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Strategic Education

242 hedge funds and large institutions have $2.1B invested in Strategic Education in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 83

0% more capital invested

Capital invested by funds: $2.1B → $2.1B (+$5.06M)

1.27% less ownership

Funds ownership: 92.92%91.65% (-1.3%)

2% less funds holding

Funds holding: 248242 (-6)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

43% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $4.37M

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
87
Reduced
83
Closed
33
Calls
$2.49M
Puts
$4.37M
Net Calls
-$1.88M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$352M +$8.06M +86,310 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$4.24M +45,421 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$212M -$13.7M -147,125 -6%
MA
4
Marshfield Associates
District of Columbia
$172M +$641K +6,869 +0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$139M -$245K -2,626 -0.2%
BAM
6
Burgundy Asset Management
Ontario, Canada
$118M +$1.91M +20,456 +2%
State Street
7
State Street
Massachusetts
$87.4M +$4.19M +44,897 +5%
VLKIM
8
Van Lanschot Kempen Investment Management
Netherlands
$57.8M +$6.61M +70,743 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55M +$3.23M +34,608 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.3M -$111K -1,193 -0.2%
DGI
11
Disciplined Growth Investors
Minnesota
$40.7M -$2.38M -25,482 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$37.1M +$1.46M +15,638 +4%
N
13
Nuveen
North Carolina
$36.5M +$2.78M +29,772 +8%
Charles Schwab
14
Charles Schwab
California
$30.3M +$1.02M +10,949 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.4M +$1.21M +12,961 +5%
Morgan Stanley
16
Morgan Stanley
New York
$25.4M -$11.3M -121,045 -31%
Northern Trust
17
Northern Trust
Illinois
$24.3M +$2.46M +26,374 +11%
TIM
18
Triodos Investment Management
Netherlands
$20.6M
Renaissance Technologies
19
Renaissance Technologies
New York
$20.2M -$861K -9,220 -4%
Goldman Sachs
20
Goldman Sachs
New York
$18.7M -$2.08M -22,236 -10%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$16.4M +$11M +118,151 +207%
Norges Bank
22
Norges Bank
Norway
$15.7M +$2.72M +29,084 +21%
Invesco
23
Invesco
Georgia
$14.3M +$740K +7,923 +5%
OAM
24
Oberweis Asset Management
Illinois
$12.6M +$2.94M +31,500 +31%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$12.3M +$224K +2,395 +2%

STRA Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strategic Education (STRA) for Q4 2024, worth a combined $2.1B — up 0.24% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of STRA and 29 opened new positions — a net loss of 4 holders — while 83 trimmed existing stakes and 87 added.

The largest buyer was Arrowstreet Capital, adding an estimated $11M. The largest seller was JP Morgan Chase, cutting an estimated $26.4M.

  • 242 institutional investors held Strategic Education (STRA) as of Q4 2024, down from 248 in Q3 2024.
  • Funds reported $2.1B of Strategic Education stock for Q4 2024, up 0.24% quarter-over-quarter.
  • 29 funds opened new Strategic Education positions in Q4 2024 and 33 closed out, a net change of -4 holders.
  • The largest Strategic Education buyer in Q4 2024 was Arrowstreet Capital, an estimated $11M added.
  • The largest Strategic Education seller in Q4 2024 was JP Morgan Chase, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2024.