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AIFU

AIFU Inc

40 hedge funds and large institutions have $203M invested in AIFU Inc in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $113M → $203M (+$89.9M)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

54% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $947K

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

5% more funds holding

Funds holding: 3840 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 0%0% (+0%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
9
Closed
10
Calls
$1.46M
Puts
$947K
Net Calls
+$509K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$35.6M -$843K -113 -3%
CS
2
Credit Suisse
Switzerland
$21.7M +$16.2M +2,174 +659%
Morgan Stanley
3
Morgan Stanley
New York
$19.6M +$12.4M +1,665 +279%
Citigroup
4
Citigroup
New York
$16M +$10.9M +1,467 +380%
FI
5
Fosun International
China
$15M -$61.6M -8,250 -83%
Deutsche Bank
6
Deutsche Bank
Germany
$11.7M +$7.72M +1,035 +319%
Goldman Sachs
7
Goldman Sachs
New York
$11.4M +$8.95M +1,199 +999%
Bank of America
8
Bank of America
North Carolina
$9.81M +$7.36M +987 +671%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$7.98M
MICM
10
Matthews International Capital Management
California
$7.19M +$157K +21 +3%
UBS Group
11
UBS Group
Switzerland
$6.77M +$4.51M +604 +337%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$6.46M +$597K +80 +12%
BC
13
Beaconlight Capital
New York
$5.86M +$5.05M +677 New
RC
14
RBF Capital
California
$5.39M +$552K +74 +13%
VBA
15
Van Berkom & Associates
Quebec, Canada
$5M +$82.1K +11 +2%
Boston Partners
16
Boston Partners
Massachusetts
$4.07M -$2.03M -272 -37%
GAM
17
Greenwoods Asset Management
Cayman Islands
$2.94M
State Street
18
State Street
Massachusetts
$1.72M -$127K -17 -8%
Invesco
19
Invesco
Georgia
$1.42M -$112K -15 -8%
NI
20
NFC Investments
Tennessee
$1.3M +$1.12M +150 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$726K -$172K -23 -21%
Northern Trust
22
Northern Trust
Illinois
$628K +$59.7K +8 +12%
MWNA
23
Marshall Wace North America
New York
$565K +$485K +65 New
VF
24
Virtu Financial
New York
$553K +$478K +64 New
KIA
25
KCM Investment Advisors
California
$505K

AIFU Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q4 2017, worth a combined $203M — up 79% from $113M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AIFU positions and 10 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Credit Suisse, adding an estimated $16.2M. The largest seller was Fosun International, cutting an estimated $61.6M.

  • 40 institutional investors held AIFU Inc (AIFU) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $203M of AIFU Inc stock for Q4 2017, up 79% quarter-over-quarter.
  • 12 funds opened new AIFU Inc positions in Q4 2017 and 10 closed out, a net change of +2 holders.
  • The largest AIFU Inc buyer in Q4 2017 was Credit Suisse, an estimated $16.2M added.
  • The largest AIFU Inc seller in Q4 2017 was Fosun International, an estimated $61.6M sold.

Based on aggregated 13F filings for Q4 2017.