Youdao
27 hedge funds and large institutions have $91.6M invested in Youdao in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 17 closing their positions.
2,130% more call options, than puts
Call options by funds: $223K | Put options by funds: $10K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
1.25% less ownership
Funds ownership: 63.14% → 61.89% (-1.3%)
22% less capital invested
Capital invested by funds: $117M → $91.6M (-$25.4M)
34% less funds holding
Funds holding: 41 → 27 (-14)
82% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
NetEase Inc
Hangzhou,
China
|
+$2.95M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$1.85M |
| 3 |
State Street
Boston,
Massachusetts
|
+$502K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$72.8K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$67.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$1.81M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.71M |
| 3 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$755K |
| 4 |
HF
HRT Financial
New York
|
-$743K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$682K |
DAO Hedge Fund Activity: Q3 2022 in Review
27 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q3 2022, worth a combined $91.6M — down 22% from $117M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of DAO and 3 opened new positions — a net loss of 14 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was NetEase Inc, adding an estimated $2.95M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $1.81M sold.
- 27 institutional investors held Youdao (DAO) as of Q3 2022, down from 41 in Q2 2022.
- Funds reported $91.6M of Youdao stock for Q3 2022, down 22% quarter-over-quarter.
- 3 funds opened new Youdao positions in Q3 2022 and 17 closed out, a net change of -14 holders.
- The largest Youdao buyer in Q3 2022 was NetEase Inc, an estimated $2.95M added.
- The largest Youdao seller in Q3 2022 was Schonfeld Strategic Advisors, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2022.