We are live on ! Find out more
NTES icon

NetEase
NTES

360 hedge funds and large institutions have $8.87B invested in NetEase in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 166 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 3.43% → 2.91% (-0.53%)

6% less funds holding

Funds holding: 383 → 360 (-23)

14% less capital invested

Capital invested by funds: $10.3B → $8.87B (-$1.44B)

26% less call options, than puts

Call options by funds: $167M | Put options by funds: $227M

28% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 61

35% less funds holding in top 10

Funds holding in top 10: 20 → 13 (-7)

45% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 166

Holders
360
Holders Change
-23
Holders Change %
-6.01%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.22%
New
44
Increased
91
Reduced
166
Closed
61
Calls
$167M
Puts
$227M
Net Calls
-$59.9M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$60.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$48.9M
3
OMC
Old Mission Capital
Illinois
+$48.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.1M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$34.5M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$264M
2
EFM
E Fund Management
China
-$202M
3
Invesco
Invesco
Georgia
-$142M
4
GAMH
Greenwoods Asset Management (HK)
Hong Kong
-$133M
5
GIM
Genesis Investment Management
United Kingdom
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSRI
376
New Silk Road Investment
Singapore
– -$4.17M -46,500 Closed
FFM
377
FengHe Fund Management
Singapore
– -$3.65M -40,700 Closed
IMCOOI
378
Investment Management Corp of Ontario (IMCO)
Canada
– -$2.64M -29,446 Closed
Allspring Global Investments
379
Allspring Global Investments
North Carolina
– -$2.39M -26,701 Closed
TG
380
TCW Group
California
– -$2.26M -25,183 Closed
BAMF
381
BI Asset Management Fondsmaeglerselskab
Denmark
– -$1.85M -20,636 Closed
N
382
Natixis
France
– -$1.94M -20,374 Closed
AS
383
Altshuler Shaham
Israel
– -$1.42M -15,845 Closed
ECM
384
ExodusPoint Capital Management
New York
– -$1.24M -13,842 Closed
BCIM
385
British Columbia Investment Management
British Columbia, Canada
– -$1.14M -12,659 Closed
IMC Chicago
386
IMC Chicago
Illinois
– -$1.02M -10,714 Closed
FC
387
FORA Capital
Florida
– -$957K -10,398 Closed
GI
388
Glovista Investments
New Jersey
– -$918K -10,235 Closed
SBH
389
Segall Bryant & Hamill
Illinois
– -$834K -9,305 Closed
LFM
390
LGT Fund Management
Liechtenstein
– -$856K -8,931 Closed
DS
391
DRW Securities
Illinois
– -$673K -7,500 Closed
CI
392
Cigna Investments
Connecticut
– -$651K -7,260 Closed
QT
393
Quantbot Technologies
New York
– -$637K -7,105 Closed
PIM
394
Perpetual Investment Management
Australia
– -$574K -6,400 Closed
DACS
395
Dymon Asia Capital (Singapore)
Singapore
– -$408K -4,550 Closed
CCG
396
Cloverfields Capital Group
Minnesota
– -$392K -4,370 Closed
ABA
397
American Beacon Advisors
Texas
– -$380K -4,232 Closed
VI
398
Vestcor Inc
New Brunswick, Canada
– -$372K -4,147 Closed
PM
399
Parametrica Management
Hong Kong
– -$349K -3,899 Closed
YIH
400
Y-Intercept (HK)
Hong Kong
– -$310K -3,451 Closed
13 14 15
16
17

NTES Hedge Fund Activity: Q2 2022 in Review

360 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NetEase (NTES) for Q2 2022, worth a combined $8.87B — down 14% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of NTES and 44 opened new positions — a net loss of 17 holders — while 166 trimmed existing stakes and 91 added.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Orbis Allan Gray, cutting an estimated $264M.

  • 360 institutional investors held NetEase (NTES) as of Q2 2022, down from 383 in Q1 2022.
  • Funds reported $8.87B of NetEase stock for Q2 2022, down 14% quarter-over-quarter.
  • 44 funds opened new NetEase positions in Q2 2022 and 61 closed out, a net change of -17 holders.
  • The largest NetEase buyer in Q2 2022 was BlackRock, an estimated $60.5M added.
  • The largest NetEase seller in Q2 2022 was Orbis Allan Gray, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2022.