Full Truck Alliance
About: Full Truck Alliance Co Ltd, through its subsidiaries, provides comprehensive services for shippers and truckers through its mobile and website platforms. Its principal operations are in the People's Republic of China. The group derives its revenues principally from shippers and trucker's use of its platforms in connection with freight matching services and value-added services.
Employees: 7,585
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
1,026% more call options, than puts
Call options by funds: $77.4M | Put options by funds: $6.88M
171% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 17
20% more funds holding
Funds holding: 145 [Q1] → 174 (+29) [Q2]
19% more capital invested
Capital invested by funds: $3.7B [Q1] → $4.39B (+$691M) [Q2]
4% more funds holding in top 10
Funds holding in top 10: 25 [Q1] → 26 (+1) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 52
0.28% more ownership
Funds ownership: 2.63% [Q1] → 2.91% (+0.28%) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barclays Jiong Shao 76% 1-year accuracy 22 / 29 met price target | 25%downside $7 | Equal-Weight Maintained | 23 Aug 2024 |