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Strategic Education

191 hedge funds and large institutions have $1.78B invested in Strategic Education in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more capital invested

Capital invested by funds: $1.44B → $1.78B (+$339M)

9% more funds holding

Funds holding: 175191 (+16)

1.59% more ownership

Funds ownership: 95.41%97% (+1.6%)

24% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 70

42% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $2.97M

Holders
191
Holders Change
+16
Holders Change %
+9.14%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
53
Reduced
70
Closed
16
Calls
$1.73M
Puts
$2.97M
Net Calls
-$1.24M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$39.1K
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K -$87.4K -1,179 -70%
EWA
153
EverSource Wealth Advisors
Alabama
$33.5K -$1.33K -18 -4%
SOW
154
State of Wyoming
Wyoming
$33.2K +$31.4K +424 New
QCG
155
Quadrant Capital Group
Ohio
$30.8K +$12.8K +172 +78%
VCM
156
Versant Capital Management
Arizona
$20.2K -$148 -2 -0.8%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$17K
Simplex Trading
158
Simplex Trading
Illinois
$15K +$15.1K +203 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.3K +166 New
BTI
160
Blue Trust Inc
Georgia
$11K +$13.9K +187 New
GRP
161
Global Retirement Partners
California
$10.3K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$10.2K +$3.26K +44 +51%
PA
163
Parallel Advisors
California
$8.07K -$519 -7 -6%
TWA
164
TCI Wealth Advisors
Arizona
$7.91K -$74 -1 -1%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$7.28K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$7.13K
WT
167
Whittier Trust
California
$5.64K -$1.19K -16 -18%
TWC
168
TD Waterhouse Canada
Ontario, Canada
$4.52K
EE
169
EWG Elevate
California
$3.97K +$3.78K +51 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$3K +$148 +2 +5%
AF
171
Advisornet Financial
Minnesota
$2.74K +$371 +5 +17%
S
172
SignatureFD
Georgia
$2.74K +$445 +6 +21%
LC
173
Lindbrook Capital
California
$2.66K
BAM
174
Belpointe Asset Management
Nevada
$2.35K +$2.22K +30 New
BIA
175
Bell Investment Advisors
California
$1.8K +$1.11K +15 +188%

STRA Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2022, worth a combined $1.78B — up 24% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new STRA positions and 16 closed out — a net gain of 19 holders — while 53 added to existing stakes and 70 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $35.9M. The largest seller was Edmond de Rothschild Holding, cutting an estimated $15M.

  • 191 institutional investors held Strategic Education (STRA) as of Q4 2022, up from 175 in Q3 2022.
  • Funds reported $1.78B of Strategic Education stock for Q4 2022, up 24% quarter-over-quarter.
  • 35 funds opened new Strategic Education positions in Q4 2022 and 16 closed out, a net change of +19 holders.
  • The largest Strategic Education buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $35.9M added.
  • The largest Strategic Education seller in Q4 2022 was Edmond de Rothschild Holding, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2022.