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DAO

Youdao
DAO

41 hedge funds and large institutions have $117M invested in Youdao in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $473K | Put options by funds: $212K

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

17% more funds holding

Funds holding: 35 → 41 (+6)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.05% less ownership

Funds ownership: 63.19% → 63.14% (-0.05%)

29% less capital invested

Capital invested by funds: $165M → $117M (-$48.2M)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
12
Reduced
11
Closed
8
Calls
$473K
Puts
$212K
Net Calls
+$261K
Net Calls Change
-$418K

Top Buyers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
+$2.2M
2
OAG
Orbis Allan Gray
Bermuda
+$2.07M
3
Jane Street
Jane Street
New York
+$1.04M
4
HF
HRT Financial
New York
+$902K
5
ECM
ExodusPoint Capital Management
New York
+$827K

Top Sellers

Rank Fund Capital Flow
1
KFA
Krane Funds Advisors
New York
-$13.6M
2
UBS AM
UBS AM
Illinois
-$1.85M
3
Goldman Sachs
Goldman Sachs
New York
-$1.7M
4
CFM
Coronation Fund Managers
South Africa
-$1.52M
5
Invesco
Invesco
Georgia
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$72.8M +$2.07M +346,823 +2%
CFM
2
Coronation Fund Managers
South Africa
$12.4M -$1.52M -254,830 -9%
NI
3
NetEase Inc
China
$9.64M +$11.7M +1,959,873 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.98M +$199K +33,273 +3%
BlackRock
5
BlackRock
New York
$3.77M +$344K +57,653 +8%
TAA
6
TB Alternative Assets
Cayman Islands
$2.41M -$114K -19,086 -4%
SSA
7
Schonfeld Strategic Advisors
New York
$1.81M +$2.2M +368,652 New
Invesco
8
Invesco
Georgia
$1.71M -$285K -47,756 -12%
State Street
9
State Street
Massachusetts
$1.22M +$175K +29,370 +13%
Jane Street
10
Jane Street
New York
$917K +$1.04M +174,096 +1,417%
HF
11
HRT Financial
New York
$743K +$902K +151,105 New
ECM
12
ExodusPoint Capital Management
New York
$682K +$827K +138,520 New
Norges Bank
13
Norges Bank
Norway
$475K – – –
Morgan Stanley
14
Morgan Stanley
New York
$357K +$332K +55,563 +323%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$315K -$12.1K -2,032 -3%
Millennium Management
16
Millennium Management
New York
$244K +$92.3K +15,463 +45%
N
17
Nuveen
North Carolina
$221K +$56.7K +9,500 +27%
Barclays
18
Barclays
United Kingdom
$162K +$197K +33,000 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$139K +$102K +17,105 +153%
Goldman Sachs
20
Goldman Sachs
New York
$133K -$1.7M -285,287 -91%
Renaissance Technologies
21
Renaissance Technologies
New York
$126K +$153K +25,600 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$109K +$41.5K +6,954 +46%
OMC
23
Old Mission Capital
Illinois
$108K +$32.5K +5,444 +33%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$74K -$166K -27,879 -65%
VF
25
Virtu Financial
New York
$69K +$84K +14,078 New
1
2

DAO Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q2 2022, worth a combined $117M — down 29% from $165M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DAO positions and 8 closed out — a net gain of 6 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $2.2M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $13.6M sold.

  • 41 institutional investors held Youdao (DAO) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $117M of Youdao stock for Q2 2022, down 29% quarter-over-quarter.
  • 14 funds opened new Youdao positions in Q2 2022 and 8 closed out, a net change of +6 holders.
  • The largest Youdao buyer in Q2 2022 was Schonfeld Strategic Advisors, an estimated $2.2M added.
  • The largest Youdao seller in Q2 2022 was Krane Funds Advisors, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2022.