Waterdrop Ownership 2024 | Who Owns Waterdrop Now?
Institutional Ownership
1.43%
Insider Ownership
0.87%
Retail Ownership
97.71%
Institutional Holders
17.00
Waterdrop Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.86% | 0.00% | 3,185,030 | 37,300 | 1.19% | 3,599,084 | Jun 30, 2024 |
| ORLAND PROPERTIES LTD | 0.33% | 1.03% | 1,203,677 | -1,025,000 | -45.99% | 1,360,155 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.09% | 0.00% | 340,102 | 340,102 | 100.00% | 384,315 | Jun 30, 2024 |
| INVESCO LTD. | 0.03% | - | 118,315 | 118,315 | 100.00% | 133,696 | Jun 30, 2024 |
| STATE STREET CORP | 0.02% | - | 89,541 | -17,759 | -16.55% | 101,181,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.00% | 82,800 | -79,936 | -49.12% | 93,564 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.02% | 0.00% | 69,813 | -16,295 | -18.92% | 78,883 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 67,601 | 67,601 | 100.00% | 76,000 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.01% | 0.00% | 35,403 | - | - | 40,005 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.00% | 22,128 | 6,986 | 46.14% | 25,000 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 17,749 | -20,517 | -53.62% | 20,056 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.00% | 10,040 | 10,040 | 100.00% | 11,345 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 2,913 | - | - | 3,292 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 955 | -13,813 | -93.53% | 1,079 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 900 | 259 | 40.41% | 1,017 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 250 | - | - | 283 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -13,898 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -20,742 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,072 | -100.00% | - | Jun 30, 2024 |
Waterdrop's largest institutional shareholder is MORGAN STANLEY, holding 0.86% of the company's total share outstanding, currently valued at $3.60M. The top 10 institutional shareholders own together 1.41% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ORLAND PROPERTIES LTD | 0.33% | 1.03% | 1,203,677 | -1,025,000 | -45.99% | 1,360,155 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 67,601 | 67,601 | 100.00% | 76,000 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.00% | 10,040 | 10,040 | 100.00% | 11,345 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.01% | 0.00% | 35,403 | - | - | 40,005 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.00% | 22,128 | 6,986 | 46.14% | 25,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.86% | 0.00% | 3,185,030 | 37,300 | 1.19% | 3,599,084 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 17,749 | -20,517 | -53.62% | 20,056 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.09% | 0.00% | 340,102 | 340,102 | 100.00% | 384,315 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.00% | 82,800 | -79,936 | -49.12% | 93,564 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.02% | 0.00% | 69,813 | -16,295 | -18.92% | 78,883 | Jun 30, 2024 |
| INVESCO LTD. | 0.03% | - | 118,315 | 118,315 | 100.00% | 133,696 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 955 | -13,813 | -93.53% | 1,079 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 250 | - | - | 283 | Jun 30, 2024 |
| STATE STREET CORP | 0.02% | - | 89,541 | -17,759 | -16.55% | 101,181,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 900 | 259 | 40.41% | 1,017 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 2,913 | - | - | 3,292 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -13,898 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -20,742 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,072 | -100.00% | - | Jun 30, 2024 |
The largest Waterdrop shareholder by % of total assets is ORLAND PROPERTIES LTD. The company owns 1.20M shares of Waterdrop (WDH), representing 1.03% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.09% | 0.00% | 340,102 | 340,102 | 100.00% | 384,315 | Jun 30, 2024 |
| INVESCO LTD. | 0.03% | - | 118,315 | 118,315 | 100.00% | 133,696 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 67,601 | 67,601 | 100.00% | 76,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.86% | 0.00% | 3,185,030 | 37,300 | 1.19% | 3,599,084 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.00% | 10,040 | 10,040 | 100.00% | 11,345 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.00% | 22,128 | 6,986 | 46.14% | 25,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 900 | 259 | 40.41% | 1,017 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 2,913 | - | - | 3,292 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 250 | - | - | 283 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.01% | 0.00% | 35,403 | - | - | 40,005 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,072 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 955 | -13,813 | -93.53% | 1,079 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -13,898 | -100.00% | - | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.02% | 0.00% | 69,813 | -16,295 | -18.92% | 78,883 | Jun 30, 2024 |
| STATE STREET CORP | 0.02% | - | 89,541 | -17,759 | -16.55% | 101,181,000 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 17,749 | -20,517 | -53.62% | 20,056 | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -20,742 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.00% | 82,800 | -79,936 | -49.12% | 93,564 | Jun 30, 2024 |
| ORLAND PROPERTIES LTD | 0.33% | 1.03% | 1,203,677 | -1,025,000 | -45.99% | 1,360,155 | Jun 30, 2024 |
As of Jun 30 2024, Waterdrop's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 340.10K stocks of WDH, valued at $384.31K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ORLAND PROPERTIES LTD | 0.33% | 1.03% | 1,203,677 | -1,025,000 | -45.99% | 1,360,155 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.00% | 82,800 | -79,936 | -49.12% | 93,564 | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -20,742 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 17,749 | -20,517 | -53.62% | 20,056 | Jun 30, 2024 |
| STATE STREET CORP | 0.02% | - | 89,541 | -17,759 | -16.55% | 101,181,000 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.02% | 0.00% | 69,813 | -16,295 | -18.92% | 78,883 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -13,898 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 955 | -13,813 | -93.53% | 1,079 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,072 | -100.00% | - | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.01% | 0.00% | 35,403 | - | - | 40,005 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | 0.00% | - | 250 | - | - | 283 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 2,913 | - | - | 3,292 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 900 | 259 | 40.41% | 1,017 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.00% | 22,128 | 6,986 | 46.14% | 25,000 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.00% | 10,040 | 10,040 | 100.00% | 11,345 | Jun 30, 2024 |
| MORGAN STANLEY | 0.86% | 0.00% | 3,185,030 | 37,300 | 1.19% | 3,599,084 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 67,601 | 67,601 | 100.00% | 76,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.03% | - | 118,315 | 118,315 | 100.00% | 133,696 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.09% | 0.00% | 340,102 | 340,102 | 100.00% | 384,315 | Jun 30, 2024 |
As of Jun 30 2024, Waterdrop's biggest institutional seller is ORLAND PROPERTIES LTD. The company sold -1.02M shares of WDH, valued at $1.36M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GSA CAPITAL PARTNERS LLP | 0.02% | 0.01% | 67,601 | 67,601 | 100.00% | 76,000 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.00% | 10,040 | 10,040 | 100.00% | 11,345 | Jun 30, 2024 |
Waterdrop's largest new institutional shareholder by number of shares is GSA CAPITAL PARTNERS LLP, purchased 67.60K shares, valued at $76.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | - | - | - | -20,742 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -13,898 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,072 | -100.00% | - | Jun 30, 2024 |
Waterdrop's largest sold out institutional shareholder by shares sold is UBS GROUP AG, sold -20.74K shares, valued at -, as of undefined.
Waterdrop Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 105,849 | -21,192 | -16.68% | Jan 31, 2024 |
| Amplify ETF Trust | 0.00% | 29,076 | 9,196 | 46.26% | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 76,670 | - | - | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 17,237 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 11,349 | - | - | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 107,300 | 730 | 0.68% | Mar 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 10,700 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 968 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 7,350 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 8,274 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 27,573 | - | - | Feb 29, 2024 |
Waterdrop's largest mutual fund holder by % of total assets is "INVESCO EXCHANGE-TRADED FUND TRUST", owning 105.85K shares, compromising 0.00% of its total assets.
Waterdrop Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | 13.33% |
| 31 Mar, 24 | 15 | -11.76% |
| 31 Dec, 23 | 17 | -5.56% |
| 30 Sep, 23 | 18 | - |
| 30 Jun, 23 | 18 | -25.00% |
| 31 Mar, 23 | 24 | 140.00% |
| 31 Dec, 22 | 10 | 66.67% |
| 30 Sep, 22 | 6 | -40.00% |
| 30 Jun, 22 | 10 | -16.67% |
| 31 Mar, 22 | 12 | -14.29% |
| 31 Dec, 21 | 14 | -12.50% |
| 30 Sep, 21 | 16 | -27.27% |
| 30 Jun, 21 | 22 | - |
As of 30 Jun 24, 17 institutions are holding Waterdrop's shares, representing an increase of 13.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 5,274,574 | -10.38% |
| 31 Mar, 24 | 5,885,646 | -0.29% |
| 31 Dec, 23 | 5,902,747 | -6.34% |
| 30 Sep, 23 | 6,302,326 | -17.93% |
| 30 Jun, 23 | 7,679,238 | -0.16% |
| 31 Mar, 23 | 7,691,311 | 37.51% |
| 31 Dec, 22 | 5,593,135 | 2.14% |
| 30 Sep, 22 | 5,475,832 | -4.41% |
| 30 Jun, 22 | 5,728,182 | -0.88% |
| 31 Mar, 22 | 5,779,116 | -9.73% |
| 31 Dec, 21 | 6,402,061 | -10.16% |
| 30 Sep, 21 | 7,126,295 | -35.27% |
| 30 Jun, 21 | 11,009,351 | - |
Waterdrop (WDH) has 5.27M shares outstanding as of 30 Jun 24, down -10.38% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 1.43% | 56.99% |
| 31 Mar, 24 | 1.58% | 62.83% |
| 31 Dec, 23 | 1.59% | 57.55% |
| 30 Sep, 23 | 1.66% | 42.10% |
| 30 Jun, 23 | 1.99% | 50.19% |
| 31 Mar, 23 | 1.99% | 96.89% |
| 31 Dec, 22 | 1.43% | 73.31% |
| 30 Sep, 22 | 1.40% | 65.69% |
| 30 Jun, 22 | 1.46% | 67.77% |
| 31 Mar, 22 | 1.47% | 55.44% |
| 31 Dec, 21 | 1.63% | 49.75% |
| 30 Sep, 21 | 1.81% | 12.15% |
| 30 Jun, 21 | 3.86% | - |
As of 30 Jun 24, Waterdrop is held by 1.43% institutional shareholders, representing a 56.99% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 8 | 14.29% |
| 31 Mar, 24 | 7 | 40.00% |
| 31 Dec, 23 | 5 | -44.44% |
| 30 Sep, 23 | 9 | -10.00% |
| 30 Jun, 23 | 10 | -44.44% |
| 31 Mar, 23 | 18 | 80.00% |
| 31 Dec, 22 | 10 | 900.00% |
| 30 Sep, 22 | 1 | -75.00% |
| 30 Jun, 22 | 4 | - |
| 31 Mar, 22 | 4 | -42.86% |
| 31 Dec, 21 | 7 | - |
| 30 Sep, 21 | 7 | -68.18% |
| 30 Jun, 21 | 22 | - |
8 institutional shareholders have increased their position in WDH stock as of 30 Jun 24 compared to 7 in the previous quarter (a 14.29% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 6 | - |
| 31 Mar, 24 | 6 | -33.33% |
| 31 Dec, 23 | 9 | 80.00% |
| 30 Sep, 23 | 5 | -16.67% |
| 30 Jun, 23 | 6 | 50.00% |
| 31 Mar, 23 | 4 | - |
| 31 Dec, 22 | - | -100.00% |
| 30 Sep, 22 | 4 | 33.33% |
| 30 Jun, 22 | 3 | -40.00% |
| 31 Mar, 22 | 5 | 25.00% |
| 31 Dec, 21 | 4 | -33.33% |
| 30 Sep, 21 | 6 | - |
| 30 Jun, 21 | - | - |
6 institutional shareholders have reduced their position in WDH stock as of 30 Jun 24 compared to 6 in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 17 | 13.33% | 5,274,574 | -10.38% | 1.43% | 56.99% | 8 | 14.29% | 6 | - |
| 31 Mar, 24 | 15 | -11.76% | 5,885,646 | -0.29% | 1.58% | 62.83% | 7 | 40.00% | 6 | -33.33% |
| 31 Dec, 23 | 17 | -5.56% | 5,902,747 | -6.34% | 1.59% | 57.55% | 5 | -44.44% | 9 | 80.00% |
| 30 Sep, 23 | 18 | - | 6,302,326 | -17.93% | 1.66% | 42.10% | 9 | -10.00% | 5 | -16.67% |
| 30 Jun, 23 | 18 | -25.00% | 7,679,238 | -0.16% | 1.99% | 50.19% | 10 | -44.44% | 6 | 50.00% |
| 31 Mar, 23 | 24 | 140.00% | 7,691,311 | 37.51% | 1.99% | 96.89% | 18 | 80.00% | 4 | - |
| 31 Dec, 22 | 10 | 66.67% | 5,593,135 | 2.14% | 1.43% | 73.31% | 10 | 900.00% | - | -100.00% |
| 30 Sep, 22 | 6 | -40.00% | 5,475,832 | -4.41% | 1.40% | 65.69% | 1 | -75.00% | 4 | 33.33% |
| 30 Jun, 22 | 10 | -16.67% | 5,728,182 | -0.88% | 1.46% | 67.77% | 4 | - | 3 | -40.00% |
| 31 Mar, 22 | 12 | -14.29% | 5,779,116 | -9.73% | 1.47% | 55.44% | 4 | -42.86% | 5 | 25.00% |
| 31 Dec, 21 | 14 | -12.50% | 6,402,061 | -10.16% | 1.63% | 49.75% | 7 | - | 4 | -33.33% |
| 30 Sep, 21 | 16 | -27.27% | 7,126,295 | -35.27% | 1.81% | 12.15% | 7 | -68.18% | 6 | - |
| 30 Jun, 21 | 22 | - | 11,009,351 | - | 3.86% | - | 22 | - | - | - |
WDH Ownership FAQ
Who Owns Waterdrop?
Waterdrop is owned by institutional shareholders (1.43%), insiders (0.87%), and public (97.71%). The largest institutional shareholder of Waterdrop is MORGAN STANLEY (0.86% of total shares) and the top mutual fund owner is INVESCO EXCHANGE-TRADED FUND TRUST (0.00% of total shares).
Who are the major institutional shareholders of Waterdrop?
Waterdrop's major institutional shareholders are MORGAN STANLEY, ORLAND PROPERTIES LTD, MILLENNIUM MANAGEMENT LLC, INVESCO LTD., and STATE STREET CORP. The top five shareholders own together 1.34% of the company's share outstanding.
How many Waterdrop shareholders are there?
As of Jun 2024, there are 17 institutional shareholders of Waterdrop.
What percentage of Waterdrop is owned by MORGAN STANLEY?
MORGAN STANLEY owns 3.19M shares of Waterdrop, representing 0.86% of the company's total shares outstanding, valued at $3.6M (as of Jun 2024).
What percentage of Waterdrop is owned by ORLAND PROPERTIES LTD?
As of Jun 2024, ORLAND PROPERTIES LTD holds 1.2M shares of Waterdrop (WDH), compromising 0.33% of the company, valued at $1.36M.
What percentage of Waterdrop is owned by MILLENNIUM MANAGEMENT LLC?
MILLENNIUM MANAGEMENT LLC is the third largest holder of Waterdrop. The company owns 340.1K of the company's shares outstanding (worth $384.32K).