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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
366
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
4.82%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
63
Increased
105
Reduced
134
Closed
55
Calls
$191M
Puts
$182M
Net Calls
+$8.25M
Net Calls Change
+$22.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$97M
2
Capital World Investors
Capital World Investors
California
+$94.2M
3
Fidelity International
Fidelity International
Bermuda
+$90M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$61.5M
5
DSA
Davis Selected Advisers
Arizona
+$52.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.9M
2
BlackRock
BlackRock
New York
-$67.1M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$63.8M
4
PAMI
Perseverance Asset Management International
Cayman Islands
-$56.9M
5
UBS AM
UBS AM
Illinois
-$42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$556M -$14.2M -162,139 -3%
UBS AM
2
UBS AM
Illinois
$516M -$42M -479,929 -8%
OAG
3
Orbis Allan Gray
Bermuda
$360M +$48.3M +550,741 +16%
Capital World Investors
4
Capital World Investors
California
$332M +$94.2M +1,074,818 +41%
GAMH
5
Greenwoods Asset Management (HK)
Hong Kong
$324M +$31M +354,273 +11%
Lazard Asset Management
6
Lazard Asset Management
New York
$321M +$6.11M +69,789 +2%
Dodge & Cox
7
Dodge & Cox
California
$236M +$1.39M +15,900 +0.6%
HA
8
HHLR Advisors
Cayman Islands
$231M – – –
Invesco
9
Invesco
Georgia
$211M +$97M +1,107,363 +88%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$180M +$4.81M +54,899 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$158M +$8.84M +100,922 +6%
Fidelity International
12
Fidelity International
Bermuda
$149M +$90M +1,027,102 +160%
Morgan Stanley
13
Morgan Stanley
New York
$141M -$18.1M -207,127 -12%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$114M +$11.8M +135,180 +12%
Fisher Asset Management
15
Fisher Asset Management
Washington
$102M +$121K +1,377 +0.1%
Capital International Investors
16
Capital International Investors
California
$96.4M +$291K +3,326 +0.3%
Renaissance Technologies
17
Renaissance Technologies
New York
$88M +$3.4M +38,788 +4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$83.8M -$7.07M -80,695 -8%
UBS Group
19
UBS Group
Switzerland
$74.1M -$1.04M -11,864 -1%
Bank of America
20
Bank of America
North Carolina
$71.8M -$21.8M -249,150 -24%
BlackRock
21
BlackRock
New York
$71.3M -$67.1M -765,601 -49%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$69.4M -$86.9M -991,701 -56%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$63.9M +$6.43M +73,349 +11%
Man Group
24
Man Group
United Kingdom
$63.2M +$30.7M +350,578 +98%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$62.6M +$61.5M +701,642 New
1
2 3 4 5

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.