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Strategic Education
STRA

Overview Fund Activity

176 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, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-14
Holders Change %
-7.37%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
63
Reduced
74
Closed
26
Calls
$2.7M
Puts
$2.74M
Net Calls
-$37K
Net Calls Change
+$1.2M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$69.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$14.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.63M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.91M

Top Sellers

1
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$9.03M
2
DGI
Disciplined Growth Investors
Minnesota
-$5.75M
3
CEI
Clark Estates Inc
New York
-$5.56M
4
EDRH
Edmond de Rothschild Holding
Switzerland
-$5.5M
5
TIM
Triodos Investment Management
Netherlands
-$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$11.1K +$2.07K +23 +23%
GRP
152
Global Retirement Partners
California
$10.8K – – –
PA
153
Parallel Advisors
California
$9.7K +$449 +5 +5%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$8.18K – – –
WT
155
Whittier Trust
California
$6.47K – – –
TWC
156
TD Waterhouse Canada
Ontario, Canada
$5.11K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
S
158
SignatureFD
Georgia
$3.32K +$180 +2 +6%
AF
159
Advisornet Financial
Minnesota
$3.23K +$90 +1 +3%
LC
160
Lindbrook Capital
California
$3.05K – – –
BAM
161
Belpointe Asset Management
Nevada
$2.7K – – –
SC
162
Schubert & Co
Texas
$2.07K +$90 +1 +5%
PWMG
163
Prestige Wealth Management Group
New Jersey
$1.53K – – –
JWA
164
JFS Wealth Advisors
Pennsylvania
$1.44K – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$1.44K -$6.92K -77 -83%
WTC
166
WhitTier Trust Company
Nevada
$1.44K – – –
BIA
167
Bell Investment Advisors
California
$1.35K -$719 -8 -35%
RI
168
Ridgewood Investments
New Jersey
$1.14K +$1.14K +13 New
SFG
169
Steward Financial Group
Texas
$1K +$647 +11 +183%
BAAM
170
Baker Avenue Asset Management
California
$719 – – –
MCM
171
Manchester Capital Management
Vermont
$629 +$180 +2 +40%
JWM
172
Janiczek Wealth Management
Colorado
$563 – – –
ECM
173
Everence Capital Management
Indiana
$518 – – –
SIC
174
SJS Investment Consulting
Ohio
$450 -$90 -1 -17%
DI
175
Disciplined Investments
Oklahoma
$449 +$90 +1 +25%
5 6
7
8 9