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431 hedge funds and large institutions have $12.2B invested in JD.com in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 140 increasing their positions, 145 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

0.05% more ownership

Funds ownership: 24.58%24.63% (+0.05%)

1% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.17B

3% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 145

6% less funds holding

Funds holding: 458431 (-27)

21% less capital invested

Capital invested by funds: $15.4B → $12.2B (-$3.2B)

24% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 99

Holders
431
Holders Change
-27
Holders Change %
-5.9%
% of All Funds
9.6%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.65%
New
75
Increased
140
Reduced
145
Closed
99
Calls
$1.16B
Puts
$1.17B
Net Calls
-$12.4M
Net Calls Change
+$721M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$1.21B +$168M +7,515,511 +15%
Dodge & Cox
2
Dodge & Cox
California
$817M +$158M +7,065,659 +22%
BlackRock
3
BlackRock
New York
$737M +$59.3M +2,650,221 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$590M +$15.8M +704,422 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$498M -$16.5M -738,606 -3%
Invesco
6
Invesco
Georgia
$473M -$9.67M -432,210 -2%
O
7
OppenheimerFunds
New York
$316M -$13.5M -601,273 -4%
HA
8
HHLR Advisors
Cayman Islands
$315M +$337M +15,041,243 New
State Street
9
State Street
Massachusetts
$306M +$9.11M +407,193 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$300M +$15.6M +697,144 +5%
Goldman Sachs
11
Goldman Sachs
New York
$298M +$109M +4,858,020 +52%
AI
12
Alphabet Inc
California
$284M
Fisher Asset Management
13
Fisher Asset Management
Washington
$231M +$14.3M +640,511 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$223M -$94.2M -4,208,044 -28%
FPA
15
First Pacific Advisors
California
$208M +$12.5M +558,728 +6%
TI
16
TRG Investments
Virginia
$207M
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$207M -$12.5M -557,600 -5%
Norges Bank
18
Norges Bank
Norway
$199M +$25.2M +1,124,418 +13%
WT
19
Wellcome Trust
United Kingdom
$191M
RCG
20
Ruane, Cunniff & Goldfarb
New York
$181M +$269K +12,032 +0.1%
Citigroup
21
Citigroup
New York
$163M -$2.02M -90,124 -1%
Morgan Stanley
22
Morgan Stanley
New York
$162M -$32.1M -1,433,493 -16%
CG
23
Carmignac Gestion
France
$161M +$161M +7,212,802 +1,472%
SCM
24
Scopia Capital Management
New York
$160M +$11.4M +507,345 +7%
CFM
25
Coronation Fund Managers
South Africa
$152M +$30.5M +1,361,738 +23%

JD Hedge Fund Activity: Q4 2018 in Review

431 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JD.com (JD) for Q4 2018, worth a combined $12.2B — down 21% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of JD and 75 opened new positions — a net loss of 24 holders — while 145 trimmed existing stakes and 140 added.

The largest buyer was Tiger Global Management, adding an estimated $168M. The largest seller was Hillhouse Investment Management, cutting an estimated $462M.

  • 431 institutional investors held JD.com (JD) as of Q4 2018, down from 458 in Q3 2018.
  • Funds reported $12.2B of JD.com stock for Q4 2018, down 21% quarter-over-quarter.
  • 75 funds opened new JD.com positions in Q4 2018 and 99 closed out, a net change of -24 holders.
  • The largest JD.com buyer in Q4 2018 was Tiger Global Management, an estimated $168M added.
  • The largest JD.com seller in Q4 2018 was Hillhouse Investment Management, an estimated $462M sold.

Based on aggregated 13F filings for Q4 2018.