Strategic Education
STRA
183 hedge funds and large institutions have $1.75B invested in Strategic Education in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 30 closing their positions.
2.08% more ownership
Funds ownership: 91.39% → 93.47% (+2.1%)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
1% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 68
2% less funds holding
Funds holding: 186 → 183 (-3)
15% less capital invested
Capital invested by funds: $2.07B → $1.75B (-$317M)
35% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $6.96M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Marshfield Associates
Washington,
District of Columbia
|
+$50.3M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$15.3M |
| 3 |
Morgan Stanley
New York
|
+$12.7M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$11.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.9M |
| 2 |
Renaissance Technologies
New York
|
-$13.3M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$11.1M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$8.64M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$6.07M |
STRA Hedge Fund Activity: Q2 2021 in Review
183 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q2 2021, worth a combined $1.75B — down 15% from $2.07B a quarter earlier.
Fund positioning in STRA was balanced in Q2 2021: 30 funds opened new positions, 30 closed out, 67 added to existing stakes and 68 trimmed.
The largest buyer was Marshfield Associates, adding an estimated $50.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.9M.
- 183 institutional investors held Strategic Education (STRA) as of Q2 2021, down from 186 in Q1 2021.
- Funds reported $1.75B of Strategic Education stock for Q2 2021, down 15% quarter-over-quarter.
- 30 funds opened new Strategic Education positions in Q2 2021 and 30 closed out, a net change of 0 holders.
- The largest Strategic Education buyer in Q2 2021 was Marshfield Associates, an estimated $50.3M added.
- The largest Strategic Education seller in Q2 2021 was T. Rowe Price Associates, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2021.