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734 hedge funds and large institutions have $51.6B invested in Baidu in 2017 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 268 increasing their positions, 225 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 85

19% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 225

5% more funds holding

Funds holding: 700734 (+34)

7% less capital invested

Capital invested by funds: $55.3B → $51.6B (-$3.76B)

9% less funds holding in top 10

Funds holding in top 10: 7972 (-7)

12.27% less ownership

Funds ownership: 818.04%805.77% (-12%)

38% less call options, than puts

Call options by funds: $1.42B | Put options by funds: $2.3B

Holders
734
Holders Change
+34
Holders Change %
+4.86%
% of All Funds
16.65%
Holding in Top 10
72
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.86%
% of All Funds
1.63%
New
125
Increased
268
Reduced
225
Closed
85
Calls
$1.42B
Puts
$2.3B
Net Calls
-$883M
Net Calls Change
-$182M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$5.34B -$192M -783,270 -3%
BlackRock
2
BlackRock
New York
$3.26B -$2.72M -11,112 -0.1%
Capital World Investors
3
Capital World Investors
California
$2.64B +$216M +882,788 +9%
Sands Capital Management
4
Sands Capital Management
Virginia
$1.71B -$58.6M -239,726 -3%
Invesco
5
Invesco
Georgia
$1.59B -$107M -436,241 -6%
Franklin Resources
6
Franklin Resources
California
$1.59B -$60.4M -247,138 -4%
Artisan Partners
7
Artisan Partners
Wisconsin
$1.57B -$42.5M -173,929 -3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.38B +$561M +2,294,776 +64%
Lazard Asset Management
9
Lazard Asset Management
New York
$1.17B -$279M -1,142,783 -19%
Dodge & Cox
10
Dodge & Cox
California
$1.13B -$17.9M -73,000 -1%
State Street
11
State Street
Massachusetts
$1.07B +$38.4M +156,877 +4%
Harris Associates
12
Harris Associates
Illinois
$1.02B -$433M -1,771,701 -29%
HL
13
Harding Loevner
New Jersey
$857M +$12.3M +50,173 +1%
CCM
14
Causeway Capital Management
California
$844M -$7.43M -30,380 -0.8%
VAM
15
Veritas Asset Management
United Kingdom
$792M -$8.19M -33,500 -1%
CGI
16
Comgest Global Investors
France
$721M +$40.8M +166,800 +6%
UBS AM
17
UBS AM
Illinois
$712M +$31.9M +130,474 +4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$694M -$90.7M -371,086 -11%
JP Morgan Chase
19
JP Morgan Chase
New York
$598M +$86.1M +351,921 +16%
O
20
OppenheimerFunds
New York
$592M +$49.9M +204,004 +9%
Northern Trust
21
Northern Trust
Illinois
$495M +$11.5M +47,209 +2%
PP
22
Prudential plc
United Kingdom
$485M -$29.5M -120,794 -6%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$443M -$7.87M -32,194 -2%
Bank of America
24
Bank of America
North Carolina
$433M -$43M -175,782 -9%
Fisher Asset Management
25
Fisher Asset Management
Washington
$415M +$11.9M +48,476 +3%

BIDU Hedge Fund Activity: Q4 2017 in Review

734 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Baidu (BIDU) for Q4 2017, worth a combined $51.6B — down 6.8% from $55.3B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BIDU positions and 85 closed out — a net gain of 40 holders — while 268 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $561M. The largest seller was Harris Associates, cutting an estimated $433M.

  • 734 institutional investors held Baidu (BIDU) as of Q4 2017, up from 700 in Q3 2017.
  • Funds reported $51.6B of Baidu stock for Q4 2017, down 6.8% quarter-over-quarter.
  • 125 funds opened new Baidu positions in Q4 2017 and 85 closed out, a net change of +40 holders.
  • The largest Baidu buyer in Q4 2017 was Vanguard Group, an estimated $561M added.
  • The largest Baidu seller in Q4 2017 was Harris Associates, an estimated $433M sold.

Based on aggregated 13F filings for Q4 2017.