Youdao
35 hedge funds and large institutions have $58.1M invested in Youdao in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 5 closing their positions.
71% more call options, than puts
Call options by funds: $87K | Put options by funds: $51K
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more funds holding
Funds holding: 33 → 35 (+2)
5.45% more ownership
Funds ownership: 42.01% → 47.47% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $63.6M → $58.1M (-$5.54M)
71% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$445K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$123K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$78.1K |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
+$68.7K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$2.52M |
| 2 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$978K |
| 3 |
HF
HRT Financial
New York
|
-$158K |
| 4 |
Goldman Sachs
New York
|
-$156K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$141K |
DAO Hedge Fund Activity: Q2 2024 in Review
35 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q2 2024, worth a combined $58.1M — down 8.7% from $63.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DAO positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 17 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $445K. The largest seller was Orbis Allan Gray, cutting an estimated $2.52M.
- 35 institutional investors held Youdao (DAO) as of Q2 2024, up from 33 in Q1 2024.
- Funds reported $58.1M of Youdao stock for Q2 2024, down 8.7% quarter-over-quarter.
- 7 funds opened new Youdao positions in Q2 2024 and 5 closed out, a net change of +2 holders.
- The largest Youdao buyer in Q2 2024 was Acadian Asset Management, an estimated $445K added.
- The largest Youdao seller in Q2 2024 was Orbis Allan Gray, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2024.