Strategic Education
STRA
177 hedge funds and large institutions have $2.19B invested in Strategic Education in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 26 closing their positions.
23% more capital invested
Capital invested by funds: $1.78B → $2.19B (+$411M)
3.3% more ownership
Funds ownership: 97% → 100.3% (+3.3%)
1% less call options, than puts
Call options by funds: $2.7M | Put options by funds: $2.74M
7% less funds holding
Funds holding: 191 → 177 (-14)
16% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 75
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
50% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$68.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$14M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.9M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$8.9M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$5.66M |
| 3 |
CEI
Clark Estates Inc
New York
|
-$5.56M |
| 4 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$5.42M |
| 5 |
TIM
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
-$4.87M |
STRA Hedge Fund Activity: Q1 2023 in Review
177 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q1 2023, worth a combined $2.19B — up 23% from $1.78B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of STRA and 13 opened new positions — a net loss of 13 holders — while 75 trimmed existing stakes and 63 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $68.7M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $8.9M.
- 177 institutional investors held Strategic Education (STRA) as of Q1 2023, down from 191 in Q4 2022.
- Funds reported $2.19B of Strategic Education stock for Q1 2023, up 23% quarter-over-quarter.
- 13 funds opened new Strategic Education positions in Q1 2023 and 26 closed out, a net change of -13 holders.
- The largest Strategic Education buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $68.7M added.
- The largest Strategic Education seller in Q1 2023 was Van Lanschot Kempen Investment Management, an estimated $8.9M sold.
Based on aggregated 13F filings for Q1 2023.