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AIFU

AIFU Inc
AIFU

26 hedge funds and large institutions have $66M invested in AIFU Inc in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,250% more call options, than puts

Call options by funds: $335K | Put options by funds: $10K

18% more capital invested

Capital invested by funds: $56.1M → $66M (+$9.84M)

0% less ownership

Funds ownership: 0% → 0% (-0%)

4% less funds holding

Funds holding: 27 → 26 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
8
Closed
4
Calls
$335K
Puts
$10K
Net Calls
+$325K
Net Calls Change
+$108K

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$454K
2
SC
Savant Capital
Illinois
+$193K
3
ERSOT
Employees Retirement System of Texas
Texas
+$130K
4
State Street
State Street
Massachusetts
+$59K
5
BlackRock
BlackRock
New York
+$52.8K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$4M
2
Invesco
Invesco
Georgia
-$304K
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143K
4
E
Ergoteles
New York
-$140K
5
Millennium Management
Millennium Management
New York
-$37.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$22.9M +$6.21K +2 +0%
Fidelity International
2
Fidelity International
Bermuda
$12.6M – – –
Goldman Sachs
3
Goldman Sachs
New York
$12.3M -$6.21K -2 -0.1%
Citigroup
4
Citigroup
New York
$5.49M -$4M -1,287 -45%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.41M -$6.21K -2 -0.2%
RC
6
RBF Capital
California
$2.17M – – –
Morgan Stanley
7
Morgan Stanley
New York
$1.31M -$9.32K -3 -0.8%
State Street
8
State Street
Massachusetts
$1.2M +$59K +19 +6%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$624K – – –
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$553K +$454K +146 +973%
Millennium Management
11
Millennium Management
New York
$520K -$37.3K -12 -7%
BlackRock
12
BlackRock
New York
$426K +$52.8K +17 +16%
American Century Companies
13
American Century Companies
Missouri
$275K – – –
GF
14
Gabelli Funds
New York
$265K – – –
SC
15
Savant Capital
Illinois
$217K +$193K +62 New
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$173K -$28K -9 -15%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$164K – – –
ERSOT
18
Employees Retirement System of Texas
Texas
$145K +$130K +42 New
PNC
19
Park National Corp
Ohio
$136K – – –
QCG
20
Quadrant Capital Group
Ohio
$33.1K +$28K +9 +900%
TRCT
21
Tower Research Capital (TRC)
New York
$26K – – –
Legal & General Group
22
Legal & General Group
United Kingdom
$16.8K – – –
UBS Group
23
UBS Group
Switzerland
$16.1K -$6.21K -2 -29%
JP Morgan Chase
24
JP Morgan Chase
New York
$16K -$9.32K -3 -38%
S
25
SignatureFD
Georgia
$4K +$3.11K +1 New
1
2

AIFU Hedge Fund Activity: Q1 2023 in Review

26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q1 2023, worth a combined $66M — up 18% from $56.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AIFU and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Acadian Asset Management, adding an estimated $454K. The largest seller was Citigroup, cutting an estimated $4M.

  • 26 institutional investors held AIFU Inc (AIFU) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $66M of AIFU Inc stock for Q1 2023, up 18% quarter-over-quarter.
  • 3 funds opened new AIFU Inc positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest AIFU Inc buyer in Q1 2023 was Acadian Asset Management, an estimated $454K added.
  • The largest AIFU Inc seller in Q1 2023 was Citigroup, an estimated $4M sold.

Based on aggregated 13F filings for Q1 2023.