We are live on ! Find out more
DAO

Youdao
DAO

41 hedge funds and large institutions have $510M invested in Youdao in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 2

215% more funds holding

Funds holding: 13 → 41 (+28)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

130% more capital invested

Capital invested by funds: $222M → $510M (+$288M)

11.99% more ownership

Funds ownership: 46.58% → 58.57% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
41
Holders Change
+28
Holders Change %
+215.38%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCH
Sylebra Capital (HK)
Hong Kong
+$28.7M
2
GAM
Greenwoods Asset Management
Cayman Islands
+$10.1M
3
OAG
Orbis Allan Gray
Bermuda
+$7.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.5M
5
KFA
Krane Funds Advisors
New York
+$4.88M

Top Sellers

Rank Fund Capital Flow
1
KCMH
Keywise Capital Management (HK)
Hong Kong
-$6.52M
2
PCM
Prelude Capital Management
New York
-$3.85M
3
BFM
Boothbay Fund Management
New York
-$1.3M
4
OMC
Oasis Management Company
Cayman Islands
-$367K
5
SSA
Schonfeld Strategic Advisors
New York
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
26
Quadrature Capital
United Kingdom
$353K +$231K +9,402 New
LI
27
Leap Investments
Illinois
$338K +$221K +9,000 New
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$332K +$218K +8,842 New
Jane Street
29
Jane Street
New York
$302K +$198K +8,056 New
ECM
30
ExodusPoint Capital Management
New York
$301K +$197K +8,017 New
SPM
31
Symmetry Peak Management
Pennsylvania
$263K +$172K +7,000 New
WCM
32
Weld Capital Management
New York
$252K +$166K +6,730 New
OMC
33
Oasis Management Company
Cayman Islands
$225K -$367K -14,906 -71%
Goldman Sachs
34
Goldman Sachs
New York
$223K +$146K +5,935 New
CCA
35
Catalyst Capital Advisors
New York
$135K +$88.6K +3,600 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$73K +$48.1K +1,955 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$72K +$48.1K +1,955 New
Citigroup
38
Citigroup
New York
$46K +$30.3K +1,231 New
PHK
39
Point72 Hong Kong
Hong Kong
$10K +$6.62K +269 New
Wells Fargo
40
Wells Fargo
California
$5K +$3.32K +135 New
JG
41
Jefferies Group
New York
$3.02K +$1.99M +80,678 New
BFM
42
Boothbay Fund Management
New York
– -$1.3M -61,927 Closed
SSA
43
Schonfeld Strategic Advisors
New York
– -$327K -15,539 Closed
1
2

DAO Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q2 2020, worth a combined $510M — up 130% from $222M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DAO positions and 2 closed out — a net gain of 28 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Sylebra Capital (HK), opening a new position worth an estimated $28.7M. The largest seller was Keywise Capital Management (HK), cutting an estimated $6.52M.

  • 41 institutional investors held Youdao (DAO) as of Q2 2020, up from 13 in Q1 2020.
  • Funds reported $510M of Youdao stock for Q2 2020, up 130% quarter-over-quarter.
  • 30 funds opened new Youdao positions in Q2 2020 and 2 closed out, a net change of +28 holders.
  • The largest Youdao buyer in Q2 2020 was Sylebra Capital (HK), an estimated $28.7M added.
  • The largest Youdao seller in Q2 2020 was Keywise Capital Management (HK), an estimated $6.52M sold.

Based on aggregated 13F filings for Q2 2020.