Baidu
BIDU
626 hedge funds and large institutions have $22.3B invested in Baidu in 2020 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 180 increasing their positions, 248 reducing their positions, and 91 closing their positions.
17% more capital invested
Capital invested by funds: $19B → $22.3B (+$3.28B)
8% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 91
2% less funds holding
Funds holding: 636 → 626 (-10)
3% less funds holding in top 10
Funds holding in top 10: 36 → 35 (-1)
5.09% less ownership
Funds ownership: 685.9% → 680.8% (-5.1%)
14% less call options, than puts
Call options by funds: $949M | Put options by funds: $1.11B
27% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 248
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$423M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$290M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$259M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$241M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$796M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$135M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$127M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$109M |
| 5 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$99.5M |
BIDU Hedge Fund Activity: Q2 2020 in Review
626 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Baidu (BIDU) for Q2 2020, worth a combined $22.3B — up 17% from $19B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of BIDU and 84 opened new positions — a net loss of 7 holders — while 248 trimmed existing stakes and 180 added.
The largest buyer was Renaissance Technologies, adding an estimated $423M. The largest seller was Harding Loevner, cutting an estimated $796M.
- 626 institutional investors held Baidu (BIDU) as of Q2 2020, down from 636 in Q1 2020.
- Funds reported $22.3B of Baidu stock for Q2 2020, up 17% quarter-over-quarter.
- 84 funds opened new Baidu positions in Q2 2020 and 91 closed out, a net change of -7 holders.
- The largest Baidu buyer in Q2 2020 was Renaissance Technologies, an estimated $423M added.
- The largest Baidu seller in Q2 2020 was Harding Loevner, an estimated $796M sold.
Based on aggregated 13F filings for Q2 2020.