Strategic Education
STRA
223 hedge funds and large institutions have $2.39B invested in Strategic Education in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 12 closing their positions.
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
52% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $2.34M
10% more capital invested
Capital invested by funds: $2.17B → $2.39B (+$221M)
9% more funds holding
Funds holding: 204 → 223 (+19)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.86% less ownership
Funds ownership: 96.23% → 93.37% (-2.9%)
24% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$20.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.32M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$4.48M |
| 4 |
Renaissance Technologies
New York
|
+$3.55M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
-$40.1M |
| 2 |
Morgan Stanley
New York
|
-$31.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$6.08M |
| 4 |
Goldman Sachs
New York
|
-$5.91M |
| 5 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$4.48M |
STRA Hedge Fund Activity: Q1 2024 in Review
223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q1 2024, worth a combined $2.39B — up 10% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new STRA positions and 12 closed out — a net gain of 20 holders — while 63 added to existing stakes and 83 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was Inclusive Capital Partners, cutting an estimated $40.1M.
- 223 institutional investors held Strategic Education (STRA) as of Q1 2024, up from 204 in Q4 2023.
- Funds reported $2.39B of Strategic Education stock for Q1 2024, up 10% quarter-over-quarter.
- 32 funds opened new Strategic Education positions in Q1 2024 and 12 closed out, a net change of +20 holders.
- The largest Strategic Education buyer in Q1 2024 was JP Morgan Chase, an estimated $20.9M added.
- The largest Strategic Education seller in Q1 2024 was Inclusive Capital Partners, an estimated $40.1M sold.
Based on aggregated 13F filings for Q1 2024.