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239 hedge funds and large institutions have $2.2B invested in iQIYI in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 45 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

100% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 45

37% more capital invested

Capital invested by funds: $1.6B → $2.2B (+$594M)

21% more funds holding

Funds holding: 198239 (+41)

0.73% less ownership

Funds ownership: 8.91%8.18% (-0.73%)

5% less call options, than puts

Call options by funds: $117M | Put options by funds: $123M

Holders
239
Holders Change
+41
Holders Change %
+20.71%
% of All Funds
3.81%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.19%
New
72
Increased
90
Reduced
45
Closed
29
Calls
$117M
Puts
$123M
Net Calls
-$5.96M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wolverine Asset Management
Illinois
$800 -$3.5M -510,314 -100%
ATC
227
Adirondack Trust Company
New York
$728
CFGS
228
Concourse Financial Group Securities
Alabama
$728
IGWM
229
ICA Group Wealth Management
Colorado
$546
NA
230
NewEdge Advisors
Louisiana
$364 -$1.03K -150 -75%
PFSC
231
Peoples Financial Services Corp
Pennsylvania
$364
TCPG
232
Trivant Custom Portfolio Group
California
$364 +$343 +50 New
WWP
233
WR Wealth Planners
Missouri
$240 +$226 +33 New
EWA
234
EverSource Wealth Advisors
Alabama
$124 +$117 +17 New
KFS
235
Kelly Financial Services
Massachusetts
$29 -$48 -7 -64%
HNB
236
Huntington National Bank
Ohio
$7
CCM
237
CloudAlpha Capital Management
Hong Kong
-$50.4M -9,506,000 Closed
Marshall Wace
238
Marshall Wace
United Kingdom
-$22.3M -4,207,714 Closed
HLAM
239
Hidden Lake Asset Management
New York
-$6.17M -1,163,380 Closed
DZ Bank
240
DZ Bank
Germany
-$4.61M -870,000 Closed
CM
241
Caption Management
Oklahoma
-$2.17M -410,000 Closed
Robeco Institutional Asset Management
242
Robeco Institutional Asset Management
Netherlands
-$1.44M -271,281 Closed
First Trust Advisors
243
First Trust Advisors
Illinois
-$992K -187,201 Closed
Group One Trading
244
Group One Trading
Illinois
-$785K -114,450 Closed
BCM
245
Bayesian Capital Management
New York
-$549K -103,500 Closed
TI
246
Tidal Investments
Wisconsin
-$488K -92,042 Closed
XT
247
XTX Topco
Cayman Islands
-$319K -60,142 Closed
CMTU
248
Capital Markets Trading (UK)
United Kingdom
-$274K -39,908 Closed
CCM
249
Chimera Capital Management
New York
-$202K -38,104 Closed
Wolverine Trading
250
Wolverine Trading
Illinois
-$150K -28,245 Closed

IQ Hedge Fund Activity: Q1 2023 in Review

239 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iQIYI (IQ) for Q1 2023, worth a combined $2.2B — up 37% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IQ positions and 29 closed out — a net gain of 43 holders — while 90 added to existing stakes and 45 trimmed.

The largest buyer was HCEP Management, opening a new position worth an estimated $60.6M. The largest seller was HHLR Advisors, cutting an estimated $82.3M.

  • 239 institutional investors held iQIYI (IQ) as of Q1 2023, up from 198 in Q4 2022.
  • Funds reported $2.2B of iQIYI stock for Q1 2023, up 37% quarter-over-quarter.
  • 72 funds opened new iQIYI positions in Q1 2023 and 29 closed out, a net change of +43 holders.
  • The largest iQIYI buyer in Q1 2023 was HCEP Management, an estimated $60.6M added.
  • The largest iQIYI seller in Q1 2023 was HHLR Advisors, an estimated $82.3M sold.

Based on aggregated 13F filings for Q1 2023.