Sohu.com
SOHU
84 hedge funds and large institutions have $233M invested in Sohu.com in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
20% more call options, than puts
Call options by funds: $4.36M | Put options by funds: $3.64M
5% more funds holding
Funds holding: 80 → 84 (+4)
3% more capital invested
Capital invested by funds: $225M → $233M (+$7.52M)
3.44% less ownership
Funds ownership: 56.57% → 53.13% (-3.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$3.24M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.33M |
| 3 |
Two Sigma Investments
New York
|
+$2.14M |
| 4 |
D.E. Shaw & Co
New York
|
+$2.05M |
| 5 |
BlackRock
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$17.3M |
| 2 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
|
-$3.92M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$3.75M |
| 4 |
FI
Fosun International
Hong Kong,
China
|
-$3.18M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.46M |
SOHU Hedge Fund Activity: Q4 2019 in Review
84 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q4 2019, worth a combined $233M — up 3.3% from $225M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SOHU positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 20 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $3.24M. The largest seller was Public Sector Pension Investment Board (PSP Investments), exiting entirely with an estimated $17.3M sold.
- 84 institutional investors held Sohu.com (SOHU) as of Q4 2019, up from 80 in Q3 2019.
- Funds reported $233M of Sohu.com stock for Q4 2019, up 3.3% quarter-over-quarter.
- 13 funds opened new Sohu.com positions in Q4 2019 and 8 closed out, a net change of +5 holders.
- The largest Sohu.com buyer in Q4 2019 was Renaissance Technologies, an estimated $3.24M added.
- The largest Sohu.com seller in Q4 2019 was Public Sector Pension Investment Board (PSP Investments), an estimated $17.3M sold.
Based on aggregated 13F filings for Q4 2019.