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AIFU

AIFU Inc

40 hedge funds and large institutions have $221M invested in AIFU Inc in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $690K | Put options by funds: $195K

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $195M → $221M (+$26.3M)

0% less ownership

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

7% less funds holding

Funds holding: 4340 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
8
Calls
$690K
Puts
$195K
Net Calls
+$495K
Net Calls Change
+$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$33.8M +$117K +20 +0.3%
Goldman Sachs
2
Goldman Sachs
New York
$32.6M +$714K +122 +2%
Citigroup
3
Citigroup
New York
$23.3M +$82K +14 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$22.6M -$293K -50 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.5M +$1.29M +220 +7%
UBS Group
6
UBS Group
Switzerland
$17.5M +$93.7K +16 +0.5%
CS
7
Credit Suisse
Switzerland
$15.7M +$451K +77 +3%
BlackRock
8
BlackRock
New York
$13.7M +$1.39M +237 +11%
Capital Research Global Investors
9
Capital Research Global Investors
California
$8.69M -$4.34M -741 -32%
Fidelity International
10
Fidelity International
Bermuda
$6.93M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.27M +$23.4K +4 +0.4%
State Street
12
State Street
Massachusetts
$5.2M +$287K +49 +6%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$3.72M +$2.53M +433 +185%
RC
14
RBF Capital
California
$3.48M
Nomura Holdings
15
Nomura Holdings
Japan
$1.39M -$1.45M -248 -50%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.13M +$29.3K +5 +3%
Northern Trust
17
Northern Trust
Illinois
$1.08M +$35.1K +6 +3%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.03M
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$509K -$474K -81 -47%
N
20
Nuveen
North Carolina
$448K -$23.4K -4 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$431K -$462K -79 -51%
Invesco
22
Invesco
Georgia
$402K -$5.85K -1 -1%
Franklin Resources
23
Franklin Resources
California
$349K
Norges Bank
24
Norges Bank
Norway
$338K
SSA
25
Schonfeld Strategic Advisors
New York
$296K +$41K +7 +15%

AIFU Hedge Fund Activity: Q1 2021 in Review

40 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q1 2021, worth a combined $221M — up 14% from $195M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIFU and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $2.53M. The largest seller was Capital Research Global Investors, cutting an estimated $4.34M.

  • 40 institutional investors held AIFU Inc (AIFU) as of Q1 2021, down from 43 in Q4 2020.
  • Funds reported $221M of AIFU Inc stock for Q1 2021, up 14% quarter-over-quarter.
  • 5 funds opened new AIFU Inc positions in Q1 2021 and 8 closed out, a net change of -3 holders.
  • The largest AIFU Inc buyer in Q1 2021 was Canada Pension Plan Investment Board, an estimated $2.53M added.
  • The largest AIFU Inc seller in Q1 2021 was Capital Research Global Investors, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2021.