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Strategic Education
STRA

Overview Fund Activity

202 hedge funds and large institutions have $1.76B invested in Strategic Education in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+21
Holders Change %
+11.6%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
56
Reduced
76
Closed
13
Calls
$1.77M
Puts
$256K
Net Calls
+$1.51M
Net Calls Change
+$644K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.8M
2
ICP
Inclusive Capital Partners
California
$155M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$15.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$231M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.97M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$35.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$7.01M
4
BCM
Bridgeway Capital Management
Texas
$5.63M
5
BlackRock
BlackRock
New York
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$17.8K -$3.24K -43 -15%
VCM
177
Versant Capital Management
Arizona
$14.7K -$3.24K -43 -18%
BTI
178
Blue Trust Inc
Georgia
$12K +$5.14K +75 +75%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$10.9K +$4.44K +59 +69%
PA
180
Parallel Advisors
California
$10.5K +$978 +13 +10%
CTWM
181
Cherry Tree Wealth Management
Minnesota
$10.2K – – –
SFG
182
Steward Financial Group
Texas
$10K +$10K +138 New
GRP
183
Global Retirement Partners
California
$8.61K – – –
Bessemer Group
184
Bessemer Group
New Jersey
$7K +$5.52K +71 +374%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$6.85K – – –
WT
186
Whittier Trust
California
$5.42K – – –
TWC
187
TD Waterhouse Canada
Ontario, Canada
$4.3K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
S
189
SignatureFD
Georgia
$3.46K -$452 -6 -12%
LC
190
Lindbrook Capital
California
$2.56K – – –
AF
191
Allworth Financial
California
$2.41K +$2.41K +32 New
LFA
192
LGT Financial Advisors
Texas
$2.33K +$2.33K +31 New
PWMG
193
Prestige Wealth Management Group
New Jersey
$1.28K – – –
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$1.2K – – –
WTC
195
WhitTier Trust Company
Nevada
$1.2K – – –
JWA
196
JFS Wealth Advisors
Pennsylvania
$1.13K – – –
BAAM
197
Baker Avenue Asset Management
California
$602 – – –
JWM
198
Janiczek Wealth Management
Colorado
$452 – – –
SIC
199
SJS Investment Consulting
Ohio
$452 +$226 +3 +100%
AWM
200
Abound Wealth Management
Tennessee
$301 – – –
5 6 7
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