Tuya Inc
TUYA
55 hedge funds and large institutions have $318M invested in Tuya Inc in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 20 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
2.01% more ownership
Funds ownership: 10.14% → 12.15% (+2%)
0% more call options, than puts
Call options by funds: $1K | Put options by funds: $1K
10% less funds holding
Funds holding: 61 → 55 (-6)
16% less capital invested
Capital invested by funds: $380M → $318M (-$61.4M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.5M |
| 2 |
Goldman Sachs
New York
|
+$28.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$9.21M |
| 4 |
KC
Kadensa Capital
Central,
Hong Kong
|
+$6.01M |
| 5 |
Morgan Stanley
New York
|
+$6.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$25.9M |
| 2 |
Tiger Global Management
New York
|
-$25.9M |
| 3 |
PAM
Pinpoint Asset Management
Hong Kong
|
-$8.76M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.33M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.09M |
TUYA Hedge Fund Activity: Q4 2021 in Review
55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Tuya Inc (TUYA) for Q4 2021, worth a combined $318M — down 16% from $380M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of TUYA and 15 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 20 added.
The largest buyer was Vanguard Group, adding an estimated $40.5M. The largest seller was Dragoneer Investment Group, exiting entirely with an estimated $25.9M sold.
- 55 institutional investors held Tuya Inc (TUYA) as of Q4 2021, down from 61 in Q3 2021.
- Funds reported $318M of Tuya Inc stock for Q4 2021, down 16% quarter-over-quarter.
- 15 funds opened new Tuya Inc positions in Q4 2021 and 20 closed out, a net change of -5 holders.
- The largest Tuya Inc buyer in Q4 2021 was Vanguard Group, an estimated $40.5M added.
- The largest Tuya Inc seller in Q4 2021 was Dragoneer Investment Group, an estimated $25.9M sold.
Based on aggregated 13F filings for Q4 2021.