NetEase
NTES
366 hedge funds and large institutions have $6.26B invested in NetEase in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 134 reducing their positions, and 55 closing their positions.
15% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 55
5% more call options, than puts
Call options by funds: $191M | Put options by funds: $182M
1% more funds holding
Funds holding: 364 → 366 (+2)
0.02% more ownership
Funds ownership: 2.16% → 2.18% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
1% less capital invested
Capital invested by funds: $6.34B → $6.26B (-$81.1M)
22% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$97M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$94.2M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$90M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$61.5M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$52.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.9M |
| 2 |
BlackRock
New York
|
-$67.1M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$63.8M |
| 4 |
PAMI
Perseverance Asset Management International
George Town,
Cayman Islands
|
-$56.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$42M |
NTES Hedge Fund Activity: Q4 2024 in Review
366 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NetEase (NTES) for Q4 2024, worth a combined $6.26B — down 1.3% from $6.34B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new NTES positions and 55 closed out — a net gain of 8 holders — while 105 added to existing stakes and 134 trimmed.
The largest buyer was Invesco, adding an estimated $97M. The largest seller was Fidelity Investments, cutting an estimated $86.9M.
- 366 institutional investors held NetEase (NTES) as of Q4 2024, up from 364 in Q3 2024.
- Funds reported $6.26B of NetEase stock for Q4 2024, down 1.3% quarter-over-quarter.
- 63 funds opened new NetEase positions in Q4 2024 and 55 closed out, a net change of +8 holders.
- The largest NetEase buyer in Q4 2024 was Invesco, an estimated $97M added.
- The largest NetEase seller in Q4 2024 was Fidelity Investments, an estimated $86.9M sold.
Based on aggregated 13F filings for Q4 2024.