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Strategic Education

203 hedge funds and large institutions have $1.76B invested in Strategic Education in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

591% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $256K

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

12% more funds holding

Funds holding: 182203 (+21)

8% more capital invested

Capital invested by funds: $1.63B → $1.76B (+$130M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.05% less ownership

Funds ownership: 97.83%95.79% (-2%)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
56
Reduced
77
Closed
13
Calls
$1.77M
Puts
$256K
Net Calls
+$1.51M
Net Calls Change
+$644K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$259M -$4.77M -64,778 -2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$231M +$9.85M +133,935 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$195M -$816K -11,087 -0.4%
ICP
4
Inclusive Capital Partners
California
$155M +$12.3M +167,740 +9%
MA
5
Marshfield Associates
District of Columbia
$154M +$624K +8,485 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$95.5M +$6.99M +94,953 +8%
BAM
7
Burgundy Asset Management
Ontario, Canada
$83.8M +$745K +10,124 +0.9%
State Street
8
State Street
Massachusetts
$61.1M -$31.2K -424 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$38.1M +$262K +3,556 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.2M +$960K +13,045 +3%
DGI
11
Disciplined Growth Investors
Minnesota
$36M -$275K -3,739 -0.8%
VLKIM
12
Van Lanschot Kempen Investment Management
Netherlands
$35.5M -$10.4M -141,866 -23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$29.8M +$17.7M +241,168 +156%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.2M -$229K -3,111 -1%
TIM
15
Triodos Investment Management
Netherlands
$22.3M
Charles Schwab
16
Charles Schwab
California
$20.5M +$470K +6,390 +2%
Northern Trust
17
Northern Trust
Illinois
$17.9M -$197K -2,676 -1%
N
18
Nuveen
North Carolina
$15.7M +$10.9M +147,675 +242%
Morgan Stanley
19
Morgan Stanley
New York
$15.3M -$1.4M -18,966 -9%
Victory Capital Management
20
Victory Capital Management
Texas
$11.6M -$1.71M -23,227 -13%
Norges Bank
21
Norges Bank
Norway
$11.2M -$2.61M -35,514 -19%
Renaissance Technologies
22
Renaissance Technologies
New York
$10.2M -$1.16M -15,800 -10%
Goldman Sachs
23
Goldman Sachs
New York
$9.36M +$2.45M +33,369 +37%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.1M -$563K -7,659 -6%
Invesco
25
Invesco
Georgia
$8.96M -$1.81M -24,604 -17%

STRA Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q3 2023, worth a combined $1.76B — up 8% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new STRA positions and 13 closed out — a net gain of 23 holders — while 56 added to existing stakes and 77 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $87.2M.

  • 203 institutional investors held Strategic Education (STRA) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.76B of Strategic Education stock for Q3 2023, up 8% quarter-over-quarter.
  • 36 funds opened new Strategic Education positions in Q3 2023 and 13 closed out, a net change of +23 holders.
  • The largest Strategic Education buyer in Q3 2023 was Envestnet Asset Management, an estimated $17.7M added.
  • The largest Strategic Education seller in Q3 2023 was T. Rowe Price Associates, an estimated $87.2M sold.

Based on aggregated 13F filings for Q3 2023.