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Strategic Education
STRA

180 hedge funds and large institutions have $3.46B invested in Strategic Education in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 71 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $2.83B → $3.46B (+$626M)

4.1% more ownership

Funds ownership: 94.86% → 98.97% (+4.1%)

1% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.2M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 71

18% less funds holding

Funds holding: 220 → 180 (-40)

61% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 57

Holders
180
Holders Change
-40
Holders Change %
-18.18%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
64
Reduced
71
Closed
57
Calls
$2.23M
Puts
$2.2M
Net Calls
+$29K
Net Calls Change
+$734K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$81.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$43.5M
3
BlackRock
BlackRock
New York
+$34.6M
4
VH
ValueAct Holdings
California
+$24M
5
BAM
Burgundy Asset Management
Ontario, Canada
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$27.5M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$24.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$16.2M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$15.7M
5
AI
Atom Investors
Texas
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$555M +$34.6M +249,081 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$409M +$43.5M +313,070 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$350M +$1.6M +11,529 +0.5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$168M +$81.9M +589,773 +126%
Capital World Investors
5
Capital World Investors
California
$137M – – –
Invesco
6
Invesco
Georgia
$116M -$7.29M -52,480 -7%
BAM
7
Burgundy Asset Management
Ontario, Canada
$108M +$23.1M +166,618 +33%
VH
8
ValueAct Holdings
California
$107M +$24M +172,500 +34%
State Street
9
State Street
Massachusetts
$101M +$2.58M +18,588 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$98.3M +$4.81M +34,623 +6%
Renaissance Technologies
11
Renaissance Technologies
New York
$90.6M -$11.8M -85,152 -13%
TCM
12
TimesSquare Capital Management
New York
$89.5M -$8.52M -61,385 -10%
RHJA
13
Rice Hall James & Associates
California
$73.2M +$2.7M +19,451 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$65.4M -$27.5M -198,403 -33%
MA
15
Marshfield Associates
District of Columbia
$54.2M +$4.36M +31,419 +10%
Norges Bank
16
Norges Bank
Norway
$53.8M -$2.78M -20,000 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$50.2M +$286K +2,061 +0.7%
N
18
Nuveen
North Carolina
$49.2M -$10.4M -75,262 -20%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$47.4M +$1.08M +7,751 +3%
Northern Trust
20
Northern Trust
Illinois
$46.5M -$977K -7,036 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$42.5M +$5.37M +38,707 +17%
GIM
22
Granahan Investment Management
Massachusetts
$34.1M +$11M +79,155 +58%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$28.3M +$8.35M +60,171 +51%
Principal Financial Group
24
Principal Financial Group
Iowa
$27.9M -$151K -1,086 -0.6%
Allianz Asset Management
25
Allianz Asset Management
Germany
$27.4M +$17.5M +125,741 +271%
1
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STRA Hedge Fund Activity: Q4 2019 in Review

180 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2019, worth a combined $3.46B — up 22% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of STRA and 22 opened new positions — a net loss of 35 holders — while 71 trimmed existing stakes and 64 added.

The largest buyer was AllianceBernstein, adding an estimated $81.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $27.5M.

  • 180 institutional investors held Strategic Education (STRA) as of Q4 2019, down from 220 in Q3 2019.
  • Funds reported $3.46B of Strategic Education stock for Q4 2019, up 22% quarter-over-quarter.
  • 22 funds opened new Strategic Education positions in Q4 2019 and 57 closed out, a net change of -35 holders.
  • The largest Strategic Education buyer in Q4 2019 was AllianceBernstein, an estimated $81.9M added.
  • The largest Strategic Education seller in Q4 2019 was Dimensional Fund Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2019.