Tuya Inc
TUYA
61 hedge funds and large institutions have $380M invested in Tuya Inc in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
36% more funds holding
Funds holding: 45 → 61 (+16)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.34% less ownership
Funds ownership: 11.49% → 10.14% (-1.3%)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
68% less capital invested
Capital invested by funds: $1.18B → $380M (-$799M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$30.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$29.1M |
| 3 |
FC
Franchise Capital
Grand Cayman,
Cayman Islands
|
+$16.2M |
| 4 |
PAM
Pinpoint Asset Management
Hong Kong
|
+$15.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
-$80.6M |
| 2 |
JP Morgan Chase
New York
|
-$55.2M |
| 3 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$33.4M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$24.5M |
| 5 |
RAA
RWC Asset Advisors
Miami,
Florida
|
-$18M |
TUYA Hedge Fund Activity: Q3 2021 in Review
61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tuya Inc (TUYA) for Q3 2021, worth a combined $380M — down 68% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new TUYA positions and 8 closed out — a net gain of 18 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Carmignac Gestion, adding an estimated $30.4M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $80.6M sold.
- 61 institutional investors held Tuya Inc (TUYA) as of Q3 2021, up from 45 in Q2 2021.
- Funds reported $380M of Tuya Inc stock for Q3 2021, down 68% quarter-over-quarter.
- 26 funds opened new Tuya Inc positions in Q3 2021 and 8 closed out, a net change of +18 holders.
- The largest Tuya Inc buyer in Q3 2021 was Carmignac Gestion, an estimated $30.4M added.
- The largest Tuya Inc seller in Q3 2021 was D1 Capital Partners, an estimated $80.6M sold.
Based on aggregated 13F filings for Q3 2021.