Strategic Education
STRA
203 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, 77 reducing their positions, and 13 closing their positions.
591% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $256K
177% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 13
12% more funds holding
Funds holding: 182 → 203 (+21)
8% more capital invested
Capital invested by funds: $1.63B → $1.76B (+$130M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.05% less ownership
Funds ownership: 97.83% → 95.79% (-2%)
27% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.7M |
| 2 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
+$12.3M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$10.9M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$9.85M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$87.2M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$10.4M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.63M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$5.1M |
| 5 |
BlackRock
New York
|
-$4.77M |
STRA Hedge Fund Activity: Q3 2023 in Review
203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q3 2023, worth a combined $1.76B — up 8% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new STRA positions and 13 closed out — a net gain of 23 holders — while 56 added to existing stakes and 77 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $87.2M.
- 203 institutional investors held Strategic Education (STRA) as of Q3 2023, up from 182 in Q2 2023.
- Funds reported $1.76B of Strategic Education stock for Q3 2023, up 8% quarter-over-quarter.
- 36 funds opened new Strategic Education positions in Q3 2023 and 13 closed out, a net change of +23 holders.
- The largest Strategic Education buyer in Q3 2023 was Envestnet Asset Management, an estimated $17.7M added.
- The largest Strategic Education seller in Q3 2023 was T. Rowe Price Associates, an estimated $87.2M sold.
Based on aggregated 13F filings for Q3 2023.