As of October 21, nearly 180 listed companies have disclosed their quarterly reports, and the trend of institutional positions represented by public offering funds, social security funds and qualified foreign institutional investors (QFII) has surfaced. Data show that high-performing stocks in hot industries such as science and technology and pharmaceuticals are still the goal of all kinds of institutions.
Public offering funds appear in 81 shares
By the end of the third quarter, public offering funds appeared on the list of the top 10 tradable shareholders of 81 stocks, with 63 holdings reduced and 18 increased.
From the perspective of the number of participating public offering funds, the number of stocks held by 3 or more funds reached 39 at the end of the third quarter. Among them, the number of funds appearing on the list of shareholders of Shanhe Pharmaceutical Store is the largest, with a total of 7; the number of funds holding investment surplus, Ziguang national emblem, Beimo Hi-Tech, Yaguang Technology and Aixu shares is 6, and the number of funds for heavy Karen shares, Feng Shang Culture, Jingfang Technology and Pumen Technology is 5.
In addition, Changxin Technology, Sannuo Biology, Jianfan Biology, Tiantie shares, Jinlang Technology, Jianmin Group, Chifeng Gold, Jianlong Weiner, Huarun Micro, Sanhua Intelligence Control, Black Cat shares, Shunluo Electronics, Shengnong Development, Tianqi Lithium Industry, Jingyan Technology, Jianyou shares are held by a number of funds.
In terms of shareholding market value, Ziguang Guowei ranks first, with a combined market value of 5.655 billion yuan held by six funds, including Huaxia Guozheng semiconductor chip ETF, Cathay Pacific CES semiconductor chip ETF, Guolian an Zhong Zheng all-refers semiconductor products and equipment ETF, Yi Fangda national defense industry, BoCom Schroeder economic new power, BoCom Schroeder new growth, etc. Zijin Mining Group followed by Xingquan trend Investment and Xingxin Horizon with a combined market value of 3.78 billion yuan, of which Xingquan trend increased its holdings by more than 5 million shares in the third quarter, while Xingxin Horizon reduced its holdings by more than 165 million shares. the combination of Social Security 114and Social Security 103is new in the third quarter. Zhifei biology is the third, Fuguo Tianhui selected growth and investment card biomedical index combined with a total holding market value of 2.986 billion yuan, it is worth mentioning that the two funds are new in the third quarter.
In addition, the total market capitalization of funds such as Jianfan Biology, Sannuo Biology, Jingfang Technology, Sanhua Intelligence Control, Investment Promotion surplus, Huahai Pharmaceutical Industry, Beimo Hi-Tech, Watson Biology, Jianyou shares, and Shengnong Development are all above 1 billion.
Institutional Tuen Tuan Medical Technology Unit
Among the stocks held by the fund, there are only a number of social security portfolios and QFII and other institutions.
For example, in addition to being held by Yi Fangda Xinxing growth, BoCom Schroeder Alpha Core and BoCom Schroeder New Life Power, Sanhua Intelligence Control also has a combination of Social Security 111and Social Security 403 among the top 10 tradable shareholders, as well as the QFII Abu Dhabi Investment Agency. Among them, three funds, the combination of Social Security 111and Lukutong all reduced their holdings in the third quarter, while the combination of Social Security 403, Central Huijin and QFII Abu Dhabi Investment Authority were new in the third quarter.
In addition to being held by Cathay Pacific Juxin value advantage, CEIBS era Vanguard, Guotai Xinrui heavy position, it is also held by Social Security 118 combination, Social Security 401 combination and Land share heavy position, among which, Social Security 118 combination, Cathay Pacific Juxin value advantage, Guotai Xinrui are all new in the third quarter, CEIBS era Vanguard has increased its position, and Social Security 401 combination has reduced its position.
In addition to being held by CEIBS Healthcare, Guangfa Healthcare and Guangfa for steady growth, Shandong Pharmaceutical Bo has also seen the combination of Social Security 406 and Social Security 404, as well as QFII and Lukutong among the top 10 tradable shareholders. Among them, the steady growth of Social Security 406 and Guangfa entered in the third quarter, while CEIBS Medical and Health, Guangfa Healthcare and QFII all reduced their holdings.
In addition, Shunluo Electronics, Shengnong Development, Beimo Hi-Tech, Changxin Technology, Yaguang Technology, Chifeng Gold, Jianyou shares, Huarun Weiwei, etc. in addition to being heavily held by the fund, social security has also appeared among the top ten circulating shareholders.
It is worth mentioning that the stocks held by all kinds of institutions are mostly concentrated in the science and technology and pharmaceutical sectors, among which there are many stocks that handed in beautiful answers in the third quarter. For example, the net profit of Shunluo Electronics in the third quarter was 407 million yuan, an increase of 37.03% over the same period last year, and the operating income was 2.455 billion yuan, an increase of 27.11% over the same period last year. The net profit of Jianyou shares in the third quarter was 613 million yuan, an increase of 36.69% over the same period last year, and the operating income was 2.158 billion yuan, an increase of 18.08% over the same period last year.