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Strategic Education

223 hedge funds and large institutions have $2.39B invested in Strategic Education in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

52% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $2.34M

10% more capital invested

Capital invested by funds: $2.17B → $2.39B (+$221M)

9% more funds holding

Funds holding: 204223 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.86% less ownership

Funds ownership: 96.23%93.37% (-2.9%)

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

Holders
223
Holders Change
+19
Holders Change %
+9.31%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
63
Reduced
83
Closed
12
Calls
$3.55M
Puts
$2.34M
Net Calls
+$1.21M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$370M -$1.23M -12,625 -0.4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$319M -$2.36M -24,140 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$268M -$787K -8,056 -0.3%
MA
4
Marshfield Associates
District of Columbia
$189M -$4.48M -45,865 -2%
ICP
5
Inclusive Capital Partners
California
$172M -$40.1M -410,000 -20%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$146M +$6.32M +64,653 +5%
BAM
7
Burgundy Asset Management
Ontario, Canada
$123M +$4.48M +45,870 +4%
State Street
8
State Street
Massachusetts
$88.6M +$695K +7,110 +0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$53.5M +$1.17M +11,932 +2%
VLKIM
10
Van Lanschot Kempen Investment Management
Netherlands
$52.7M +$3.27M +33,475 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$47.8M +$2.47M +25,256 +6%
DGI
12
Disciplined Growth Investors
Minnesota
$46.7M -$1.33M -13,601 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$35.8M +$2.07M +21,137 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
$30.5M +$20.9M +214,409 +274%
Charles Schwab
15
Charles Schwab
California
$30.1M +$1.06M +10,871 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$27.2M -$1.12M -11,497 -4%
TIM
17
Triodos Investment Management
Netherlands
$26.6M -$4.01M -41,000 -14%
Morgan Stanley
18
Morgan Stanley
New York
$26.5M -$31.2M -319,562 -56%
N
19
Nuveen
North Carolina
$24.1M +$2.21M +22,605 +11%
Northern Trust
20
Northern Trust
Illinois
$24M -$857K -8,768 -4%
Goldman Sachs
21
Goldman Sachs
New York
$20.1M -$5.91M -60,454 -24%
Norges Bank
22
Norges Bank
Norway
$18.7M +$3.23M +33,083 +23%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$18.6M +$1.2M +12,277 +7%
Renaissance Technologies
24
Renaissance Technologies
New York
$15.9M +$3.55M +36,297 +31%
Invesco
25
Invesco
Georgia
$12.2M +$1.27M +13,005 +12%

STRA Hedge Fund Activity: Q1 2024 in Review

223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q1 2024, worth a combined $2.39B — up 10% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new STRA positions and 12 closed out — a net gain of 20 holders — while 63 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was Inclusive Capital Partners, cutting an estimated $40.1M.

  • 223 institutional investors held Strategic Education (STRA) as of Q1 2024, up from 204 in Q4 2023.
  • Funds reported $2.39B of Strategic Education stock for Q1 2024, up 10% quarter-over-quarter.
  • 32 funds opened new Strategic Education positions in Q1 2024 and 12 closed out, a net change of +20 holders.
  • The largest Strategic Education buyer in Q1 2024 was JP Morgan Chase, an estimated $20.9M added.
  • The largest Strategic Education seller in Q1 2024 was Inclusive Capital Partners, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2024.