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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
QI
151
Qtron Investments
Massachusetts
$2.29M – – –
Vontobel Holding
152
Vontobel Holding
Switzerland
$2.05M -$117M -1,225,505 -98%
SFI
153
Siemens Fonds Invest
Germany
$2.04M -$57.5K -604 -3%
SCM
154
Shelton Capital Management
Colorado
$1.98M – – –
TRCT
155
Tower Research Capital (TRC)
New York
$1.94M -$1.96M -20,645 -50%
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$1.91M -$290K -3,044 -13%
CG
157
Cutler Group
California
$1.91M +$456K +4,793 +31%
LCM
158
Logan Capital Management
Pennsylvania
$1.89M -$141K -1,486 -7%
YC
159
Yarbrough Capital
Tennessee
$1.86M – – –
Nomura Asset Management
160
Nomura Asset Management
Japan
$1.84M -$418K -4,390 -18%
BCI
161
Brinker Capital Investments
Pennsylvania
$1.77M -$8.76K -92 -0.5%
PAM
162
Pinpoint Asset Management
Hong Kong
$1.76M -$5.88M -61,800 -79%
NAM
163
NorthCrest Asset Manangement
Minnesota
$1.7M -$17.1K -180 -1%
Sumitomo Mitsui Trust Group
164
Sumitomo Mitsui Trust Group
Japan
$1.68M -$94.8K -996 -5%
TC
165
TwinBeech Capital
New York
$1.68M +$1.71M +17,939 New
SEI Investments
166
SEI Investments
Pennsylvania
$1.63M +$148K +1,552 +10%
KA
167
Kerrisdale Advisers
Florida
$1.51M +$1.54M +16,207 New
IAIM
168
Industrial Alliance Investment Management
Quebec, Canada
$1.39M -$138K -1,445 -9%
TIM
169
Thornburg Investment Management
New Mexico
$1.35M -$76.4K -803 -5%
EVM
170
Eaton Vance Management
Massachusetts
$1.33M +$640K +6,722 +90%
IFAM
171
Institutional & Family Asset Management
Colorado
$1.32M – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$49.5K +520 +4%
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$1.27M -$547K -5,744 -30%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$1.26M -$155K -1,629 -11%
AAM
175
Advisors Asset Management
Colorado
$1.26M -$327K -3,438 -20%
5 6
7
8 9

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.