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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
OAG
1
Orbis Allan Gray
Bermuda
$310M +$7.4M +300,637 +4%
SCH
2
Sylebra Capital (HK)
Hong Kong
$43.7M +$28.7M +1,166,363 New
GAM
3
Greenwoods Asset Management
Cayman Islands
$38.5M +$10.1M +412,239 +67%
CS
4
Credit Suisse
Switzerland
$37.3M +$3.55M +144,169 +17%
EIM
5
Elephas Investment Management
Hong Kong
$17.3M +$791K +32,150 New
Renaissance Technologies
6
Renaissance Technologies
New York
$10.2M +$5.5M +223,700 +460%
KCMH
7
Keywise Capital Management (HK)
Hong Kong
$9.4M -$6.52M -264,868 -51%
KFA
8
Krane Funds Advisors
New York
$7.44M +$4.88M +198,281 New
BC
9
BIT Capital
Germany
$7.31M +$4.8M +195,000 New
JP Morgan Chase
10
JP Morgan Chase
New York
$6.65M +$59K +2,399 +1%
Millennium Management
11
Millennium Management
New York
$3.33M +$2.19M +88,926 New
Norges Bank
12
Norges Bank
Norway
$3.27M – – –
Nomura Holdings
13
Nomura Holdings
Japan
$2.08M +$1.37M +55,723 New
Marshall Wace
14
Marshall Wace
United Kingdom
$1.97M +$1.29M +52,520 New
UBS Group
15
UBS Group
Switzerland
$1.91M +$1.25M +50,845 New
Morgan Stanley
16
Morgan Stanley
New York
$1.69M +$455K +18,482 +70%
CSS
17
Cubist Systematic Strategies
Connecticut
$973K +$639K +25,957 New
VF
18
Virtu Financial
New York
$810K +$531K +21,596 New
Citadel Advisors
19
Citadel Advisors
Florida
$735K +$482K +19,609 New
PCM
20
Prelude Capital Management
New York
$638K -$3.85M -156,580 -90%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$581K +$381K +15,500 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$563K +$369K +15,000 New
MWNA
23
Marshall Wace North America
New York
$521K +$342K +13,888 New
BlackRock
24
BlackRock
New York
$473K +$299K +12,137 +2,502%
ED
25
Exane Derivatives
France
$422K +$277K +11,252 New
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.