Group 1 - Multiple pharmaceutical and technology stocks have seen increased holdings from active equity funds due to recent corporate actions such as restructuring and buybacks [1][6] - MaiPu Medical announced a plan to acquire 100% of YiJie Medical, focusing on expanding its business in the neurointerventional medical device sector [2] - The healthcare sector is experiencing a rebound, with active interest from public fund managers in companies like MaiPu Medical, which has seen significant attention from various fund managers during investor relations activities [2][3] Group 2 - The performance of the healthcare sector has been strong, with the China Europe Medical Health fund increasing by 11.6% year-to-date, while the China Europe Medical Innovation fund has surged by 37.34% [3] - The increase in fund performance is attributed to strategic investments in Hong Kong-listed pharmaceutical stocks and successful positioning in high-performing stocks like BaiLi TianHeng [3] - The medical device sector is expected to continue its recovery, supported by a resurgence in domestic bidding and inventory digestion, which will positively impact company performance [4] Group 3 - Recent buyback announcements from companies like BeiFang LongChuang and GuDeWei indicate a trend of active equity funds maintaining or increasing their holdings in high-tech stocks [6] - Specific funds, such as YongYing RuiJian and YongYing KeJi, have been noted for increasing their stakes in companies like BeiFang LongChuang [6] - Some companies, like Shandong GaoSu, have experienced reductions in fund holdings, indicating a mixed sentiment among fund managers [7]
葛兰等基金经理二季度“隐形持仓”曝光