Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Joyy Inc (JOYY)

190 + Investors. Track Smart Money conviction in JOYY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — JOYY

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JOYY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
193 hedge funds hold JOYY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

85 buying104 selling
Last quarter: 104 funds reduced or exited vs 85 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 37 → 34 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
110 out of 193 hedge funds have held JOYY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

35 → 32 → 37 → 34 → 20 new funds/Q
New funds entering each quarter: 32 → 37 → 34 → 20. JOYY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 198 holders: 134 (68%) are 2+ year veterans, 21 entered 1–2 years ago, and 43 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
50 of 191 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in JOYY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JOYY

In 2026 Q2, 85 hedge funds were net buyers of JOYY (20 opened a new position, 65 added to an existing one), while 104 reduced or exited (75 trimmed, 29 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 44% of total institutional value in JOYY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 193.

Hedge Fund Ownership: JOYY

How many hedge funds hold JOYY — quarterly history vs. share price
Quarterly hedge fund ownership of JOYY vs. share price

Market Analysis: JOYY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JOYY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JOYY
190 + Investors

Track Smart Money conviction in JOYY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 190 202 -5.94%
13F Shares 20M 22M -6.51%
Total Value $1.16B $1.11B 4.03%
New Positions 20 34 -14
Increased Positions 62 76 -14
Closed Positions 30 26 +4
Reduced Positions 74 61 +13
Total Calls 4 6 -33.33%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 0.67 Neutral

Statistics: JOYY

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Institutional Holders (2026 Q2)

190 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JOYY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JOYY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MY.Alpha Management HK Advisors Ltd 15.18% 597,162 $39.4M
2 Whitefort Capital Management, LP 8.54% 524,944 $34.6M
3 OPTIMAS CAPITAL Ltd 2.55% 37,500 $2.5M
4 Krane Funds Advisors LLC 2.53% 1,081,062 $71.3M
5 Broad Peak Investment Advisers Pte Ltd 2.51% 207,000 $13.7M
6 BRIGHT VALLEY CAPITAL Ltd 2.09% 198,000 $13.1M
7 Yiheng Capital Management, L.P. 1.94% 85,583 $5.6M
8 Sunstone Asset Management, LP 1.34% 18,705 $1.2M
9 Pinpoint Asset Management (Singapore) Pte. Ltd. 1.20% 89,467 $5.9M
10 Ariose Capital Management Ltd 0.60% 21,338 $1.4M
11 Sone Capital Management, LLC 0.30% 59,149 $3.9M
12 E Fund Management Co., Ltd. 0.22% 146,636 $9.7M
13 North of South Capital LLP 0.19% 39,681 $2.6M
14 IvyRock Asset Management (HK) Ltd 0.19% 5,000 $330K
15 Crossmark Global Holdings, Inc. 0.18% 209,870 $13.8M
16 Capitolis Liquid Global Markets LLC 0.17% 590,500 $39.0M
17 Moody Aldrich Partners LLC 0.13% 11,263 $743K
18 Vann Equity Management LLC 0.13% 3,322 $219K
19 Maven Securities LTD 0.13% 101,039 $6.7M
20 Prudential plc 0.12% 343,157 $22.6M
21 Baron Wealth Management LLC 0.10% 5,808 $383K
22 Jupiter Asset Management Ltd 0.10% 303,099 $20.0M
23 Vision Financial Markets LLC 0.09% 1,500 $99K
24 Causeway Capital Management LLC 0.08% 109,297 $7.2M
25 Qtron Investments LLC 0.07% 7,808 $515K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Joyy Inc (JOYY)

What does the Smart Money Trend signal show for JOYY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JOYY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JOYY?

More sellers than buyers — 45% buying: Last quarter: 104 funds reduced or exited vs 85 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JOYY holders?

Elite ownership — 44% AUM from top-100 funds: 50 of 191 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in JOYY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JOYY?

57% of holders stayed for 2+ years: 110 out of 193 hedge funds have held JOYY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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