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WDH

Waterdrop

17 hedge funds and large institutions have $9.41M invested in Waterdrop in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $7.31M → $9.41M (+$2.1M)

0.09% more ownership

Funds ownership: 0.21%0.3% (+0.09%)

6% less funds holding

Funds holding: 1817 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.55M +$3.47M +3,121,186 +98%
OPL
2
Orland Properties Ltd
British Virgin Islands
$2.32M
Invesco
3
Invesco
Georgia
$118K -$14.2K -12,745 -10%
State Street
4
State Street
Massachusetts
$111K +$1.63K +1,466 +1%
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$90K -$11.8K -10,635 -11%
RC
6
RBF Capital
California
$36.9K
TSS
7
Two Sigma Securities
New York
$33.6K +$35.9K +32,279 New
VF
8
Virtu Financial
New York
$33K +$35.9K +32,204 New
PCM
9
Penserra Capital Management
California
$30K +$10.2K +9,196 +46%
Renaissance Technologies
10
Renaissance Technologies
New York
$27K +$29.2K +26,200 New
Mariner
11
Mariner
Kansas
$21.7K -$11.9K -10,678 -34%
Marshall Wace
12
Marshall Wace
United Kingdom
$20.2K -$209K -187,446 -91%
Millennium Management
13
Millennium Management
New York
$10.5K -$48.5K -43,600 -81%
TRCT
14
Tower Research Capital (TRC)
New York
$9.71K -$3.77K -3,390 -27%
JP Morgan Chase
15
JP Morgan Chase
New York
$3.67K -$861 -773 -18%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$669 -$27.4K -24,625 -97%
FHA
17
First Horizon Advisors
Tennessee
$260
SCM
18
Somerset Capital Management
United Kingdom
-$141K -121,700 Closed
HF
19
HRT Financial
New York
-$40K -35,119 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$25.7K -22,169 Closed
UBS Group
21
UBS Group
Switzerland
-$1.69K -1,458 Closed

WDH Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Waterdrop (WDH) for Q4 2023, worth a combined $9.41M — up 29% from $7.31M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WDH and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.

The largest buyer was Morgan Stanley, adding an estimated $3.47M. The largest seller was Marshall Wace, cutting an estimated $209K.

  • 17 institutional investors held Waterdrop (WDH) as of Q4 2023, down from 18 in Q3 2023.
  • Funds reported $9.41M of Waterdrop stock for Q4 2023, up 29% quarter-over-quarter.
  • 3 funds opened new Waterdrop positions in Q4 2023 and 4 closed out, a net change of -1 holder.
  • The largest Waterdrop buyer in Q4 2023 was Morgan Stanley, an estimated $3.47M added.
  • The largest Waterdrop seller in Q4 2023 was Marshall Wace, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2023.