Strategic Education
STRA
190 hedge funds and large institutions have $1.78B invested in Strategic Education in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 70 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24% more capital invested
Capital invested by funds: $1.44B → $1.78B (+$340M)
9% more funds holding
Funds holding: 174 → 190 (+16)
2.28% less ownership
Funds ownership: 95.39% → 93.11% (-2.3%)
27% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 70
42% less call options, than puts
Call options by funds: $1.73M | Put options by funds: $2.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$35.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$8.16M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$15M |
| 2 |
BlackRock
New York
|
-$7.38M |
| 3 |
Bank of New York Mellon
New York
|
-$6.03M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$5.33M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$5.33M |
STRA Hedge Fund Activity: Q4 2022 in Review
190 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2022, worth a combined $1.78B — up 24% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new STRA positions and 16 closed out — a net gain of 20 holders — while 51 added to existing stakes and 70 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $35.9M. The largest seller was Edmond de Rothschild Holding, cutting an estimated $15M.
- 190 institutional investors held Strategic Education (STRA) as of Q4 2022, up from 174 in Q3 2022.
- Funds reported $1.78B of Strategic Education stock for Q4 2022, up 24% quarter-over-quarter.
- 36 funds opened new Strategic Education positions in Q4 2022 and 16 closed out, a net change of +20 holders.
- The largest Strategic Education buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $35.9M added.
- The largest Strategic Education seller in Q4 2022 was Edmond de Rothschild Holding, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2022.