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Y-Intercept

Overview

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About Y-Intercept

Simplify's Rating
Why Y-Intercept is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Quantitative FinanceFinancial Services

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Central and Western District, Hong Kong

Founded

2018

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What believers are saying

  • The 2025 launch raised $1.7 billion from Blackstone, CPPIB, and Morgan Stanley.
  • The June 23, 2026 China QFII approval opens domestic A-share and asset access.
  • The November 2026 site highlights sovereign, pension, and asset-manager backing for expansion.

What critics are saying

  • Q3 2026 AUM fell to $4.5 billion from $5.3 billion in Q1 2026.
  • The October 16, 2026 13F showed 706 exits, signaling active churn and strategy fragility.
  • If statistical arbitrage alpha decays, the firm’s external fundraising story collapses quickly.

What makes Y-Intercept unique

  • Y-Intercept’s 2018 statistical arbitrage engine delivered high-teens annualized returns through 2025.
  • Its Q3 2026 book spans 1,532 positions across equities, showing broad, systematic diversification.
  • The February 2025 TS Imagine renewal gives it scalable risk infrastructure through 2028.

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Company News

AInvest Fintech Inc.
Nov 19th, 2025
Y-Intercept Raises $1.7B for Hedge Fund

Y-Intercept has raised $1.7 billion for its new hedge fund, with backing from Blackstone, Canada Pension Plan Investment Board, and Morgan Stanley. The firm, known for its statistical arbitrage approach, has achieved annualized returns in the high teens since 2018. The new fund will focus on equities and macro trades.

MarketBeat
Jul 27th, 2025
Y Intercept Hong Kong Ltd Buys New Holdings in Adient (NYSE:ADNT)

Y Intercept Hong Kong Ltd purchased a new stake in Adient (NYSE:ADNT - Free Report) during the first quarter, according to its most recent filing with the SEC. The fund purchased 80,583 shares of the company's stock, valued at approximately $1,036,000. Y Intercept Hong Kong Ltd owned about 0.10% of

FF News
Feb 7th, 2025
Y-Intercept Selects Ts Imagine’S Risksmart+ To Scale Operations And Support Growth

TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, is delighted to announce Y-Intercept has chosen RiskSmart +, a single integrated solution for comprehensive risk and portfolio management, to support the firm’s rapid growth.Y-Intercept, a Hong Kong-based quantitative investment firm specializing in systematic trading, started using RiskSmart + in January 2022 – the new agreement is set to extend the firm’s partnership for another three years. RiskSmart + is developed for larger businesses to scale their risk operations and increase efficiency, the partnership will therefore enable Y-Intercept to process increasing volumes and service new markets through a single risk platform.RiskSmart + will enable Y-Intercept’s portfolio and risk managers to access real-time analytics and cutting-edge risk models and automate key workflows across asset classes as the business scales. The solution will also enable Y-Intercept to manage positions, cash and P&L while extracting trade and adjustment activity for reconciliations with brokers.Simarjit (Sim) Johal, Head of Asia Pacific at TS Imagine, commented: “We’re proud to expand our relationship with Y-Intercept as they expand their footprint in multi-asset trading. With RiskSmart +, Y-Intercept will scale and streamline operations – automating complex workflows while enabling the firm to manage increasing transaction volumes. The growth of our relationship with Y-Intercept demonstrates our ability to support clients at every stage of their evolution, using best-in-breed trading technology to navigate fast-paced risks in real-time – allowing their businesses to scale safely as exposures grow in volume and complexity. We are excited to continue to support the business as it goes from strength to strength.”“Our partnership with TS Imagine has been instrumental in optimizing our portfolio management workflows,” said Kevin Chang, Chief Operating Officer at Y-Intercept

MarketBeat
Mar 2nd, 2024
Amneal Pharmaceuticals (NASDAQ:AMRX) Shares Gap Up to $5.52

Finally, Y Intercept Hong Kong Ltd acquired a new stake in Amneal Pharmaceuticals in the 2nd quarter valued at about $38,000.

Defense World
Dec 7th, 2023
Hycroft Mining (NASDAQ:HYMC) Shares Up 1%

Finally, Y Intercept Hong Kong Ltd purchased a new stake in Hycroft Mining in the second quarter valued at $109,000.

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