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SOHU

Sohu.com

115 hedge funds and large institutions have $1.38B invested in Sohu.com in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

75% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 20

43% more capital invested

Capital invested by funds: $964M → $1.38B (+$419M)

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

14% more funds holding

Funds holding: 101115 (+14)

1% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $33.9M

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
3.02%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.18%
New
35
Increased
37
Reduced
29
Closed
20
Calls
$33.7M
Puts
$33.9M
Net Calls
-$261K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
OH
1
Orbis Holdings
Bermuda
$376M -$16.9M -333,803 -5%
Macquarie Group
2
Macquarie Group
Australia
$179M +$7.66M +151,489 +5%
HIM
3
Hillhouse Investment Management
Cayman Islands
$94.4M
CAM
4
Coronation Asset Management
South Africa
$72.6M -$25M -494,719 -28%
Renaissance Technologies
5
Renaissance Technologies
New York
$70.2M +$14.4M +284,807 +30%
BIT
6
BlackRock Institutional Trust
California
$47.7M +$20.6M +407,362 +95%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$34.3M +$22.9M +452,901 +309%
Deutsche Bank
8
Deutsche Bank
Germany
$33.6M +$1.45M +28,681 +5%
SI
9
Sensato Investors
California
$30.8M +$11.2M +222,100 +70%
Morgan Stanley
10
Morgan Stanley
New York
$29M +$6.53M +129,148 +34%
FI
11
Fosun International
China
$26.7M
Invesco
12
Invesco
Georgia
$22.5M +$1.42M +28,154 +8%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$20.1M +$17.7M +350,754 New
Two Sigma Investments
14
Two Sigma Investments
New York
$19.6M -$2.63M -52,029 -13%
Bank of America
15
Bank of America
North Carolina
$17.9M +$231K +4,574 +1%
CIM
16
Contrarius Investment Management
Jersey
$17.8M -$4.43M -87,589 -22%
RFC
17
Russell Frank Company
Washington
$17.4M +$1.92M +37,880 +14%
Citigroup
18
Citigroup
New York
$16.4M -$2.26M -44,752 -14%
Goldman Sachs
19
Goldman Sachs
New York
$15.6M -$16.3M -322,908 -54%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$14.8M -$2.64M -52,100 -17%
UBS Group
21
UBS Group
Switzerland
$13.6M -$4.13M -81,559 -26%
BIM
22
Bogle Investment Management
Massachusetts
$12.9M -$3.13M -61,882 -22%
Norges Bank
23
Norges Bank
Norway
$12.5M
Millennium Management
24
Millennium Management
New York
$12M +$376K +7,423 +4%
BlackRock
25
BlackRock
New York
$11.1M +$7.59M +150,083 +341%

SOHU Hedge Fund Activity: Q4 2015 in Review

115 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sohu.com (SOHU) for Q4 2015, worth a combined $1.38B — up 43% from $964M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SOHU positions and 20 closed out — a net gain of 15 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $22.9M. The largest seller was Coronation Asset Management, cutting an estimated $25M.

  • 115 institutional investors held Sohu.com (SOHU) as of Q4 2015, up from 101 in Q3 2015.
  • Funds reported $1.38B of Sohu.com stock for Q4 2015, up 43% quarter-over-quarter.
  • 35 funds opened new Sohu.com positions in Q4 2015 and 20 closed out, a net change of +15 holders.
  • The largest Sohu.com buyer in Q4 2015 was HSBC Holdings, an estimated $22.9M added.
  • The largest Sohu.com seller in Q4 2015 was Coronation Asset Management, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2015.