Zhihu
45 hedge funds and large institutions have $170M invested in Zhihu in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 20 closing their positions.
462% more call options, than puts
Call options by funds: $3.18M | Put options by funds: $566K
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0.43% more ownership
Funds ownership: 4.06% → 4.48% (+0.43%)
26% less funds holding
Funds holding: 61 → 45 (-16)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
52% less capital invested
Capital invested by funds: $354M → $170M (-$184M)
75% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 20
Top Buyers
| 1 |
YCM
Yiheng Capital Management
San Francisco,
California
|
+$52.7M |
| 2 |
Morgan Stanley
New York
|
+$26.1M |
| 3 |
Goldman Sachs
New York
|
+$11.7M |
| 4 |
CTEF
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
|
+$10.7M |
| 5 |
KFA
Krane Funds Advisors
New York
|
+$8.81M |
Top Sellers
| 1 |
AIM
Anatole Investment Management
Central,
Hong Kong
|
-$77.3M |
| 2 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$14.8M |
| 3 |
LCG
Luxor Capital Group
New York
|
-$11.2M |
| 4 |
CPIM
Coalescence Partners Investment Management
New York
|
-$4.13M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.05M |
ZH Hedge Fund Activity: Q1 2022 in Review
45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zhihu (ZH) for Q1 2022, worth a combined $170M — down 52% from $354M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ZH and 5 opened new positions — a net loss of 15 holders — while 16 trimmed existing stakes and 17 added.
The largest buyer was Yiheng Capital Management, adding an estimated $52.7M. The largest seller was Anatole Investment Management, exiting entirely with an estimated $77.3M sold.
- 45 institutional investors held Zhihu (ZH) as of Q1 2022, down from 61 in Q4 2021.
- Funds reported $170M of Zhihu stock for Q1 2022, down 52% quarter-over-quarter.
- 5 funds opened new Zhihu positions in Q1 2022 and 20 closed out, a net change of -15 holders.
- The largest Zhihu buyer in Q1 2022 was Yiheng Capital Management, an estimated $52.7M added.
- The largest Zhihu seller in Q1 2022 was Anatole Investment Management, an estimated $77.3M sold.
Based on aggregated 13F filings for Q1 2022.