We are live on ! Find out more

236 hedge funds and large institutions have $4.05B invested in iQIYI in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 61 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

66% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 61

1.33% less ownership

Funds ownership: 11.17%9.83% (-1.3%)

7% less funds holding

Funds holding: 255236 (-19)

18% less capital invested

Capital invested by funds: $4.92B → $4.05B (-$867M)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

48% less call options, than puts

Call options by funds: $266M | Put options by funds: $507M

Holders
236
Holders Change
-19
Holders Change %
-7.45%
% of All Funds
4.11%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
37
Increased
101
Reduced
61
Closed
55
Calls
$266M
Puts
$507M
Net Calls
-$241M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
201
Kelly Financial Services
Massachusetts
$11K +$2.38K +160 +1,455%
EDRH
202
Edmond de Rothschild Holding
Switzerland
$10K
CFGS
203
Concourse Financial Group Securities
Alabama
$9K
RIA
204
RPG Investment Advisory
California
$9K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$9K +$818 +55 +9%
BWA
206
BDO Wealth Advisors
Florida
$8K
TCM
207
Tradewinds Capital Management
Washington
$8K
HPC
208
HM Payson & Co
Maine
$8K +$521 +35 +7%
RE
209
RBC Europe
United Kingdom
$7.01K
CCM
210
Covington Capital Management
California
$5K
TFGT
211
TS Financial Group (TSFG)
Illinois
$4K
HF
212
Halpern Financial
Virginia
$3.9K
FP
213
Financial Perspectives
Minnesota
$3.51K -$52.3K -3,515 -94%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$3K
TCOV
215
Trust Company of Vermont
Vermont
$3K
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.31K +155 +316%
TRCT
217
Tower Research Capital (TRC)
New York
$2K -$224K -15,045 -99%
JWM
218
Janiczek Wealth Management
Colorado
$2K -$6.19K -416 -80%
ATC
219
Adirondack Trust Company
New York
$2K
IFAM
220
Institutional & Family Asset Management
Colorado
$2K
MAM
221
McCarthy Asset Management
California
$2K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.49K +100 New
BCA
223
Berman Capital Advisors
Georgia
$1K -$327 -22 -25%
BCV
224
Banque Cantonale Vaudoise
Switzerland
$1K
LWM
225
Liberty Wealth Management
California
$1K

IQ Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iQIYI (IQ) for Q2 2021, worth a combined $4.05B — down 18% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of IQ and 37 opened new positions — a net loss of 18 holders — while 61 trimmed existing stakes and 101 added.

The largest buyer was Morgan Stanley, adding an estimated $224M. The largest seller was Credit Suisse, cutting an estimated $362M.

  • 236 institutional investors held iQIYI (IQ) as of Q2 2021, down from 255 in Q1 2021.
  • Funds reported $4.05B of iQIYI stock for Q2 2021, down 18% quarter-over-quarter.
  • 37 funds opened new iQIYI positions in Q2 2021 and 55 closed out, a net change of -18 holders.
  • The largest iQIYI buyer in Q2 2021 was Morgan Stanley, an estimated $224M added.
  • The largest iQIYI seller in Q2 2021 was Credit Suisse, an estimated $362M sold.

Based on aggregated 13F filings for Q2 2021.