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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
BCWM
201
Bartlett & Co Wealth Management
Ohio
$14.6K
WIM
202
Westside Investment Management
California
$9.46K
BTI
203
Blue Trust Inc
Georgia
$9K
HFS
204
Hantz Financial Services
Michigan
$8K +$7.21K +1,050 New
WPWM
205
Western Pacific Wealth Management
Illinois
$7.28K
CWA
206
Carolina Wealth Advisors
South Carolina
$6.92K +$6.52K +950 New
Caisse de Depot et Placement du Quebec (CDPQ)
207
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.86K -$446K -65,034 -99%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$6K -$2.07K -302 -26%
Wells Fargo
209
Wells Fargo
California
$5.91K -$108K -15,757 -95%
CIM
210
Contravisory Investment Management
Massachusetts
$5.46K +$5.15K +750 New
TAM
211
Tucker Asset Management
Colorado
$4.94K +$4.66K +679 New
GWS
212
Glassman Wealth Services
Virginia
$4.21K -$1.76K -257 -31%
CSB
213
City State Bank
Iowa
$4K
HPC
214
HM Payson & Co
Maine
$3.73K
BWA
215
BDO Wealth Advisors
Florida
$3.64K
AF
216
Allworth Financial
California
$3.53K
BFA
217
BBJS Financial Advisors
Washington
$2.91K -$1.37K -200 -33%
CFD
218
Creative Financial Designs
Indiana
$2.91K
GFPC
219
Global Financial Private Client
Florida
$2.53K
TWC
220
TD Waterhouse Canada
Ontario, Canada
$2.17K -$1.72K -250 -45%
TFGT
221
TS Financial Group (TSFG)
Illinois
$2K
HF
222
Halpern Financial
Virginia
$1.82K
IFAM
223
Institutional & Family Asset Management
Colorado
$1.2K
BAM
224
Belpointe Asset Management
Nevada
$1.19K
BCV
225
Banque Cantonale Vaudoise
Switzerland
$1K