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368 hedge funds and large institutions have $23.4B invested in JD.com in 2015 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 129 increasing their positions, 76 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $632M | Put options by funds: $155M

235% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 40

70% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 76

36% more capital invested

Capital invested by funds: $17.2B → $23.4B (+$6.25B)

33% more funds holding

Funds holding: 277368 (+91)

16% more funds holding in top 10

Funds holding in top 10: 5058 (+8)

Holders
368
Holders Change
+91
Holders Change %
+32.85%
% of All Funds
9.65%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.52%
New
134
Increased
129
Reduced
76
Closed
40
Calls
$632M
Puts
$155M
Net Calls
+$477M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1
Hillhouse Investment Management
Cayman Islands
$3.96B -$413M -13,999,600 -10%
Tiger Global Management
2
Tiger Global Management
New York
$1.92B +$61.5M +2,086,505 +4%
O
3
OppenheimerFunds
New York
$1.26B +$82.9M +2,813,021 +8%
LPC
4
Lone Pine Capital
Connecticut
$871M -$487M -16,500,488 -38%
OH
5
Orbis Holdings
Bermuda
$743M +$94.2M +3,193,386 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$678M +$384M +13,014,011 +163%
Coatue Management
7
Coatue Management
New York
$630M +$90.4M +3,066,424 +19%
Morgan Stanley
8
Morgan Stanley
New York
$627M -$12.7M -430,446 -2%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$618M +$55M +1,865,180 +11%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$558M +$33.5M +1,136,393 +7%
TI
11
TRG Investments
Virginia
$516M +$472M +16,000,083 New
Bank of America
12
Bank of America
North Carolina
$467M -$23.5M -798,494 -5%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$464M +$375M +12,732,780 +776%
Jennison Associates
14
Jennison Associates
New York
$445M -$3.53M -119,876 -0.9%
Capital Research Global Investors
15
Capital Research Global Investors
California
$346M +$43.3M +1,468,000 +16%
ECU
16
Egerton Capital (UK)
United Kingdom
$323M +$135M +4,591,530 +85%
JP Morgan Chase
17
JP Morgan Chase
New York
$297M +$118M +4,018,508 +77%
WT
18
Wellcome Trust
United Kingdom
$290M
UBS Group
19
UBS Group
Switzerland
$282M +$360K +12,214 +0.1%
Invesco
20
Invesco
Georgia
$268M +$25.9M +880,054 +12%
Dodge & Cox
21
Dodge & Cox
California
$237M +$217M +7,355,736 New
CAM
22
Coronation Asset Management
South Africa
$224M -$3.69M -125,020 -2%
Goldman Sachs
23
Goldman Sachs
New York
$214M -$60.3M -2,045,234 -24%
Temasek Holdings
24
Temasek Holdings
Singapore
$197M +$180M +6,096,878 New
Artisan Partners
25
Artisan Partners
Wisconsin
$190M -$6.25M -212,056 -3%

JD Hedge Fund Activity: Q4 2015 in Review

368 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JD.com (JD) for Q4 2015, worth a combined $23.4B — up 36% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new JD positions and 40 closed out — a net gain of 94 holders — while 129 added to existing stakes and 76 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $384M. The largest seller was Lone Pine Capital, cutting an estimated $487M.

  • 368 institutional investors held JD.com (JD) as of Q4 2015, up from 277 in Q3 2015.
  • Funds reported $23.4B of JD.com stock for Q4 2015, up 36% quarter-over-quarter.
  • 134 funds opened new JD.com positions in Q4 2015 and 40 closed out, a net change of +94 holders.
  • The largest JD.com buyer in Q4 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $384M added.
  • The largest JD.com seller in Q4 2015 was Lone Pine Capital, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2015.