Strategic Education
STRA
186 hedge funds and large institutions have $2.07B invested in Strategic Education in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 28 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 64
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
4% less capital invested
Capital invested by funds: $2.16B → $2.07B (-$94.8M)
6% less call options, than puts
Call options by funds: $7.27M | Put options by funds: $7.72M
2% less funds holding
Funds holding: 189 → 186 (-3)
1.71% less ownership
Funds ownership: 93.1% → 91.39% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$23.6M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$17.9M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$16.9M |
| 4 |
ICP
Inclusive Capital Partners
San Francisco,
California
|
+$11.8M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$39.1M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$21.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$15.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$9.83M |
STRA Hedge Fund Activity: Q1 2021 in Review
186 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q1 2021, worth a combined $2.07B — down 4.4% from $2.16B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of STRA and 27 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 73 added.
The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Davide Leone & Partners Investment Company, exiting entirely with an estimated $39.1M sold.
- 186 institutional investors held Strategic Education (STRA) as of Q1 2021, down from 189 in Q4 2020.
- Funds reported $2.07B of Strategic Education stock for Q1 2021, down 4.4% quarter-over-quarter.
- 27 funds opened new Strategic Education positions in Q1 2021 and 28 closed out, a net change of -1 holder.
- The largest Strategic Education buyer in Q1 2021 was BlackRock, an estimated $23.6M added.
- The largest Strategic Education seller in Q1 2021 was Davide Leone & Partners Investment Company, an estimated $39.1M sold.
Based on aggregated 13F filings for Q1 2021.