Strategic Education
STRA
169 hedge funds and large institutions have $1.35B invested in Strategic Education in 2021 Q4 according to their latest regulatory filings, with 27 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
0.53% less ownership
Funds ownership: 95.51% → 94.98% (-0.53%)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
1% less funds holding
Funds holding: 171 → 169 (-2)
18% less capital invested
Capital invested by funds: $1.66B → $1.35B (-$306M)
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
169 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2021, worth a combined $1.35B — down 18% from $1.66B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of STRA and 27 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 70 added.
The largest buyer was Marshfield Associates, adding an estimated $26.8M. The largest seller was Capital World Investors, cutting an estimated $52.8M.
- 169 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 18% quarter-over-quarter.
- 27 funds opened new Strategic Education positions in Q4 2021 and 28 closed out, a net change of -1 holder.
- 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.