Youdao
40 hedge funds and large institutions have $116M invested in Youdao in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.
14,729% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $7K
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
48% more funds holding
Funds holding: 27 → 40 (+13)
27% more capital invested
Capital invested by funds: $91.6M → $116M (+$24.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.46% less ownership
Funds ownership: 61.89% → 57.43% (-4.5%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
NetEase Inc
Hangzhou,
China
|
+$1.44M |
| 2 |
Renaissance Technologies
New York
|
+$762K |
| 3 |
D.E. Shaw & Co
New York
|
+$409K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$377K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$9.57M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$1.64M |
| 3 |
BlackRock
New York
|
-$255K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$97.1K |
| 5 |
Morgan Stanley
New York
|
-$77K |
DAO Hedge Fund Activity: Q4 2022 in Review
40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q4 2022, worth a combined $116M — up 27% from $91.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DAO positions and 1 closed out — a net gain of 13 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was NetEase Inc, adding an estimated $1.44M. The largest seller was Coronation Fund Managers, cutting an estimated $9.57M.
- 40 institutional investors held Youdao (DAO) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $116M of Youdao stock for Q4 2022, up 27% quarter-over-quarter.
- 14 funds opened new Youdao positions in Q4 2022 and 1 closed out, a net change of +13 holders.
- The largest Youdao buyer in Q4 2022 was NetEase Inc, an estimated $1.44M added.
- The largest Youdao seller in Q4 2022 was Coronation Fund Managers, an estimated $9.57M sold.
Based on aggregated 13F filings for Q4 2022.