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SOHU

Sohu.com

115 hedge funds and large institutions have $1.42B invested in Sohu.com in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

25% more funds holding

Funds holding: 92115 (+23)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

5% more capital invested

Capital invested by funds: $1.35B → $1.42B (+$65.7M)

16% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $42M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
115
Holders Change
+23
Holders Change %
+25%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
40
Increased
35
Reduced
28
Closed
17
Calls
$35.2M
Puts
$42M
Net Calls
-$6.76M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OH
1
Orbis Holdings
Bermuda
$396M -$47.2M -728,939 -10%
Macquarie Group
2
Macquarie Group
Australia
$180M +$2.01M +31,040 +1%
HIM
3
Hillhouse Investment Management
Cayman Islands
$97.5M
CAM
4
Coronation Asset Management
South Africa
$94M -$83.3M -1,285,476 -45%
Renaissance Technologies
5
Renaissance Technologies
New York
$65.3M +$47.3M +730,200 +195%
Deutsche Bank
6
Deutsche Bank
Germany
$51.2M +$20.9M +322,208 +59%
PIM
7
Platinum Investment Management
Australia
$43.2M -$7.5M -115,727 -14%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$33.6M +$23M +354,698 +165%
DCM
9
Discovery Capital Management
Connecticut
$33.6M +$36.9M +569,074 New
Morgan Stanley
10
Morgan Stanley
New York
$31.8M +$5.74M +88,564 +20%
CIM
11
Contrarius Investment Management
Jersey
$29.9M -$43.9M -677,939 -57%
FI
12
Fosun International
China
$27.6M +$5.94M +91,654 +24%
Two Sigma Investments
13
Two Sigma Investments
New York
$27.4M +$20.4M +315,018 +212%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$24.1M +$26.4M +407,080 New
Two Sigma Advisers
15
Two Sigma Advisers
New York
$19.5M +$15.8M +243,200 +278%
Millennium Management
16
Millennium Management
New York
$19.2M +$20.2M +311,038 +2,113%
RFC
17
Russell Frank Company
Washington
$18.3M +$4.62M +71,235 +30%
Bank of America
18
Bank of America
North Carolina
$17.4M +$3.89K +60 +0%
Franklin Resources
19
Franklin Resources
California
$15.6M -$2.43M -37,500 -12%
Norges Bank
20
Norges Bank
Norway
$12.9M -$9.32M -143,875 -40%
SI
21
Sensato Investors
California
$11.8M +$2.37M +36,575 +22%
BIM
22
Bogle Investment Management
Massachusetts
$11.5M +$11.8M +181,905 +1,489%
Citadel Advisors
23
Citadel Advisors
Florida
$10.7M -$5.89M -90,832 -33%
Invesco
24
Invesco
Georgia
$10.5M -$911K -14,062 -7%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$10.1M +$11.1M +171,770 New

SOHU Hedge Fund Activity: Q2 2015 in Review

115 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q2 2015, worth a combined $1.42B — up 4.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SOHU positions and 17 closed out — a net gain of 23 holders — while 35 added to existing stakes and 28 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $47.3M. The largest seller was Coronation Asset Management, cutting an estimated $83.3M.

  • 115 institutional investors held Sohu.com (SOHU) as of Q2 2015, up from 92 in Q1 2015.
  • Funds reported $1.42B of Sohu.com stock for Q2 2015, up 4.8% quarter-over-quarter.
  • 40 funds opened new Sohu.com positions in Q2 2015 and 17 closed out, a net change of +23 holders.
  • The largest Sohu.com buyer in Q2 2015 was Renaissance Technologies, an estimated $47.3M added.
  • The largest Sohu.com seller in Q2 2015 was Coronation Asset Management, an estimated $83.3M sold.

Based on aggregated 13F filings for Q2 2015.