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Strategic Education

248 hedge funds and large institutions have $2.1B invested in Strategic Education in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 64 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 64

74% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $2.74M

0.12% more ownership

Funds ownership: 92.8%92.92% (+0.12%)

8% less funds holding

Funds holding: 269248 (-21)

17% less capital invested

Capital invested by funds: $2.54B → $2.1B (-$444M)

35% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 48

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
248
Holders Change
-21
Holders Change %
-7.81%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
112
Reduced
64
Closed
48
Calls
$4.77M
Puts
$2.74M
Net Calls
+$2.03M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$16.7K +$18.2K +180 New
GI
202
GAMMA Investing
California
$13.8K -$2.83K -28 -16%
CPA
203
Capital Performance Advisors
California
$12.7K +$13.9K +137 New
QL
204
Quarry LP
New York
$12.1K +$9.91K +98 +297%
VCM
205
Versant Capital Management
Arizona
$11.9K
AWM
206
Avior Wealth Management
Nebraska
$10.5K
Bessemer Group
207
Bessemer Group
New Jersey
$10K +$2.43K +24 +31%
TWD
208
True Wealth Design
Ohio
$9.44K +$10.3K +102 New
SAM
209
Smartleaf Asset Management
Massachusetts
$8.99K -$911 -9 -8%
CTWM
210
Cherry Tree Wealth Management
Minnesota
$8.88K
GRP
211
Global Retirement Partners
California
$8.79K -$4.45K -44 -32%
MHR
212
Matthew Hamilton Rosenberg
$8.24K
BTI
213
Blue Trust Inc
Georgia
$7.97K
SCM
214
Sterling Capital Management
North Carolina
$7.13K +$7.79K +77 New
FHA
215
First Horizon Advisors
Tennessee
$6.76K
WT
216
Whittier Trust
California
$6.66K
S
217
SignatureFD
Georgia
$5.92K -$304 -3 -4%
TWC
218
TD Waterhouse Canada
Ontario, Canada
$5.19K
Osaic Holdings
219
Osaic Holdings
Arizona
$4.54K -$29.3K -290 -86%
HCA
220
Harbor Capital Advisors
Illinois
$4K +$4.35K +43 New
BBHC
221
Brown Brothers Harriman & Co
New York
$3.52K +$3.85K +38 New
LC
222
Lindbrook Capital
California
$3.15K
UB
223
UMB Bank
Missouri
$3.15K +$607 +6 +21%
AF
224
Allworth Financial
California
$3.06K
W
225
WealthCollab
Washington
$2.87K

STRA Hedge Fund Activity: Q3 2024 in Review

248 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q3 2024, worth a combined $2.1B — down 17% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of STRA and 31 opened new positions — a net loss of 17 holders — while 64 trimmed existing stakes and 112 added.

The largest buyer was International Assets Investment Management, adding an estimated $20M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $108M sold.

  • 248 institutional investors held Strategic Education (STRA) as of Q3 2024, down from 269 in Q2 2024.
  • Funds reported $2.1B of Strategic Education stock for Q3 2024, down 17% quarter-over-quarter.
  • 31 funds opened new Strategic Education positions in Q3 2024 and 48 closed out, a net change of -17 holders.
  • The largest Strategic Education buyer in Q3 2024 was International Assets Investment Management, an estimated $20M added.
  • The largest Strategic Education seller in Q3 2024 was Inclusive Capital Partners, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.