Strategic Education
STRA
135 hedge funds and large institutions have $839M invested in Strategic Education in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 21 closing their positions.
43% more call options, than puts
Call options by funds: $4.49M | Put options by funds: $3.15M
1.93% more ownership
Funds ownership: 91.45% → 93.37% (+1.9%)
3% more capital invested
Capital invested by funds: $818M → $839M (+$21.2M)
6% less funds holding
Funds holding: 144 → 135 (-9)
12% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 51
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$104M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$39.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.8M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$5.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$14.1M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$8.09M |
| 3 |
QCI
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
-$6M |
| 4 |
CEI
Clark Estates Inc
New York
|
-$4.22M |
| 5 |
JP Morgan Chase
New York
|
-$3.77M |
STRA Hedge Fund Activity: Q1 2017 in Review
135 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q1 2017, worth a combined $839M — up 2.6% from $818M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of STRA and 17 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 45 added.
The largest buyer was BlackRock, adding an estimated $104M. The largest seller was Marshfield Associates, cutting an estimated $14.1M.
- 135 institutional investors held Strategic Education (STRA) as of Q1 2017, down from 144 in Q4 2016.
- Funds reported $839M of Strategic Education stock for Q1 2017, up 2.6% quarter-over-quarter.
- 17 funds opened new Strategic Education positions in Q1 2017 and 21 closed out, a net change of -4 holders.
- The largest Strategic Education buyer in Q1 2017 was BlackRock, an estimated $104M added.
- The largest Strategic Education seller in Q1 2017 was Marshfield Associates, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2017.