Strategic Education
STRA
170 hedge funds and large institutions have $1.35B invested in Strategic Education in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 28 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 55
0.59% more ownership
Funds ownership: 95.51% → 96.1% (+0.59%)
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
1% less funds holding
Funds holding: 171 → 170 (-1)
19% less capital invested
Capital invested by funds: $1.66B → $1.35B (-$307M)
47% less call options, than puts
Call options by funds: $844K | Put options by funds: $1.6M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Marshfield Associates
Washington,
District of Columbia
|
+$26.8M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$15.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.3M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$6.31M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$52.8M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$21.8M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$16.2M |
| 4 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$6.07M |
| 5 |
Axa
Paris,
France
|
-$4.47M |
STRA Hedge Fund Activity: Q4 2021 in Review
170 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2021, worth a combined $1.35B — down 19% from $1.66B a quarter earlier.
Fund positioning in STRA was balanced in Q4 2021: 28 funds opened new positions, 28 closed out, 70 added to existing stakes and 55 trimmed.
The largest buyer was Marshfield Associates, adding an estimated $26.8M. The largest seller was Capital World Investors, cutting an estimated $52.8M.
- 170 institutional investors held Strategic Education (STRA) as of Q4 2021, down from 171 in Q3 2021.
- Funds reported $1.35B of Strategic Education stock for Q4 2021, down 19% quarter-over-quarter.
- 28 funds opened new Strategic Education positions in Q4 2021 and 28 closed out, a net change of 0 holders.
- The largest Strategic Education buyer in Q4 2021 was Marshfield Associates, an estimated $26.8M added.
- The largest Strategic Education seller in Q4 2021 was Capital World Investors, an estimated $52.8M sold.
Based on aggregated 13F filings for Q4 2021.