Balyasny Asset Management
AIFU

Balyasny Asset Management’s AIFU Inc AIFU Stock Holding History

Balyasny Asset Management’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-44
Closed -$125K – 2980
2023
Q3 		$125K Buy
+44
New +$124K ﹤0.01% 2098
2017
Q3 		– Sell
-470
Closed -$1.61M – 2130
2017
Q2 		$1.61M Sell
470
-76
-14% -$264K 0.01% 984
2017
Q1 		$1.89M Sell
546
-60
-10% -$211K 0.01% 922
2016
Q4 		$2.01M Buy
606
+285
+89% +$966K 0.01% 885
2016
Q3 		$988K Buy
+321
New +$1.04M 0.01% 688

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Balyasny Asset Management's AIFU Position: Q4 2023 in Review

Balyasny Asset Management sold out of AIFU Inc (AIFU) in Q4 2023, closing a stake of 44 shares — an estimated $125K sold.

Balyasny Asset Management first reported a position in AIFU in Q3 2016 and held it in 5 quarters. The position peaked at $2.01M in Q4 2016. 28 funds tracked by Wall St. Rank hold AIFU as of Q4 2023.

  • Balyasny Asset Management reported no remaining AIFU Inc position as of Q4 2023 after selling out during the quarter.
  • Balyasny Asset Management sold 44 AIFU Inc shares in Q4 2023, an estimated $125K.
  • Balyasny Asset Management first reported a position in AIFU Inc in Q3 2016 and held it in 5 quarters.
  • Balyasny Asset Management's AIFU Inc position peaked at $2.01M in Q4 2016.
  • 28 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2023.

Based on Balyasny Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.