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Strategic Education
STRA

Overview Fund Activity

222 hedge funds and large institutions have $2.39B invested in Strategic Education in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
63
Reduced
82
Closed
12
Calls
$3.55M
Puts
$2.34M
Net Calls
+$1.21M
Net Calls Change
+$1.32M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$22.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.73M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$4.78M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.78M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$3.49M

Top Sellers

1
ICP
Inclusive Capital Partners
California
-$42.7M
2
Morgan Stanley
Morgan Stanley
New York
-$33.3M
3
Victory Capital Management
Victory Capital Management
Texas
-$6.48M
4
Goldman Sachs
Goldman Sachs
New York
-$6.29M
5
MA
Marshfield Associates
District of Columbia
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
201
LGT Financial Advisors
Texas
$3.23K – – –
PS
202
Principal Securities
Iowa
$2.6K +$1.46K +14 +127%
W
203
WealthCollab
Washington
$2.5K – – –
PWMG
204
Prestige Wealth Management Group
New Jersey
$1.77K – – –
CJ
205
Caitlin John
Michigan
$1.69K – – –
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.67K – – –
JWA
207
JFS Wealth Advisors
Pennsylvania
$1.67K – – –
WTC
208
WhitTier Trust Company
Nevada
$1.67K – – –
A
209
AlphaQuest
New York
$1.04K -$676K -6,495 -100%
UB
210
UMB Bank
Missouri
$1.04K +$1.04K +10 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$1K +$167 +2 +20%
BIA
212
Bell Investment Advisors
California
$938 +$938 +9 New
PFBT
213
Parkside Financial Bank & Trust
Missouri
$729 – – –
SIC
214
SJS Investment Consulting
Ohio
$625 – – –
JWM
215
Janiczek Wealth Management
Colorado
$625 – – –
DPW
216
DiNuzzo Private Wealth
Pennsylvania
$521 – – –
AWM
217
Abound Wealth Management
Tennessee
$417 – – –
CMBA
218
C.M. Bidwell & Associates
Hawaii
$416 +$416 +4 New
ECM
219
Everence Capital Management
Indiana
$266 – – –
HNB
220
Huntington National Bank
Ohio
$208 +$208 +2 New
TFM
221
TFC Financial Management
Massachusetts
$105 +$105 +1 New
TWP
222
TFO Wealth Partners
Ohio
$104 – – –
BCM
223
Bridgeway Capital Management
Texas
– -$1.96M -21,200 Closed
EP
224
Edgestream Partners
New Jersey
– -$1.24M -13,445 Closed
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
– -$508K -5,495 Closed
6 7 8
9
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