Youdao
29 hedge funds and large institutions have $59.5M invested in Youdao in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 10 closing their positions.
261% more call options, than puts
Call options by funds: $166K | Put options by funds: $46K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2% more capital invested
Capital invested by funds: $58.1M → $59.5M (+$1.41M)
1.53% less ownership
Funds ownership: 47.47% → 45.93% (-1.5%)
17% less funds holding
Funds holding: 35 → 29 (-6)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$378K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$92.1K |
| 3 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
+$84K |
| 4 |
Renaissance Technologies
New York
|
+$10.3K |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$6.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$600K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$462K |
| 3 |
Jane Street
New York
|
-$342K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$246K |
| 5 |
State Street
Boston,
Massachusetts
|
-$138K |
DAO Hedge Fund Activity: Q3 2024 in Review
29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q3 2024, worth a combined $59.5M — up 2.4% from $58.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DAO and 4 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 3 added.
The largest buyer was Acadian Asset Management, adding an estimated $378K. The largest seller was Orbis Allan Gray, cutting an estimated $600K.
- 29 institutional investors held Youdao (DAO) as of Q3 2024, down from 35 in Q2 2024.
- Funds reported $59.5M of Youdao stock for Q3 2024, up 2.4% quarter-over-quarter.
- 4 funds opened new Youdao positions in Q3 2024 and 10 closed out, a net change of -6 holders.
- The largest Youdao buyer in Q3 2024 was Acadian Asset Management, an estimated $378K added.
- The largest Youdao seller in Q3 2024 was Orbis Allan Gray, an estimated $600K sold.
Based on aggregated 13F filings for Q3 2024.