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WDH

Waterdrop

18 hedge funds and large institutions have $7.31M invested in Waterdrop in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.04% less ownership

Funds ownership: 0.25%0.21% (-0.04%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less capital invested

Capital invested by funds: $16M → $7.31M (-$8.66M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
2
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.68M -$230K -139,552 -4%
OPL
2
Orland Properties Ltd
British Virgin Islands
$2.59M
Marshall Wace
3
Marshall Wace
United Kingdom
$240K +$342K +206,893 New
Invesco
4
Invesco
Georgia
$147K -$1.11M -671,782 -84%
SCM
5
Somerset Capital Management
United Kingdom
$141K
State Street
6
State Street
Massachusetts
$122K -$52.5K -31,800 -23%
RhumbLine Advisers
7
RhumbLine Advisers
Massachusetts
$113K +$29.5K +17,855 +23%
Millennium Management
8
Millennium Management
New York
$62.2K +$88.6K +53,654 New
RC
9
RBF Capital
California
$41.2K
HF
10
HRT Financial
New York
$40K +$58K +35,119 New
Mariner
11
Mariner
Kansas
$36.5K -$64.7K -39,151 -55%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$29.3K +$41.7K +25,268 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$25.7K +$36.6K +22,169 New
PCM
14
Penserra Capital Management
California
$23K +$14.3K +8,636 +77%
TRCT
15
Tower Research Capital (TRC)
New York
$14.8K +$21K +12,726 New
JP Morgan Chase
16
JP Morgan Chase
New York
$4.99K -$261 -158 -4%
UBS Group
17
UBS Group
Switzerland
$1.69K +$2.41K +1,458 New
FHA
18
First Horizon Advisors
Tennessee
$290
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
-$967K -467,534 Closed
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
-$316K -152,150 Closed
GCP
21
GSA Capital Partners
United Kingdom
-$234K -112,274 Closed
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
-$196K -94,319 Closed
VF
23
Virtu Financial
New York
-$45K -21,457 Closed
TSS
24
Two Sigma Securities
New York
-$33.5K -16,099 Closed
SEI Investments
25
SEI Investments
Pennsylvania
-$30K -14,414 Closed

WDH Hedge Fund Activity: Q3 2023 in Review

18 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Waterdrop (WDH) for Q3 2023, worth a combined $7.31M — down 54% from $16M a quarter earlier.

Fund positioning in WDH was balanced in Q3 2023: 7 funds opened new positions, 7 closed out, 2 added to existing stakes and 5 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $342K. The largest seller was Invesco, cutting an estimated $1.11M.

  • 18 institutional investors held Waterdrop (WDH) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $7.31M of Waterdrop stock for Q3 2023, down 54% quarter-over-quarter.
  • 7 funds opened new Waterdrop positions in Q3 2023 and 7 closed out, a net change of 0 holders.
  • The largest Waterdrop buyer in Q3 2023 was Marshall Wace, an estimated $342K added.
  • The largest Waterdrop seller in Q3 2023 was Invesco, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2023.