Vault-13

BAIDU INC BIDU

SPON ADR REP A · ADR · CUSIP 056752108 · ISIN US0567521085

Chinese web services company

501 institutional holders -14 vs Q3 2022
81,807,74281.8m shares reported held*
$9.4bnreported value*
65 new 142 added 174 reduced 86 sold out net bought ≈ $208.7m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($40.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $114.57. Options: 43 managers hold calls ($1.2bn notional), 33 hold puts ($844.0m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 515Q4 22: 501501Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022515
Q4 2022501

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bnQ3 22 calls: $1.1bnQ3 22 puts: $918.6mQ3 22P/C 0.87Q4 22 calls: $1.2bnQ4 22 puts: $844.0mQ4 22P/C 0.69
Numbers
QuarterCallsPutsP/C
Q3 2022$1.1bn$918.6m0.87
Q4 2022$1.2bn$844.0m0.69

Biggest buyers

MORGAN STANLEY Added +1,232,917+1.2m
AXIOM INVESTORS LLC /DE Added +986,939+986.9k
HCEP Management Ltd New +766,174+766.2k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Added +667,718+667.7k
UBS Group AG Added +599,278+599.3k
ALKEON CAPITAL MANAGEMENT LLC Added +555,221+555.2k
FengHe Fund Management Pte. Ltd. New +535,100+535.1k
Tiger Pacific Capital LP New +507,263+507.3k
HRT FINANCIAL LP Added +460,231+460.2k
Robeco Institutional Asset Management B.V. New +454,568+454.6k

Biggest sellers

PRICE T ROWE ASSOCIATES INC /MD/ Reduced -1,570,951-1.6m
BANK OF MONTREAL /CAN/ Reduced -1,248,162-1.2m
WELLINGTON MANAGEMENT GROUP LLP Reduced -1,155,494-1.2m
Maple Rock Capital Partners Inc. Sold out -546,200-546.2k
FMR LLC Reduced -493,601-493.6k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -464,803-464.8k
Dodge & Cox Reduced -405,400-405.4k
FIRST TRUST ADVISORS LP Reduced -400,640-400.6k
Oasis Management Co Ltd. Sold out -358,405-358.4k
Hudson Bay Capital Management LP Sold out -350,000-350.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $225.6m2.0m shares
CITADEL ADVISORS LLC Reduced $162.9m1.4m shares
JANE STREET GROUP, LLC Added $116.2m1.0m shares
GROUP ONE TRADING LLC Added $96.8m846.1k shares
IMC-Chicago, LLC Added $79.3m693.0k shares
BARCLAYS PLC First filing $66.4m580.6k shares
SIMPLEX TRADING, LLC Reduced $66.2m578.9k shares
CTC LLC Added $61.9m5.4k shares
PEAK6 Investments LLC Reduced $59.4m519.0k shares
UBS Group AG Added $38.6m337.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $178.4m1.5m shares
CITADEL ADVISORS LLC Reduced $106.4m930.0k shares
GROUP ONE TRADING LLC Added $55.8m488.0k shares
Walleye Trading LLC Reduced $55.1m481.3k shares
D. E. Shaw & Co., Inc. Added $50.7m443.5k shares
SIMPLEX TRADING, LLC Added $45.1m394.1k shares
BARCLAYS PLC First filing $43.3m378.2k shares
IMC-Chicago, LLC Added $36.6m320.1k shares
Parallax Volatility Advisers, L.P. Reduced $36.5m319.5k shares
JANE STREET GROUP, LLC Reduced $34.9m305.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRIMECAP MANAGEMENT CO/CA/ 0.99% of their portfolio PASADENA, CA 9,470,4849.5m $1.1bn $1.1bn 0.99% Reduced -69.8k -69,795
2 Dodge & Cox 0.50% of their portfolio San Francisco, CA 6,337,6556.3m $724.9m $724.9m 0.50% Reduced -405.4k -405,400
3 ARGA Investment Management, LP 16.66% of their portfolio STAMFORD, CT 3,415,9563.4m $390.7m $390.7m 16.66% Added +337.2k +337,153
4 ARIEL INVESTMENTS, LLC 3.31% of their portfolio CHICAGO, IL 2,852,8982.9m $326.3m $326.3m 3.31% Added +251.5k +251,451
5 BAILLIE GIFFORD & CO 0.32% of their portfolio EDINBURGH, X0 2,670,5692.7m $305.5m $305.5m 0.32% Reduced -8.8k -8,776
6 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 2,631,3312.6m $301.0m $301.0m 0.03% Added +1.2m +1,232,917
7 ALKEON CAPITAL MANAGEMENT LLC 2.15% of their portfolio New York, NY 2,526,2642.5m $289.0m $289.0m 2.15% Added +555.2k +555,221
8 Black Creek Investment Management Inc. 12.22% of their portfolio TORONTO, A6 2,505,0012.5m $286.5m $286.5m 12.22% Reduced -122.7k -122,680
9 AXIOM INVESTORS LLC /DE 5.56% of their portfolio GREENWICH, CT 2,468,5022.5m $282.3m $282.3m 5.56% Added +986.9k +986,939
10 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 1,950,6152.0m $223.1m $223.1m 0.04% Reduced -1.6m -1,570,951
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.29% of their portfolio BOSTON, MA 1,826,3851.8m $208.9m $208.9m 0.29% Added +390.2k +390,248
12 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 1,707,8691.7m $195.3m $195.3m 0.07% Reduced -35.1k -35,079
13 BlackRock Inc. 0.01% of their portfolio New York, NY 1,653,7951.7m $189.2m $189.2m 0.01% Added +44.7k +44,736
14 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 1,505,7891.5m $172.2m $172.2m 0.05% Reduced -346.4k -346,408
15 Mondrian Investment Partners LTD 3.63% of their portfolio LONDON, X0 1,433,2461.4m $163.9m $163.9m 3.63% Reduced -50.3k -50,320
16 FEDERATED HERMES, INC. 0.41% of their portfolio PITTSBURGH, PA 1,285,9951.3m $147.1m $147.1m 0.41% Added +86.8k +86,774
17 RENAISSANCE TECHNOLOGIES LLC 0.20% of their portfolio NEW YORK, NY 1,246,6991.2m $142.6m $142.6m 0.20% Reduced -51.6k -51,600
18 UBS Group AG 0.05% of their portfolio ZURICH, V8 945,734945.7k $108.2m $108.2m 0.05% Added +599.3k +599,278
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.20% of their portfolio BALA CYNWYD, PA 909,487909.5k $104.0m $104.0m 0.20% Added +324.8k +324,817
20 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.51% of their portfolio TORONTO, A6 882,300882.3k $100.9m $100.9m 0.51% Added +667.7k +667,718
21 CANADA PENSION PLAN INVESTMENT BOARD 0.17% of their portfolio TORONTO ONTARIO, A6 846,337846.3k $96.8m $96.8m 0.17% Reduced -325.0k -324,986
22 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 790,905790.9k $90.5m $90.5m 0.01% Added +210.2k +210,213
23 HCEP Management Ltd 21.91% of their portfolio HONG KONG, K3 766,174766.2k $87.6m $87.6m 21.91% New
24 BAMCO INC /NY/ 0.28% of their portfolio NEW YORK, NY 739,412739.4k $84.6m $84.6m 0.28% Reduced -251.2k -251,160
25 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 725,229725.2k $83.0m $83.0m 0.00% Reduced -68.4k -68,442
26 Bridgewater Associates, LP 0.44% of their portfolio Westport, CT 702,473702.5k $80.3m $80.3m 0.44% Reduced -218.8k -218,780
27 EARNEST PARTNERS LLC 0.49% of their portfolio ATLANTA, GA 701,819701.8k $80.3m $80.3m 0.49% Reduced -5.4k -5,358
28 MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio NEW YORK, NY 698,039698.0k $79.8m $79.8m 0.09% Added +440.2k +440,160
29 BARCLAYS PLC 0.07% of their portfolio LONDON, X0 683,769683.8k $78.2m $78.2m 0.07% First filing
30 MACQUARIE GROUP LTD 0.09% of their portfolio Sydney, NSW 2000, C3 666,715666.7k $76.3m $76.3m 0.09% Reduced -57.2k -57,233
31 RPD Fund Management LLC 33.33% of their portfolio New York, NY 636,768636.8k $72.8m $72.8m 33.33% Added +159.8k +159,759
32 PZENA INVESTMENT MANAGEMENT LLC 0.31% of their portfolio NEW YORK, NY 618,622618.6k $70.8m $70.8m 0.31% Reduced -131.2k -131,161
33 DEUTSCHE BANK AG\ 0.04% of their portfolio FRANKFURT AM MAIN, 2M 577,773577.8k $66.1m $66.1m 0.04% Reduced -83.8k -83,814
34 NAN FUNG TRINITY (HK) LTD 18.41% of their portfolio CENTRAL, HONG KONG, K3 560,221560.2k $64.1m $64.1m 18.41% Added +263.9k +263,896
35 Marathon Asset Management Ltd 1.72% of their portfolio London, X0 557,983558.0k $63.8m $63.8m 1.72% Added +186.4k +186,390
36 FengHe Fund Management Pte. Ltd. 8.28% of their portfolio Singapore, U0 535,100535.1k $61.2m $61.2m 8.28% New
37 Tiger Pacific Capital LP 14.06% of their portfolio NEW YORK, NY 507,263507.3k $58.0m $58.0m 14.06% New
38 BSN CAPITAL PARTNERS Ltd 3.38% of their portfolio 500,000500.0k $47.7m $47.7m 3.38% Unchanged
39 HRT FINANCIAL LP 0.82% of their portfolio NEW YORK, NY 494,529494.5k $56.6m $56.6m 0.82% Added +460.2k +460,231
40 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 493,310493.3k $56.4m $56.4m 0.02% Reduced -250.8k -250,838
41 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 491,398491.4k $56.1m $56.1m 0.07% Added +204.4k +204,380
42 SEI INVESTMENTS CO 0.12% of their portfolio OAKS, PA 489,688489.7k $56.0m $56.0m 0.12% Added +23.8k +23,849
43 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 462,603462.6k $52.9m $52.9m 0.01% Reduced -1.2m -1,155,494
44 ANTIPODES PARTNERS Ltd 1.89% of their portfolio ROYAL EXCHANGE, C3 460,245460.2k $52.6m $52.6m 1.89% Added +306.7k +306,691
45 Legal & General Group Plc 0.02% of their portfolio London, X0 456,896456.9k $52.3m $52.3m 0.02% Reduced -19.6k -19,636
46 Robeco Institutional Asset Management B.V. 0.15% of their portfolio ROTTERDAM, P7 454,568454.6k $52.0m $52.0m 0.15% New
47 Sanders Capital, LLC 0.13% of their portfolio West Palm Beach, FL 439,417439.4k $50.3m $50.3m 0.13% New
48 Balyasny Asset Management L.P. 0.17% of their portfolio Chicago, IL 425,872425.9k $48.7m $48.7m 0.17% Added +421.8k +421,756
49 Strategic Vision Investment Ltd 28.78% of their portfolio Hong Kong, K3 385,045385.0k $44.0m $44.0m 28.78% New
50 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 377,302377.3k $43.2m $43.2m 0.08% Added +188.7k +188,696
51 Alta Park Capital, LP 5.74% of their portfolio San Francisco, CA 358,655358.7k $41.0m $41.0m 5.74% New
52 GMT Capital Corp 1.79% of their portfolio ATLANTA, GA 338,227338.2k $38.7m $38.7m 1.79% Added +127.0k +127,000
53 Clark Capital Management Group, Inc. 0.34% of their portfolio PHILADELPHIA, PA 325,563325.6k $37.2m $37.2m 0.34% Added +164.2k +164,185
54 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 322,194322.2k $36.9m $36.9m 0.06% Reduced -20.2k -20,218
55 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 314,194314.2k $35.9m $35.9m 0.02% Reduced -6.1k -6,092
56 MARSHALL WACE, LLP 0.09% of their portfolio LONDON, X0 303,155303.2k $34.7m $34.7m 0.09% Added +279.2k +279,160
57 LOOMIS SAYLES & CO L P 0.07% of their portfolio BOSTON, MA 298,958299.0k $34.2m $34.2m 0.07% Reduced -10.3k -10,291
58 NORDEA INVESTMENT MANAGEMENT AB 0.05% of their portfolio STOCKHOLM, V7 294,269294.3k $34.1m $34.1m 0.05% Reduced -45.4k -45,366
59 NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio ALBANY, NY 292,890292.9k $33.5m $33.5m 0.05% Reduced -108.8k -108,842
60 Handelsbanken Fonder AB 0.20% of their portfolio STOCKHOLM, V7 277,347277.3k $31.7m $31.7m 0.20% Added +34.7k +34,700
61 Scharf Investments, LLC 0.99% of their portfolio LOS GATOS, CA 264,020264.0k $30.2m $30.2m 0.99% Added +68.1k +68,141
62 OLD MISSION CAPITAL LLC 1.31% of their portfolio CHICAGO, IL 261,978262.0k $30.0m $30.0m 1.31% New
63 DekaBank Deutsche Girozentrale 0.08% of their portfolio FRANKFURT, 2M 260,456260.5k $29.5m $29.5m 0.08% Reduced -13.1k -13,050
64 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 249,493249.5k $28.5m $28.5m 0.01% Reduced -46.8k -46,844
65 NISA INVESTMENT ADVISORS, LLC 0.22% of their portfolio ST. LOUIS, MO 249,000249.0k $28.5m $28.5m 0.22% New
66 AVIVA PLC 0.13% of their portfolio LONDON, X0 222,297222.3k $25.4m $25.4m 0.13% Added +7.9k +7,938
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 221,192221.2k $25.3m $25.3m 0.00% Reduced -14.3k -14,258
68 PICTET ASSET MANAGEMENT SA 0.04% of their portfolio GENEVA 73, V8 219,898219.9k $25.2m $25.2m 0.04% Added +189.3k +189,263
69 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 211,475211.5k $24.2m $24.2m 0.03% Reduced -83.6k -83,623
70 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 211,126211.1k $39.3m $39.3m 0.02% Reduced -1.2m -1,248,162
71 Point72 Hong Kong Ltd 7.73% of their portfolio HONG KONG, K3 206,124206.1k $23.6m $23.6m 7.73% Added +156.0k +155,967
72 Point72 Asset Management, L.P. 0.09% of their portfolio STAMFORD, CT 204,800204.8k $23.4m $23.4m 0.09% New
73 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 202,480202.5k $23.2m $23.2m 0.03% Reduced -67.2k -67,222
74 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 195,868195.9k $22.4m $22.4m 0.06% Reduced -158.2k -158,192
75 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 193,799193.8k $22.3m $22.3m 0.02% Reduced -13.3k -13,305
76 FIL Ltd 0.03% of their portfolio HAMILTON, D0 191,963192.0k $22.0m $22.0m 0.03% Reduced -286.9k -286,867
77 Mariner, LLC 0.07% of their portfolio Overland Park, KS 188,992189.0k $21.6m $21.6m 0.07% Added +148 +148
78 Schonfeld Strategic Advisors LLC 0.18% of their portfolio NEW YORK, NY 186,203186.2k $21.3m $21.3m 0.18% Added +102.2k +102,203
79 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 174,435174.4k $20.0m $20.0m 0.00% Reduced -34.0k -34,021
80 M&G INVESTMENT MANAGEMENT LTD 0.14% of their portfolio London, X0 166,108166.1k $18.9m $18.9m 0.14% Reduced -241.4k -241,408
81 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 164,246164.2k $18.8m $18.8m 0.00% Added +11.2k +11,240
82 Lombard Odier Asset Management (Europe) Ltd 0.77% of their portfolio LONDON, X0 157,976158.0k $18.1m $18.1m 0.77% Added +24.5k +24,462
83 Russell Investments Group, Ltd. 0.04% of their portfolio Seattle, WA 151,147151.1k $17.3m $17.3m 0.04% Reduced -14.7k -14,703
84 ExodusPoint Capital Management, LP 0.26% of their portfolio NEW YORK, NY 148,703148.7k $17.0m $17.0m 0.26% Added +129.7k +129,672
85 TODD ASSET MANAGEMENT LLC 0.39% of their portfolio Louisville, KY 141,709141.7k $16.2m $16.2m 0.39% Added +1.8k +1,779
86 Connor, Clark & Lunn Investment Management Ltd. 0.09% of their portfolio VANCOUVER, A1 137,934137.9k $15.8m $15.8m 0.09% Added +7.3k +7,269
87 KBC Group NV 0.07% of their portfolio Brussels, C9 134,456134.5k $15.4m $15.4m 0.07% Reduced -75.3k -75,268
88 Cubist Systematic Strategies, LLC 0.13% of their portfolio STAMFORD, CT 133,978134.0k $15.3m $15.3m 0.13% Added +34.7k +34,720
89 Perpetual Investment Management Ltd 1.75% of their portfolio Sydney, C3 128,190128.2k $14.7m $14.7m 1.75% Added +9.7k +9,695
90 GROUP ONE TRADING LLC 0.49% of their portfolio CHICAGO, IL 127,721127.7k $14.6m $14.6m 0.49% Added +115.8k +115,755
91 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 127,453127.5k $14.6m $14.6m 0.02% Added +98.6k +98,568
92 Ardmore Road Asset Management LP 7.42% of their portfolio WESTPORT, CT 125,000125.0k $14.3m $14.3m 7.42% Added +25.0k +25,000
93 Ergoteles LLC 0.49% of their portfolio NEW YORK, NY 115,909115.9k $13.3m $13.3m 0.49% New
94 CAUSEWAY CAPITAL MANAGEMENT LLC 0.37% of their portfolio LOS ANGELES, CA 112,516112.5k $12.9m $12.9m 0.37% Reduced -66.9k -66,919
95 Amundi 0.01% of their portfolio Paris, I0 111,953112.0k $15.5m $15.5m 0.01% Added +61.4k +61,356
96 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 111,087111.1k $12.7m $12.7m 0.01% Added +927 +927
97 STRS OHIO 0.06% of their portfolio COLUMBUS, OH 107,309107.3k $12.3m $12.3m 0.06% Reduced -8.2k -8,150
98 Holocene Advisors, LP 0.08% of their portfolio New York, NY 106,245106.2k $12.2m $12.2m 0.08% New
99 Man Group plc 0.04% of their portfolio LONDON, X0 106,196106.2k $12.1m $12.1m 0.04% Reduced -139.5k -139,454
100 Woodline Partners LP 0.16% of their portfolio San Francisco, CA 100,640100.6k $11.5m $11.5m 0.16% Added +60.0k +60,040