Danshui spring investment new Zhongmu Co., Ltd., Huayu software
Exit Shengyi technology and other companies
Zhao Jun, the head of Danshui spring investment, who specializes in reverse investment, still made a positive layout in the third quarter of this year. The private funds under his management appeared in the top ten circulating shareholders list of 13 listed companies, with a total market value of 2.378 billion yuan.
Specifically, in the third quarter, Danshui spring added two new stocks, i.e. Zhongmu stock and Huayu software, and increased its holdings in Sanhuan group. Meanwhile, it kept its shares unchanged in Wuyi, China Merchants ship, crystal optoelectronics, Qiming star, Puyang Huicheng, mengbaihe and goer stock.
Gao Yi, Deng Xiaofeng, enters Zijin Mining and exits Ping An Bank
Feng Lius Stock Exchange
Gao Yi asset, which has gathered a number of investment experts, was relatively active in the third quarter of this year. The products managed by Deng Xiaofeng, chief investment officer of Gao Yi, appear in the top ten circulating shareholders list of eight listed companies, with a total market value of 3.122 billion yuan.
It is worth noting that Deng Xiaofeng entered Zijin Mining in the third quarter, holding 308584500 shares in total for two products, with a market value of 1.009 billion yuan, which shows his favor for the stock; at the same time, he also entered Wandong Medical, with two products holding 17678400 shares; he increased his holding of Chengde Lulu, and continued to hold Hongfa shares, Hesheng silicon, Haizheng pharmaceutical, etc.
However, the products managed by Deng Xiaofeng reduced their holdings in foster, Guangwei composite, etc., and withdrew from the top ten companies such as Sanhuan group, Ping An Bank, Zhonghuan Co., Ltd.
Specifically, Fengliu has entered Zhongqi Co., Ltd., Changchang logistics, Xinwangda, Wanxing technology, Sanqi mutual entertainment, Lear chemical, Jixiang aviation, Hangzhou fork group and sincerity pharmaceutical industry, and increased its holdings in Chenxin pharmaceutical, Daimei Co., Ltd., Lizhu group, Longping hi tech, etc. However, it reduced its holdings in Sofia, Lingrui pharmaceutical, Kangyuan pharmaceutical, Jinyu medicine, Hexing packaging, hailide, state inspection group, Guangri, etc., and withdrew from the top ten circulating shareholders of Xinhua medical, China Science and technology communication, precision forging technology, Ma Yinglong, Weixing, etc.
In the third quarter of this year, Gao yiqingrui No. 6 Ruihang fund, managed by sun Qingrui, general manager of Gao Yi assets, also appeared in the list of shareholders of two listed companies, including OPEC and Beida pharmaceutical, holding 2.6916 million shares and 2.1503 million shares respectively.
In the third quarter of this year, there were only three listed companies, with a total market value of 250 million yuan. Specifically, Yunfeng securities investment trust slightly reduced its holdings of Sanju environmental protection, and still held 36.3175 million shares; Yunfeng No. 6 Securities Investment Trust held 2.2 million shares and 900000 shares of yilianzhong and Jiangsu Sopu, respectively.
Chongyang investment, run by private equity tycoon Qiu guogen, is the representative of value investment in the industry. It didnt do much in the third quarter of this year, and still firmly holds a promising company. At present, Chongyang investment is among the top ten circulating shareholders of five listed companies, with a total market value of 6.716 billion yuan.
Specifically, Chongyang investment has maintained its shareholding in Yanjing Beer, XinHeCheng, Shanghai Jiahua, Guodian Nanrui, etc., but a single fund has withdrawn from the list of the top ten circulating shareholders of SDIC power.
In recent years, Xingshi investment, which is under the control of Jianghui, has been actively optimistic about science and technology growth stocks. In the third quarter of this year, its Haitong Haihui series Xingshi No.1 appeared among the top ten circulating shareholders of four listed companies, with a total market value of 320 million yuan. Specifically, Xingshi investment has entered the Electric Power Research Institute, Tianfu communication and mobile telecommunication, and still holds Huahai pharmaceutical industry.
Multiple 10 billion private placements
Some institutions capture bull stocks
In the third quarter of this year, there are also a lot of layout actions of 10 billion private equity giants, such as emerging 10 billion private Panjing investment, which appears in the list of shareholders of three listed companies, namely Puli pharmaceutical, Zhuosheng micro, Beijing urban and rural, with a total stock market value of 582 million yuan. It is worth noting that Zhuosheng micros share price is rising rapidly this year.
Baoyin investment newly entered Tangshen Beijian and pelaiya, holding 7.8363 million shares and 1.5564 million shares respectively; Kaifeng investment two products newly entered Shengnong development, holding 11.3304 million shares in total, but withdrawing from the top ten hang Yang shares; Jinglin asset increased its position in Dahua shares, reducing its position in fuanna; yuanlesheng asset held no change in abison and Baolong technology; Dunhe asset reduced its position in powerful new materials; Shibei investment continues to hold Kaishan shares.
Source: editor in charge of China Fund News: Yang bin_nf4368