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Institutional Ownership · SEC Form 13F

Who owns CHA


Which tracked institutional funds hold CHA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHA company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

40
Institutional holders
18M
Shares held (tracked funds)
18.0%
Of shares outstanding

How the tape is positioned

12 tracked funds added or opened CHA while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CHA’s largest tracked holder by dollar value, Fosun International Ltd, sizes it at 21.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 21.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CHA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 40 tracked filers holding CHA, 25 increased or opened the position and 28 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CHA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • RENAISSANCE TECHNOLOGIES LLC$3M
  • IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2M
  • Empowered Funds, LLC$1M
  • BNP PARIBAS FINANCIAL MARKETS$693K

Full exits 6

  • JANE STREET GROUP, LLC$5M
  • Hudson Bay Capital Management LP$2M
  • Ghisallo Capital Management LLC$1M
  • XTX Topco Ltd$1M
  • WEXFORD CAPITAL LP$872K
  • HRT FINANCIAL LP$586K

Largest adds

  • MARSHALL WACE, LLP$12M
  • Athos Capital Ltd$4M
  • UBS Group AG$3M
  • BlackRock, Inc.$2M
  • Trexquant Investment LP$517K
  • BANK OF AMERICA CORP /DE/$459K

Largest trims

  • SCHRODER INVESTMENT MANAGEMENT GROUP$13M
  • MORGAN STANLEY$5M
  • CITADEL ADVISORS LLC$2M
  • GOLDMAN SACHS GROUP INC$998K
  • Fosun International Ltd$447K
  • Virtu Financial LLC$426K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Fosun International Ltd trimmed7,408,691$86M33.9%2026-Q1
COATUE MANAGEMENT LLC3,174,115$37M14.5%2026-Q1
MARSHALL WACE, LLP added1,889,576$18M6.9%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed1,105,958$10M4.1%2026-Q1
MORGAN STANLEY trimmed1,050,346$10M3.8%2026-Q1
Athos Capital Ltd added634,615$6M2.3%2026-Q1
UBS Group AG added612,044$6M2.2%2026-Q1
BlackRock, Inc. added288,328$3M1.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added269,700$3M1.0%2026-Q1
IQ EQ FUND MANAGEMENT (IRELAND) Ltd new189,059$2M0.7%2026-Q1
Trexquant Investment LP added168,335$2M0.6%2026-Q1
Empowered Funds, LLC new130,098$1M0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed99,716$928K0.4%2026-Q1
CITADEL ADVISORS LLC trimmed99,563$927K0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS new74,472$693K0.3%2026-Q1
Invesco Ltd. added63,309$589K0.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added56,135$523K0.2%2026-Q1
HSBC HOLDINGS PLC trimmed50,642$482K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ added50,502$470K0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd new45,880$427K0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added39,757$370K0.1%2026-Q1
Polymer Capital Management (HK) LTD added36,800$343K0.1%2026-Q1
Engineers Gate Manager LP trimmed35,615$332K0.1%2026-Q1
Squarepoint Ops LLC added31,793$296K0.1%2026-Q1
CITIGROUP INC trimmed29,288$273K0.1%2026-Q1
Mariner, LLC trimmed23,816$222K0.1%2026-Q1
Virtu Financial LLC trimmed22,081$206K0.1%2026-Q1
Point72 Asset Management, L.P. new17,155$160K0.1%2026-Q1
Verition Fund Management LLC trimmed15,564$145K0.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed14,139$132K0.1%2026-Q1
Legal & General Group Plc added13,189$123K0.0%2026-Q1
BARCLAYS PLC added5,689$53K0.0%2026-Q1
Blue Trust, Inc. new941$9K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed633$6K0.0%2026-Q1
DEUTSCHE BANK AG\ trimmed473$4K0.0%2026-Q1
WealthCollab, LLC added363$3K0.0%2026-Q1
ROYAL BANK OF CANADA added251$2K0.0%2026-Q1
Steward Partners Investment Advisory, LLC200$2K0.0%2026-Q1
Caitong International Asset Management Co., Ltd trimmed136$1K0.0%2026-Q1
Stone House Investment Management, LLC new45$4190.0%2026-Q1
BARINGS LLC new432,851$11M4.4%2025-Q2 stale
Allianz Asset Management GmbH new422,589$11M4.3%2025-Q2 stale
JANE STREET GROUP, LLC added439,640$5M2.0%2025-Q4 stale
NORGES BANK new193,404$5M2.0%2025-Q2 stale
MY.Alpha Management HK Advisors Ltd new177,416$5M1.8%2025-Q2 stale
Franchise Capital Ltd157,457$3M1.0%2025-Q3 stale
AIA Group Ltd new91,784$2M0.9%2025-Q2 stale
Hudson Bay Capital Management LP added179,772$2M0.8%2025-Q4 stale
Rakuten Investment Management, Inc. new56,231$2M0.8%2025-Q3 stale
Taikang Asset Management (Hong Kong) Co Ltd new70,000$2M0.7%2025-Q2 stale
LBP AM SA new62,000$2M0.6%2025-Q2 stale
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new54,200$1M0.6%2025-Q2 stale
Ghisallo Capital Management LLC120,000$1M0.5%2025-Q4 stale
XTX Topco Ltd added118,637$1M0.5%2025-Q4 stale
Russell Investments Group, Ltd. new46,971$1M0.5%2025-Q2 stale
Schonfeld Strategic Advisors LLC new43,841$1M0.5%2025-Q2 stale
Long Corridor Asset Management Ltd trimmed66,300$1M0.4%2025-Q3 stale
WEXFORD CAPITAL LP new75,000$872K0.3%2025-Q4 stale
Walleye Capital LLC new22,500$587K0.2%2025-Q2 stale
HRT FINANCIAL LP new50,399$586K0.2%2025-Q4 stale
GF FUND MANAGEMENT CO. LTD. new17,800$465K0.2%2025-Q2 stale
Ovata Capital Management Ltd added27,500$455K0.2%2025-Q3 stale
Centiva Capital, LP new35,537$413K0.2%2025-Q4 stale
JPMORGAN CHASE & CO added24,208$401K0.2%2025-Q3 stale
OMERS ADMINISTRATION Corp new22,400$371K0.1%2025-Q3 stale
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. new21,786$361K0.1%2025-Q3 stale
Scientech Research LLC new29,468$343K0.1%2025-Q4 stale
RWC Asset Management LLP new11,367$297K0.1%2025-Q2 stale
Infini Capital Management Ltd24,000$279K0.1%2025-Q4 stale
Balyasny Asset Management L.P. trimmed23,458$273K0.1%2025-Q4 stale
Vident Advisory, LLC new22,372$260K0.1%2025-Q4 stale
Jump Financial, LLC new21,127$246K0.1%2025-Q4 stale
China Universal Asset Management Co., Ltd. new7,818$204K0.1%2025-Q2 stale
FACTORIAL MANAGEMENT Ltd new6,820$178K0.1%2025-Q2 stale
SG Americas Securities, LLC new6,672$174K0.1%2025-Q2 stale
FEDERATED HERMES, INC. new6,600$172K0.1%2025-Q2 stale
Quantbot Technologies LP new2,065$34K0.0%2025-Q3 stale
Quarry LP new756$13K0.0%2025-Q3 stale
Mirae Asset Global Investments Co., Ltd. new504$8K0.0%2025-Q3 stale
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC trimmed698$8K0.0%2025-Q4 stale
Rakuten Securities, Inc. added100$2K0.0%2025-Q3 stale
Smartleaf Asset Management LLC new50$5840.0%2025-Q4 stale
Larson Financial Group LLC new46$5350.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC. new00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership