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Bilibili

152 hedge funds and large institutions have $1.91B invested in Bilibili in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

57% more capital invested

Capital invested by funds: $1.21B → $1.91B (+$697M)

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

9% more funds holding

Funds holding: 140152 (+12)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

2% more call options, than puts

Call options by funds: $503M | Put options by funds: $492M

0.85% less ownership

Funds ownership: 26.37%25.52% (-0.85%)

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.44%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
43
Increased
44
Reduced
42
Closed
28
Calls
$503M
Puts
$492M
Net Calls
+$11.3M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
1
Yiheng Capital Management
California
$271M +$19.1M +1,200,846 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$258M -$95.5M -6,001,368 -36%
AG
3
Alibaba Group
Hong Kong
$237M
Marshall Wace
4
Marshall Wace
United Kingdom
$180M +$72.2M +4,536,242 +149%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$142M -$573K -36,027 -0.6%
Artisan Partners
6
Artisan Partners
Wisconsin
$86.7M -$16.4M -1,028,975 -22%
Jane Street
7
Jane Street
New York
$62.7M +$27.8M +1,746,671 +194%
Morgan Stanley
8
Morgan Stanley
New York
$58.8M +$5.11M +321,453 +15%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$40.3M +$27M +1,700,000 New
BlackRock
10
BlackRock
New York
$40M +$23M +1,445,585 +597%
Invesco
11
Invesco
Georgia
$38.7M -$5.5M -345,974 -17%
Fisher Asset Management
12
Fisher Asset Management
Washington
$30.4M -$926K -58,191 -4%
First Manhattan
13
First Manhattan
New York
$29.2M +$1.32M +83,172 +7%
Barclays
14
Barclays
United Kingdom
$28.8M +$418K +26,298 +2%
MICM
15
Matthews International Capital Management
California
$27.2M +$6.27M +394,183 +52%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$25.4M +$17.1M +1,074,078 New
Bank of America
17
Bank of America
North Carolina
$22.3M -$45.3M -2,846,672 -75%
VanEck Associates
18
VanEck Associates
New York
$21.5M -$3.66M -230,221 -20%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$18.3M +$12.3M +774,329 New
Renaissance Technologies
20
Renaissance Technologies
New York
$17.3M +$9.59M +602,566 +472%
TAA
21
TB Alternative Assets
Cayman Islands
$17.2M -$401K -25,200 -3%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$15.7M +$284K +17,861 +3%
State Street
23
State Street
Massachusetts
$13.7M -$4.03M -253,537 -30%
Goldman Sachs
24
Goldman Sachs
New York
$11.5M -$771K -48,454 -9%
CC
25
Cederberg Capital
United Kingdom
$11.4M

BILI Hedge Fund Activity: Q4 2022 in Review

152 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bilibili (BILI) for Q4 2022, worth a combined $1.91B — up 57% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BILI positions and 28 closed out — a net gain of 15 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Marshall Wace, adding an estimated $72.2M. The largest seller was Fidelity Investments, cutting an estimated $95.5M.

  • 152 institutional investors held Bilibili (BILI) as of Q4 2022, up from 140 in Q3 2022.
  • Funds reported $1.91B of Bilibili stock for Q4 2022, up 57% quarter-over-quarter.
  • 43 funds opened new Bilibili positions in Q4 2022 and 28 closed out, a net change of +15 holders.
  • The largest Bilibili buyer in Q4 2022 was Marshall Wace, an estimated $72.2M added.
  • The largest Bilibili seller in Q4 2022 was Fidelity Investments, an estimated $95.5M sold.

Based on aggregated 13F filings for Q4 2022.