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Sea Limited

815 hedge funds and large institutions have $64.6B invested in Sea Limited in 2021 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 341 increasing their positions, 250 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 250

6% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 144

0.43% more ownership

Funds ownership: 72.22%72.65% (+0.43%)

0% more funds holding

Funds holding: 815815 (0)

16% less call options, than puts

Call options by funds: $3B | Put options by funds: $3.56B

29% less capital invested

Capital invested by funds: $91.4B → $64.6B (-$26.9B)

30% less funds holding in top 10

Funds holding in top 10: 11581 (-34)

Holders
815
Holders Change
Holders Change %
0%
% of All Funds
12.54%
Holding in Top 10
81
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.57%
% of All Funds
1.25%
New
152
Increased
341
Reduced
250
Closed
144
Calls
$3B
Puts
$3.56B
Net Calls
-$568M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.28B -$1.69B -5,656,439 -17%
Sands Capital Management
2
Sands Capital Management
Virginia
$4.06B -$689M -2,309,547 -11%
Capital World Investors
3
Capital World Investors
California
$3.6B -$600M -2,008,608 -11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.96B -$340M -1,139,786 -8%
Tiger Global Management
5
Tiger Global Management
New York
$2.55B +$291M +976,239 +9%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.47B -$823M -2,755,630 -20%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$2.24B +$108M +362,427 +4%
BlackRock
8
BlackRock
New York
$1.98B +$998M +3,343,383 +61%
Jennison Associates
9
Jennison Associates
New York
$1.92B +$466M +1,560,709 +22%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.86B +$34.9M +116,794 +1%
Morgan Stanley
11
Morgan Stanley
New York
$1.71B -$25.6M -85,614 -1%
Goldman Sachs
12
Goldman Sachs
New York
$1.65B +$160M +535,122 +8%
State Street
13
State Street
Massachusetts
$1.09B +$574M +1,922,256 +65%
KM
14
Kora Management
New York
$779M
Franklin Resources
15
Franklin Resources
California
$676M -$27.5M -92,181 -3%
UBS AM
16
UBS AM
Illinois
$630M +$144M +483,345 +21%
ClearBridge Investments
17
ClearBridge Investments
New York
$628M +$119M +399,551 +17%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$571M +$295M +986,765 +63%
Artisan Partners
19
Artisan Partners
Wisconsin
$527M +$147M +493,365 +26%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$513M +$85.7M +287,173 +14%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$505M +$480M +1,609,473 +249%
SM
22
SCGE Management
California
$504M
GAMH
23
Greenwoods Asset Management (HK)
Hong Kong
$490M +$80.1M +268,388 +14%
Coatue Management
24
Coatue Management
New York
$489M -$5.37M -18,003 -0.8%
Norges Bank
25
Norges Bank
Norway
$483M -$112M -376,383 -15%

SE Hedge Fund Activity: Q4 2021 in Review

815 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sea Limited (SE) for Q4 2021, worth a combined $64.6B — down 29% from $91.4B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new SE positions and 144 closed out — a net gain of 8 holders — while 341 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $998M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.69B.

  • 815 institutional investors held Sea Limited (SE) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $64.6B of Sea Limited stock for Q4 2021, down 29% quarter-over-quarter.
  • 152 funds opened new Sea Limited positions in Q4 2021 and 144 closed out, a net change of +8 holders.
  • The largest Sea Limited buyer in Q4 2021 was BlackRock, an estimated $998M added.
  • The largest Sea Limited seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.69B sold.

Based on aggregated 13F filings for Q4 2021.