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Full Truck Alliance

67 hedge funds and large institutions have $1.8B invested in Full Truck Alliance in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+67
Holders Change %
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
67
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$456M +$2.78B +141,301,432 New
Invesco
2
Invesco
Georgia
$346M +$333M +16,957,508 New
Fidelity International
3
Fidelity International
Bermuda
$165M +$160M +8,117,146 New
Alkeon Capital Management
4
Alkeon Capital Management
New York
$133M +$128M +6,523,060 New
WRCM
5
Whale Rock Capital Management
Massachusetts
$107M +$103M +5,233,418 New
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$87.9M +$84.8M +4,313,348 New
JP Morgan Chase
7
JP Morgan Chase
New York
$57.9M +$55.8M +2,840,000 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$50.7M +$48.9M +2,488,667 New
CI Investments Inc
9
CI Investments Inc
Ontario, Canada
$48.5M +$46.8M +2,379,017 New
Goldman Sachs
10
Goldman Sachs
New York
$39.9M +$38.5M +1,957,935 New
AIM
11
Anatole Investment Management
Hong Kong
$32.9M +$31.7M +1,613,553 New
DCP
12
Darsana Capital Partners
New York
$30.6M +$29.5M +1,500,000 New
Norges Bank
13
Norges Bank
Norway
$26.5M +$25.6M +1,300,000 New
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$24.9M +$24M +1,222,841 New
CG
15
Carmignac Gestion
France
$21.3M +$20.8M +1,058,381 New
MWNA
16
Marshall Wace North America
New York
$18.3M +$17.7M +899,730 New
FCM
17
Farallon Capital Management
California
$15.5M +$15M +760,749 New
WAM
18
WT Asset Management
Hong Kong
$13.9M +$13.4M +682,800 New
MCPPUI
19
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$12.9M +$12.4M +630,697 New
GCM
20
Ghisallo Capital Management
Massachusetts
$11.2M +$10.8M +550,000 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2M +$9.82M +499,543 New
Millennium Management
22
Millennium Management
New York
$9.74M +$9.39M +477,755 New
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.13M +$6.88M +350,000 New
HF
24
HRT Financial
New York
$7.04M +$6.79M +345,508 New
PCM
25
Pinz Capital Management
New York
$6.19M +$5.97M +303,800 New

YMM Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Full Truck Alliance (YMM) for Q2 2021, worth a combined $1.8B.

Buyers outnumbered sellers: 67 funds opened new YMM positions and 0 closed out — a net gain of 67 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $2.78B.

  • 67 institutional investors held Full Truck Alliance (YMM) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $1.8B of Full Truck Alliance stock for Q2 2021.
  • 67 funds opened new Full Truck Alliance positions in Q2 2021 and 0 closed out, a net change of +67 holders.
  • The largest Full Truck Alliance buyer in Q2 2021 was Baillie Gifford & Co, an estimated $2.78B added.

Based on aggregated 13F filings for Q2 2021.