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538 hedge funds and large institutions have $29.9B invested in Baidu in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 204 increasing their positions, 181 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 181

10% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.34B

10% less funds holding

Funds holding: 595538 (-57)

20% less funds holding in top 10

Funds holding in top 10: 6552 (-13)

34% less capital invested

Capital invested by funds: $45.2B → $29.9B (-$15.4B)

44% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 126

Holders
538
Holders Change
-57
Holders Change %
-9.58%
% of All Funds
15.02%
Holding in Top 10
52
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20%
% of All Funds
1.45%
New
71
Increased
204
Reduced
181
Closed
126
Calls
$1.46B
Puts
$1.34B
Net Calls
+$128M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$3.4B +$166M +1,004,829 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.41B +$836M +5,071,684 +41%
Artisan Partners
3
Artisan Partners
Wisconsin
$1.51B +$89.5M +543,159 +5%
Sands Capital Management
4
Sands Capital Management
Virginia
$1.48B +$179M +1,083,771 +11%
Harris Associates
5
Harris Associates
Illinois
$1.28B +$1.54B +9,325,265 New
Invesco
6
Invesco
Georgia
$1.23B -$31.9M -193,298 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.16B -$1.76B -10,656,600 -56%
Dodge & Cox
8
Dodge & Cox
California
$1.13B +$249M +1,511,800 +23%
Lazard Asset Management
9
Lazard Asset Management
New York
$962M -$94.7M -574,339 -8%
O
10
OppenheimerFunds
New York
$789M -$834M -5,056,845 -90%
Capital World Investors
11
Capital World Investors
California
$666M +$188M +1,141,000 +31%
HL
12
Harding Loevner
New Jersey
$512M -$74.1M -449,289 -11%
JSP
13
Jackson Square Partners
California
$466M +$75.6M +458,627 +16%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$420M -$331M -2,009,501 -40%
SCM
15
Scopia Capital Management
New York
$377M +$147M +889,022 +48%
JP Morgan Chase
16
JP Morgan Chase
New York
$334M -$181M -1,095,276 -31%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$325M +$26.3M +159,437 +7%
Macquarie Group
18
Macquarie Group
Australia
$325M +$30.3M +184,040 +8%
CCM
19
Cantillon Capital Management
New York
$305M -$511K -3,100 -0.1%
OH
20
Orbis Holdings
Bermuda
$299M +$129M +782,276 +56%
GE
21
General Electric
Ohio
$293M +$24.1M +146,128 +7%
MICM
22
Matthews International Capital Management
California
$251M -$11.4M -68,901 -4%
EC
23
Eminence Capital
New York
$242M +$136M +822,632 +88%
PIM
24
Platinum Investment Management
Australia
$235M +$54.4M +329,867 +24%
CBOA
25
Commonwealth Bank of Australia
Australia
$219M +$16.8M +101,925 +7%

BIDU Hedge Fund Activity: Q3 2015 in Review

538 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Baidu (BIDU) for Q3 2015, worth a combined $29.9B — down 34% from $45.2B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of BIDU and 71 opened new positions — a net loss of 55 holders — while 181 trimmed existing stakes and 204 added.

The largest buyer was Harris Associates, opening a new position worth an estimated $1.54B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.76B.

  • 538 institutional investors held Baidu (BIDU) as of Q3 2015, down from 595 in Q2 2015.
  • Funds reported $29.9B of Baidu stock for Q3 2015, down 34% quarter-over-quarter.
  • 71 funds opened new Baidu positions in Q3 2015 and 126 closed out, a net change of -55 holders.
  • The largest Baidu buyer in Q3 2015 was Harris Associates, an estimated $1.54B added.
  • The largest Baidu seller in Q3 2015 was T. Rowe Price Associates, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2015.