HighTower Advisors
114
HighTower Advisors
Illinois
$473K +$16.9K +195 +4%
WP
115
WealthSource Partners
California
$469K +$5.11K +59 +1%
M&T Bank
116
M&T Bank
New York
$467K -$128K -1,475 -23%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$438K -$863K -9,974 -68%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$435K +$80K +924 +24%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$426K -$69.2K -800 -15%
Corient Private Wealth
120
Corient Private Wealth
Florida
$425K +$692 +8 +0.2%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$406K +$381K +4,401 New
ProShare Advisors
122
ProShare Advisors
Maryland
$391K +$69.2K +800 +23%
SG Americas Securities
123
SG Americas Securities
New York
$383K -$780K -9,007 -68%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$366K
SCM
125
Semanteon Capital Management
Massachusetts
$358K +$335K +3,872 New

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.