Gaotu Techedu
GOTU
78 hedge funds and large institutions have $275M invested in Gaotu Techedu in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
71% more call options, than puts
Call options by funds: $7.17M | Put options by funds: $4.18M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more funds holding
Funds holding: 68 → 78 (+10)
6.09% more ownership
Funds ownership: 50.74% → 56.84% (+6.1%)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
17% less capital invested
Capital invested by funds: $331M → $275M (-$56.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.4M |
| 2 |
Goldman Sachs
New York
|
+$14.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$10.6M |
| 4 |
BlackRock
New York
|
+$5.54M |
| 5 |
HVCM
Hel Ved Capital Management
Central,
Hong Kong
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Tairen Capital
Hong Kong
|
-$10.8M |
| 2 |
PHK
Point72 Hong Kong
Hong Kong
|
-$6.09M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$5.21M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.18M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$3.47M |
GOTU Hedge Fund Activity: Q2 2024 in Review
78 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Gaotu Techedu (GOTU) for Q2 2024, worth a combined $275M — down 17% from $331M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new GOTU positions and 15 closed out — a net gain of 11 holders — while 20 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.4M. The largest seller was Tairen Capital, exiting entirely with an estimated $10.8M sold.
- 78 institutional investors held Gaotu Techedu (GOTU) as of Q2 2024, up from 68 in Q1 2024.
- Funds reported $275M of Gaotu Techedu stock for Q2 2024, down 17% quarter-over-quarter.
- 26 funds opened new Gaotu Techedu positions in Q2 2024 and 15 closed out, a net change of +11 holders.
- The largest Gaotu Techedu buyer in Q2 2024 was Morgan Stanley, an estimated $21.4M added.
- The largest Gaotu Techedu seller in Q2 2024 was Tairen Capital, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2024.