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AIFU

AIFU Inc

29 hedge funds and large institutions have $54.3M invested in AIFU Inc in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

12% more funds holding

Funds holding: 2629 (+3)

0% less ownership

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

0% more call options, than puts

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

18% less capital invested

Capital invested by funds: $66M → $54.3M (-$11.7M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
2
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.3M -$1.58M -489 -7%
Goldman Sachs
2
Goldman Sachs
New York
$10.1M -$1.56M -482 -14%
Fidelity International
3
Fidelity International
Bermuda
$9.78M -$2.25M -698 -19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.9M -$316K -98 -8%
RC
5
RBF Capital
California
$2.07M
Citigroup
6
Citigroup
New York
$1.68M -$3.47M -1,076 -68%
Morgan Stanley
7
Morgan Stanley
New York
$1.32M +$64.6K +20 +5%
State Street
8
State Street
Massachusetts
$1.22M +$74.3K +23 +7%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$813K +$281K +87 +54%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$595K
BlackRock
11
BlackRock
New York
$429K +$19.4K +6 +5%
Millennium Management
12
Millennium Management
New York
$375K -$119K -37 -25%
GF
13
Gabelli Funds
New York
$253K
American Century Companies
14
American Century Companies
Missouri
$239K -$32.3K -10 -12%
SC
15
Savant Capital
Illinois
$208K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$205K +$200K +62 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$165K
Geode Capital Management
18
Geode Capital Management
Massachusetts
$157K
ERSOT
19
Employees Retirement System of Texas
Texas
$138K
PNC
20
Park National Corp
Ohio
$130K
QCG
21
Quadrant Capital Group
Ohio
$46.6K +$12.9K +4 +40%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$27K +$25.8K +8 New
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.8K +$25.8K +8 New
Legal & General Group
24
Legal & General Group
United Kingdom
$16.1K
TRCT
25
Tower Research Capital (TRC)
New York
$12.8K -$12.9K -4 -50%

AIFU Hedge Fund Activity: Q2 2023 in Review

29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q2 2023, worth a combined $54.3M — down 18% from $66M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIFU positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $281K. The largest seller was Citigroup, cutting an estimated $3.47M.

  • 29 institutional investors held AIFU Inc (AIFU) as of Q2 2023, up from 26 in Q1 2023.
  • Funds reported $54.3M of AIFU Inc stock for Q2 2023, down 18% quarter-over-quarter.
  • 5 funds opened new AIFU Inc positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest AIFU Inc buyer in Q2 2023 was Acadian Asset Management, an estimated $281K added.
  • The largest AIFU Inc seller in Q2 2023 was Citigroup, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2023.