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AIFU

AIFU Inc

42 hedge funds and large institutions have $458M invested in AIFU Inc in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,025% more call options, than puts

Call options by funds: $645K | Put options by funds: $4K

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0% more ownership

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

7% less funds holding

Funds holding: 4542 (-3)

9% less capital invested

Capital invested by funds: $506M → $458M (-$47.8M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
13
Closed
7
Calls
$645K
Puts
$4K
Net Calls
+$641K
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
1
Nomura Holdings
Japan
$81.2M +$84.8M +9,476 +1,899%
Bank of America
2
Bank of America
North Carolina
$60.6M +$2.75M +307 +4%
Goldman Sachs
3
Goldman Sachs
New York
$50.4M +$7.24M +809 +15%
Citigroup
4
Citigroup
New York
$33.5M -$21.9M -2,450 -37%
Morgan Stanley
5
Morgan Stanley
New York
$29M +$4.83M +540 +18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$28.3M +$591K +66 +2%
UBS Group
7
UBS Group
Switzerland
$25.2M +$17.9K +2 +0.1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$24.6M
CS
9
Credit Suisse
Switzerland
$22.1M -$770K -86 -3%
BlackRock
10
BlackRock
New York
$20.1M +$573K +64 +3%
KFA
11
Krane Funds Advisors
New York
$15.6M +$4.3M +480 +33%
Franklin Resources
12
Franklin Resources
California
$15.1M -$2.18M -244 -11%
Fidelity International
13
Fidelity International
Bermuda
$10M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$8.33M +$2.97M +332 +47%
State Street
15
State Street
Massachusetts
$6.84M +$555K +62 +8%
Norges Bank
16
Norges Bank
Norway
$5.17M -$4.5M -503 -44%
RC
17
RBF Capital
California
$5.02M
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$2.01M
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.92M +$26.9K +3 +1%
Northern Trust
20
Northern Trust
Illinois
$1.83M -$107K -12 -5%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.74M -$3.62M -404 -65%
Korea Investment Corp
22
Korea Investment Corp
South Korea
$1.71M -$1.05M -117 -35%
AQR Capital Management
23
AQR Capital Management
Connecticut
$1.26M -$161K -18 -10%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$964K +$197K +22 +22%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$869K +$331K +37 +52%

AIFU Hedge Fund Activity: Q1 2020 in Review

42 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q1 2020, worth a combined $458M — down 9.4% from $506M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AIFU and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Nomura Holdings, adding an estimated $84.8M. The largest seller was Citigroup, cutting an estimated $21.9M.

  • 42 institutional investors held AIFU Inc (AIFU) as of Q1 2020, down from 45 in Q4 2019.
  • Funds reported $458M of AIFU Inc stock for Q1 2020, down 9.4% quarter-over-quarter.
  • 4 funds opened new AIFU Inc positions in Q1 2020 and 7 closed out, a net change of -3 holders.
  • The largest AIFU Inc buyer in Q1 2020 was Nomura Holdings, an estimated $84.8M added.
  • The largest AIFU Inc seller in Q1 2020 was Citigroup, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2020.