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AIFU

AIFU Inc

33 hedge funds and large institutions have $41.4M invested in AIFU Inc in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more call options, than puts

Call options by funds: $2K | Put options by funds: $1K

14% more funds holding

Funds holding: 2933 (+4)

0% less ownership

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

24% less capital invested

Capital invested by funds: $54.3M → $41.4M (-$12.9M)

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
14
Closed
1
Calls
$2K
Puts
$1K
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.8M -$3.74M -1,328 -22%
Goldman Sachs
2
Goldman Sachs
New York
$8.28M -$501K -178 -6%
Fidelity International
3
Fidelity International
Bermuda
$7.45M -$1.01M -360 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.14M -$245K -87 -7%
RC
5
RBF Capital
California
$1.77M -$28.1K -10 -2%
Citigroup
6
Citigroup
New York
$1.46M
Morgan Stanley
7
Morgan Stanley
New York
$1.1M -$47.8K -17 -4%
State Street
8
State Street
Massachusetts
$873K -$186K -66 -18%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$659K -$47.8K -17 -7%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$529K
BlackRock
11
BlackRock
New York
$370K -$2.81K -1 -0.8%
Invesco
12
Invesco
Georgia
$224K +$219K +78 New
GF
13
Gabelli Funds
New York
$220K
Millennium Management
14
Millennium Management
New York
$214K -$110K -39 -35%
American Century Companies
15
American Century Companies
Missouri
$201K -$5.63K -2 -3%
SC
16
Savant Capital
Illinois
$180K
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$171K -$8.44K -3 -5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$143K
Geode Capital Management
19
Geode Capital Management
Massachusetts
$136K
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$125K +$124K +44 New
ERSOT
21
Employees Retirement System of Texas
Texas
$120K
PNC
22
Park National Corp
Ohio
$78.8K -$33.8K -12 -31%
QCG
23
Quadrant Capital Group
Ohio
$69.7K +$28.1K +10 +71%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$24.5K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.4K

AIFU Hedge Fund Activity: Q3 2023 in Review

33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q3 2023, worth a combined $41.4M — down 24% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AIFU positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 14 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $219K. The largest seller was Bank of America, cutting an estimated $3.74M.

  • 33 institutional investors held AIFU Inc (AIFU) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $41.4M of AIFU Inc stock for Q3 2023, down 24% quarter-over-quarter.
  • 5 funds opened new AIFU Inc positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest AIFU Inc buyer in Q3 2023 was Invesco, an estimated $219K added.
  • The largest AIFU Inc seller in Q3 2023 was Bank of America, an estimated $3.74M sold.

Based on aggregated 13F filings for Q3 2023.