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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened CHA while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 12.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.2pp 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 2026-Q1 and 2026-Q2, across 44 tracked filers holding CHA, 26 increased or opened the position and 25 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 2026-Q1 and 2026-Q2 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 3
- STATE STREET CORP$5M
- PINEBRIDGE INVESTMENTS ASIA LTD$781K
- Walleye Capital LLC$640K
Full exits 3
- COATUE MANAGEMENT LLC$37M
- SCHRODER INVESTMENT MANAGEMENT GROUP$10M
- Athos Capital Ltd$6M
Largest adds
- BlackRock, Inc.$11M
- CITADEL ADVISORS LLC$9M
- Point72 Asset Management, L.P.$9M
- MILLENNIUM MANAGEMENT LLC$6M
- MARSHALL WACE, LLP$4M
- Empowered Funds, LLC$2M
Largest trims
- Fosun International Ltd$32M
- UBS Group AG$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- Trexquant Investment LP$1M
- BNP PARIBAS FINANCIAL MARKETS$503K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fosun International Ltd trimmed | 5,848,854 | $54M | 20.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 1,810,441 | $22M | 8.1% | 2026-Q2 |
| BlackRock, Inc. added | 1,121,952 | $13M | 5.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 975,440 | $12M | 4.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 806,734 | $10M | 3.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 734,651 | $9M | 3.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 518,507 | $6M | 2.3% | 2026-Q2 |
| STATE STREET CORP new | 446,200 | $5M | 2.0% | 2026-Q2 |
| Empowered Funds, LLC added | 271,174 | $3M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 265,846 | $3M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 165,872 | $2M | 0.7% | 2026-Q2 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd trimmed | 143,084 | $2M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 112,723 | $1M | 0.5% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS ASIA LTD new | 65,000 | $781K | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 54,735 | $659K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 53,606 | $644K | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 53,286 | $640K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 49,717 | $598K | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 47,289 | $568K | 0.2% | 2026-Q2 |
| Polymer Capital Management (HK) LTD added | 45,000 | $541K | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC new | 33,473 | $402K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 29,397 | $353K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 25,519 | $307K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 22,700 | $273K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 22,382 | $269K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. new | 21,000 | $252K | 0.1% | 2026-Q2 |
| Aberdeen Group plc new | 20,965 | $252K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 15,846 | $190K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 15,732 | $189K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 15,498 | $186K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 15,122 | $181K | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 14,894 | $179K | 0.1% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 7,967 | $96K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 632 | $8K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 531 | $6K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 473 | $6K | 0.0% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 363 | $4K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 220 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 230 | $3K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 200 | $2K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 167 | $2K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 105 | $1K | 0.0% | 2026-Q2 |
| Quarry LP trimmed | 54 | $649 | 0.0% | 2026-Q2 |
| Stone House Investment Management, LLC | 45 | $541 | 0.0% | 2026-Q2 |
| COATUE MANAGEMENT LLC | 3,174,115 | $37M | 13.8% | 2026-Q1 stale (1 quarter behind) |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,105,958 | $10M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| Athos Capital Ltd added | 634,615 | $6M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Y-Intercept (Hong Kong) Ltd new | 45,880 | $427K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Squarepoint Ops LLC added | 31,793 | $296K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC trimmed | 22,081 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Verition Fund Management LLC trimmed | 15,564 | $145K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Legal & General Group Plc added | 13,189 | $123K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 941 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WealthCollab, LLC added | 363 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 439,640 | $5M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Hudson Bay Capital Management LP added | 179,772 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Ghisallo Capital Management LLC | 120,000 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| XTX Topco Ltd added | 118,637 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| WEXFORD CAPITAL LP new | 75,000 | $872K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 50,399 | $586K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Centiva Capital, LP new | 35,537 | $413K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Scientech Research LLC new | 29,468 | $343K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Infini Capital Management Ltd | 24,000 | $279K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Balyasny Asset Management L.P. trimmed | 23,458 | $273K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Vident Advisory, LLC new | 22,372 | $260K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Jump Financial, LLC new | 21,127 | $246K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC trimmed | 698 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Smartleaf Asset Management LLC new | 50 | $584 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Larson Financial Group LLC new | 46 | $535 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Franchise Capital Ltd | 157,457 | $3M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Rakuten Investment Management, Inc. new | 56,231 | $2M | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Long Corridor Asset Management Ltd trimmed | 66,300 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Ovata Capital Management Ltd added | 27,500 | $455K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| OMERS ADMINISTRATION Corp new | 22,400 | $371K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. new | 21,786 | $361K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Mirae Asset Global Investments Co., Ltd. new | 504 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Rakuten Securities, Inc. added | 100 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BARINGS LLC new | 432,851 | $11M | 4.2% | 2025-Q2 stale (4 quarters behind) |
| Allianz Asset Management GmbH new | 422,589 | $11M | 4.1% | 2025-Q2 stale (4 quarters behind) |
| NORGES BANK new | 193,404 | $5M | 1.9% | 2025-Q2 stale (4 quarters behind) |
| MY.Alpha Management HK Advisors Ltd new | 177,416 | $5M | 1.7% | 2025-Q2 stale (4 quarters behind) |
| AIA Group Ltd new | 91,784 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Taikang Asset Management (Hong Kong) Co Ltd new | 70,000 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| LBP AM SA new | 62,000 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new | 54,200 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Russell Investments Group, Ltd. new | 46,971 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| GF FUND MANAGEMENT CO. LTD. new | 17,800 | $465K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RWC Asset Management LLP new | 11,367 | $297K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| China Universal Asset Management Co., Ltd. new | 7,818 | $204K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| FACTORIAL MANAGEMENT Ltd new | 6,820 | $178K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| SG Americas Securities, LLC new | 6,672 | $174K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| FEDERATED HERMES, INC. new | 6,600 | $172K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.
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.