Youdao
36 hedge funds and large institutions have $309M invested in Youdao in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 10 closing their positions.
11,658% more call options, than puts
Call options by funds: $1.41M | Put options by funds: $12K
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $284M → $309M (+$24.6M)
3.36% more ownership
Funds ownership: 63.85% → 67.21% (+3.4%)
8% less funds holding
Funds holding: 39 → 36 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$7.73M |
| 2 |
BlackRock
New York
|
+$7.47M |
| 3 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$3.57M |
| 4 |
Goldman Sachs
New York
|
+$2.14M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.1M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$2.33M |
| 3 |
Morgan Stanley
New York
|
-$1.77M |
| 4 |
JP Morgan Chase
New York
|
-$652K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$647K |
DAO Hedge Fund Activity: Q4 2021 in Review
36 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q4 2021, worth a combined $309M — up 8.7% from $284M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DAO and 8 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was Orbis Allan Gray, adding an estimated $7.73M. The largest seller was Millennium Management, exiting entirely with an estimated $3.1M sold.
- 36 institutional investors held Youdao (DAO) as of Q4 2021, down from 39 in Q3 2021.
- Funds reported $309M of Youdao stock for Q4 2021, up 8.7% quarter-over-quarter.
- 8 funds opened new Youdao positions in Q4 2021 and 10 closed out, a net change of -2 holders.
- The largest Youdao buyer in Q4 2021 was Orbis Allan Gray, an estimated $7.73M added.
- The largest Youdao seller in Q4 2021 was Millennium Management, an estimated $3.1M sold.
Based on aggregated 13F filings for Q4 2021.