We are live on ! Find out more
AIFU

AIFU Inc

28 hedge funds and large institutions have $34.9M invested in AIFU Inc in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

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

15% less funds holding

Funds holding: 3328 (-5)

16% less capital invested

Capital invested by funds: $41.4M → $34.9M (-$6.52M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $264K

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% 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
3
Reduced
11
Closed
8
Calls
$3K
Puts
$264K
Net Calls
-$261K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.71M -$3.11M -1,126 -24%
Goldman Sachs
2
Goldman Sachs
New York
$7.63M -$2.76K -1 -0%
Fidelity International
3
Fidelity International
Bermuda
$6.81M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.69M -$185K -67 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.91M +$924K +335 +88%
RC
6
RBF Capital
California
$1.64M +$2.76K +1 +0.2%
Citigroup
7
Citigroup
New York
$1.33M
State Street
8
State Street
Massachusetts
$825K +$27.6K +10 +3%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$554K -$49.6K -18 -8%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$468K
GF
11
Gabelli Funds
New York
$203K
BlackRock
12
BlackRock
New York
$177K -$168K -61 -48%
SC
13
Savant Capital
Illinois
$166K
American Century Companies
14
American Century Companies
Missouri
$163K -$22.1K -8 -11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$125K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$114K -$44.1K -16 -27%
ERSOT
17
Employees Retirement System of Texas
Texas
$110K
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$94K -$38.6K -14 -28%
Simplex Trading
19
Simplex Trading
Illinois
$46K +$49.6K +18 New
QCG
20
Quadrant Capital Group
Ohio
$33.5K -$30.3K -11 -46%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$21.7K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.4K
JP Morgan Chase
23
JP Morgan Chase
New York
$12K -$5.52K -2 -29%
UBS Group
24
UBS Group
Switzerland
$6.59K +$5.52K +2 New
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$5.93K

AIFU Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q4 2023, worth a combined $34.9M — down 16% from $41.4M a quarter earlier.

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

The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was Bank of America, cutting an estimated $3.11M.

  • 28 institutional investors held AIFU Inc (AIFU) as of Q4 2023, down from 33 in Q3 2023.
  • Funds reported $34.9M of AIFU Inc stock for Q4 2023, down 16% quarter-over-quarter.
  • 3 funds opened new AIFU Inc positions in Q4 2023 and 8 closed out, a net change of -5 holders.
  • The largest AIFU Inc buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
  • The largest AIFU Inc seller in Q4 2023 was Bank of America, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2023.