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Strategic Education

169 hedge funds and large institutions have $1.63B invested in Strategic Education in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

199% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $457K

35% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 52

21% more capital invested

Capital invested by funds: $1.35B → $1.63B (+$277M)

1.44% more ownership

Funds ownership: 96.1%97.54% (+1.4%)

1% less funds holding

Funds holding: 170169 (-1)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
70
Reduced
52
Closed
21
Calls
$1.37M
Puts
$457K
Net Calls
+$910K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$255M -$178K -3,025 -0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$231M +$19.4M +330,953 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$169M +$6.08M +103,533 +4%
MA
4
Marshfield Associates
District of Columbia
$134M +$3.81M +64,864 +3%
ICP
5
Inclusive Capital Partners
California
$101M
BAM
6
Burgundy Asset Management
Ontario, Canada
$73.8M -$450K -7,663 -0.7%
VLKIM
7
Van Lanschot Kempen Investment Management
Netherlands
$67.1M +$9.8M +166,895 +20%
State Street
8
State Street
Massachusetts
$55.5M +$111K +1,897 +0.2%
DGI
9
Disciplined Growth Investors
Minnesota
$50.2M -$5.46M -93,054 -11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$43.8M +$6.19M +105,375 +19%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28.1M +$577K +9,822 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$27.9M +$742K +12,646 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$26.3M +$2.66M +45,358 +13%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$26.2M +$8.05M +137,148 +53%
Federated Hermes
15
Federated Hermes
Pennsylvania
$19.5M +$5.38M +91,674 +45%
RHJA
16
Rice Hall James & Associates
California
$18.3M +$495K +8,438 +3%
Charles Schwab
17
Charles Schwab
California
$16.9M +$1.48M +25,212 +11%
Northern Trust
18
Northern Trust
Illinois
$16.9M -$304K -5,183 -2%
Norges Bank
19
Norges Bank
Norway
$15M
TIM
20
Triodos Investment Management
Netherlands
$14.9M
Victory Capital Management
21
Victory Capital Management
Texas
$13.1M +$7.12M +121,216 +149%
Renaissance Technologies
22
Renaissance Technologies
New York
$10.5M -$714K -12,162 -7%
Principal Financial Group
23
Principal Financial Group
Iowa
$9.91M -$83.2K -1,417 -0.9%
Morgan Stanley
24
Morgan Stanley
New York
$9.67M -$848K -14,439 -9%
Invesco
25
Invesco
Georgia
$8.71M +$1.98M +33,736 +35%

STRA Hedge Fund Activity: Q1 2022 in Review

169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q1 2022, worth a combined $1.63B — up 21% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of STRA and 20 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 70 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $19.4M. The largest seller was Castleview Partners, cutting an estimated $15.9M.

  • 169 institutional investors held Strategic Education (STRA) as of Q1 2022, down from 170 in Q4 2021.
  • Funds reported $1.63B of Strategic Education stock for Q1 2022, up 21% quarter-over-quarter.
  • 20 funds opened new Strategic Education positions in Q1 2022 and 21 closed out, a net change of -1 holder.
  • The largest Strategic Education buyer in Q1 2022 was T. Rowe Price Associates, an estimated $19.4M added.
  • The largest Strategic Education seller in Q1 2022 was Castleview Partners, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2022.