Youdao (DAO)

• Market cap: $916M
• 1 day: 0.39%
• 5 days: 0.79%
• 1 month: -12.95%
• 3 months: 7.43%
• 6 months: 77.31%
• Year to date: 7.43%
• 1 year: 84.58%
• 5 years: -63.00%
• 10 years: -38.72%
• Sector: Consumer Discretionary
• Industry: Educational Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

256% more call options, than puts

Call options by funds: $613K | Put options by funds: $172K

75% more capital invested

Capital invested by funds: $59.1M [Q3] → $104M (+$44.4M) [Q4]

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more funds holding

Funds holding: 28 [Q3] → 30 (+2) [Q4]

0.8% less ownership

Funds ownership: 45.62% [Q3] → 44.82% (-0.8%) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]