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Strategic Education
STRA

189 hedge funds and large institutions have $2.16B invested in Strategic Education in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

8% more capital invested

Capital invested by funds: $1.99B → $2.16B (+$168M)

3.89% more ownership

Funds ownership: 89.21% → 93.1% (+3.9%)

4% less funds holding

Funds holding: 197 → 189 (-8)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

54% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $8.21M

Holders
189
Holders Change
-8
Holders Change %
-4.06%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
65
Reduced
74
Closed
40
Calls
$3.77M
Puts
$8.21M
Net Calls
-$4.43M
Net Calls Change
-$1.91M

Top Buyers

Rank Fund Capital Flow
1
DGI
Disciplined Growth Investors
Minnesota
+$59.2M
2
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
+$38.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$13M
4
TIM
Triodos Investment Management
Netherlands
+$10.2M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$9.14M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$75.7M
2
TCM
TimesSquare Capital Management
New York
-$32M
3
GIG
Goodnow Investment Group
Connecticut
-$27.3M
4
Victory Capital Management
Victory Capital Management
Texas
-$27M
5
Capital World Investors
Capital World Investors
California
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
– -$911K -9,950 Closed
AL
202
AJO LP
Pennsylvania
– -$714K -7,810 Closed
SEC
203
Seven Eight Capital
New York
– -$634K -6,930 Closed
SSA
204
Schonfeld Strategic Advisors
New York
– -$631K -6,900 Closed
CF
205
CNA Financial
Illinois
– -$536K -5,860 Closed
QIM
206
Quantitative Investment Management
Virginia
– -$514K -5,627 Closed
PP
207
PDT Partners
New York
– -$501K -5,474 Closed
CANY
208
Caxton Associates (New York)
New York
– -$468K -5,111 Closed
GCP
209
GSA Capital Partners
United Kingdom
– -$457K -4,999 Closed
BCI
210
Brinker Capital Investments
Pennsylvania
– -$408K -4,459 Closed
DA
211
Duality Advisers
Florida
– -$388K -4,240 Closed
SGAM
212
Smith Group Asset Management
Texas
– -$379K -4,144 Closed
ICM
213
Invenomic Capital Management
Massachusetts
– -$365K -3,987 Closed
TF
214
Trek Financial
Arizona
– -$346K -3,778 Closed
AIM
215
Aigen Investment Management
New York
– -$245K -2,678 Closed
XM
216
XTX Markets
New York
– -$237K -2,586 Closed
GAG
217
GM Advisory Group
New York
– -$210K -2,301 Closed
GT
218
Glenmede Trust
Pennsylvania
– -$76K -831 Closed
FC
219
FORA Capital
Florida
– -$35K -386 Closed
CIA
220
CSat Investment Advisory
Michigan
– -$29K -314 Closed
Lazard Asset Management
221
Lazard Asset Management
New York
– -$20K -227 Closed
PCM
222
Prelude Capital Management
New York
– -$20K -224 Closed
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
– -$12K -136 Closed
AIC
224
Archer Investment Corporation
Indiana
– -$9.15K -100 Closed
NIPH
225
NN Investment Partners Holdings
Netherlands
– -$9K -100 Closed
6 7 8
9
10

STRA Hedge Fund Activity: Q4 2020 in Review

189 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2020, worth a combined $2.16B — up 8.4% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of STRA and 32 opened new positions — a net loss of 8 holders — while 74 trimmed existing stakes and 65 added.

The largest buyer was Disciplined Growth Investors, adding an estimated $59.2M. The largest seller was AllianceBernstein, cutting an estimated $75.7M.

  • 189 institutional investors held Strategic Education (STRA) as of Q4 2020, down from 197 in Q3 2020.
  • Funds reported $2.16B of Strategic Education stock for Q4 2020, up 8.4% quarter-over-quarter.
  • 32 funds opened new Strategic Education positions in Q4 2020 and 40 closed out, a net change of -8 holders.
  • The largest Strategic Education buyer in Q4 2020 was Disciplined Growth Investors, an estimated $59.2M added.
  • The largest Strategic Education seller in Q4 2020 was AllianceBernstein, an estimated $75.7M sold.

Based on aggregated 13F filings for Q4 2020.