百亿私募二季度重仓股曝光，海康威视等多只个股遭减持

Group 1 - As of August 18, 15 billion private equity firms appeared among the top ten circulating shareholders of 28 listed companies, with a total holding value exceeding 29 billion yuan [1] - Nearly 130 listed companies have disclosed their mid-year reports, with over 660 companies reporting, indicating a significant presence of private equity in the market [1] - The top holdings of private equity firms include companies in various sectors, primarily in industrial and information technology [4] Group 2 - In the second quarter, 14 stocks were increased in holdings by billion private equity firms, while 6 stocks were reduced, indicating a mixed sentiment towards certain investments [2][3] - High Yi Asset's top holdings reached approximately 12.3 billion yuan, with significant reductions in holdings for three stocks, including Guoci Materials and Dongcheng Pharmaceutical [2] - The average stock price increase for nearly 130 private equity heavy stocks has reached 41% year-to-date, with over 80% of these stocks experiencing price increases [5] Group 3 - The industry distribution of private equity heavy stocks shows a concentration in industrial, information technology, materials, consumer discretionary, and healthcare sectors [4] - The majority of private equity firms' heavy stocks are focused on small to mid-cap companies, with over 70% of total market value below 10 billion yuan [5] - The performance of private equity firms has been strong, with over 80% of firms reporting positive returns this year, averaging a return rate of 20% [5]