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AIFU

AIFU Inc

42 hedge funds and large institutions have $407M invested in AIFU Inc in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4242 (0)

0% less ownership

Funds ownership: 0%0% (-0%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

11% less capital invested

Capital invested by funds: $458M → $407M (-$50.5M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $22K

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
14
Closed
7
Calls
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$663K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$55.6M -$4.6M -584 -8%
Goldman Sachs
2
Goldman Sachs
New York
$53.6M +$3.42M +434 +7%
Nomura Holdings
3
Nomura Holdings
Japan
$39.8M -$39.4M -5,000 -50%
Citigroup
4
Citigroup
New York
$33.3M
Capital Research Global Investors
5
Capital Research Global Investors
California
$32.2M +$7.66M +973 +32%
Morgan Stanley
6
Morgan Stanley
New York
$31.8M +$2.94M +373 +10%
UBS Group
7
UBS Group
Switzerland
$25.1M -$7.87K -1 -0%
Vanguard Group
8
Vanguard Group
Pennsylvania
$25M -$3.06M -389 -11%
CS
9
Credit Suisse
Switzerland
$21.6M -$401K -51 -2%
BlackRock
10
BlackRock
New York
$17.2M -$2.75M -350 -14%
Franklin Resources
11
Franklin Resources
California
$13.5M -$1.91M -243 -13%
Fidelity International
12
Fidelity International
Bermuda
$9.96M
KFA
13
Krane Funds Advisors
New York
$9.36M -$6.08M -772 -40%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$8.6M +$307K +39 +4%
State Street
15
State Street
Massachusetts
$5.63M -$1.16M -148 -17%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$5.08M +$5M +635 New
RC
17
RBF Capital
California
$4.99M
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$3.28M +$1.27M +161 +65%
Northern Trust
19
Northern Trust
Illinois
$1.63M -$189K -24 -11%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.58M -$315K -40 -17%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.3M -$417K -53 -25%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.25M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$943K -$15.7K -2 -2%
Invesco
24
Invesco
Georgia
$590K +$55.1K +7 +10%
Millennium Management
25
Millennium Management
New York
$502K +$496K +63 New

AIFU Hedge Fund Activity: Q2 2020 in Review

42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q2 2020, worth a combined $407M — down 11% from $458M a quarter earlier.

Fund positioning in AIFU was balanced in Q2 2020: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 14 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $7.66M. The largest seller was Nomura Holdings, cutting an estimated $39.4M.

  • 42 institutional investors held AIFU Inc (AIFU) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $407M of AIFU Inc stock for Q2 2020, down 11% quarter-over-quarter.
  • 7 funds opened new AIFU Inc positions in Q2 2020 and 7 closed out, a net change of 0 holders.
  • The largest AIFU Inc buyer in Q2 2020 was Capital Research Global Investors, an estimated $7.66M added.
  • The largest AIFU Inc seller in Q2 2020 was Nomura Holdings, an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2020.