Vault-13

BAIDU INC BIDU

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

Chinese web services company

438 institutional holders -62 vs Q3 2024
69,286,54069.3m shares reported held*
$5.8bnreported value*
42 new 125 added 152 reduced 123 sold out net sold ≈ $231.5m (-3.8m 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 ($20.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.36. Options: 42 managers hold calls ($1.2bn notional), 40 hold puts ($1.4bn).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 515Q4 22: 501Q1 23: 543Q2 23: 512Q3 23: 521Q4 23: 517Q1 24: 509Q2 24: 473Q3 24: 500Q4 24: 438438Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022515
Q4 2022501
Q1 2023543
Q2 2023512
Q3 2023521
Q4 2023517
Q1 2024509
Q2 2024473
Q3 2024500
Q4 2024438

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 23: 244 bought or addedQ1 23: 250 cut or sold outQ2 23: 203 bought or addedQ2 23: 260 cut or sold outQ2 23Q3 23: 220 bought or addedQ3 23: 234 cut or sold outQ4 23: 228 bought or addedQ4 23: 245 cut or sold outQ4 23Q1 24: 258 bought or addedQ1 24: 238 cut or sold outQ2 24: 209 bought or addedQ2 24: 254 cut or sold outQ2 24Q3 24: 225 bought or addedQ3 24: 214 cut or sold outQ4 24: 167 bought or addedQ4 24: 275 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023244250
Q2 2023203260
Q3 2023220234
Q4 2023228245
Q1 2024258238
Q2 2024209254
Q3 2024225214
Q4 2024167275

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bn$2bnQ1 24 calls: $834.6mQ1 24 puts: $984.9mQ1 24P/C 1.18Q2 24 calls: $787.7mQ2 24 puts: $887.2mQ2 24P/C 1.13Q3 24 calls: $1.7bnQ3 24 puts: $1.3bnQ3 24P/C 0.77Q4 24 calls: $1.2bnQ4 24 puts: $1.4bnQ4 24P/C 1.12
Numbers
QuarterCallsPutsP/C
Q1 2024$834.6m$984.9m1.18
Q2 2024$787.7m$887.2m1.13
Q3 2024$1.7bn$1.3bn0.77
Q4 2024$1.2bn$1.4bn1.12

Biggest buyers

UBS Group AG Added +1,606,853+1.6m
JANE STREET GROUP, LLC Added +1,089,039+1.1m
Orbis Allan Gray Ltd Added +1,086,248+1.1m
WELLS FARGO & COMPANY/MN Added +649,543+649.5k
FIL Ltd Added +471,497+471.5k
M&G PLC Added +364,651+364.7k
IMC-Chicago, LLC Added +339,165+339.2k
Mirae Asset Global Investments Co., Ltd. Added +330,627+330.6k
CANTOR FITZGERALD, L. P. Added +307,645+307.6k
Hudson Bay Capital Management LP New +300,000+300.0k

Biggest sellers

Sanders Capital, LLC Sold out -2,605,728-2.6m
JPMORGAN CHASE & CO Reduced -2,180,868-2.2m
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Reduced -1,054,708-1.1m
MORGAN STANLEY Reduced -792,937-792.9k
Black Creek Investment Management Inc. Reduced -777,445-777.4k
ANTIPODES PARTNERS Ltd Reduced -549,743-549.7k
Alyeska Investment Group, L.P. Reduced -428,959-429.0k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Sold out -344,500-344.5k
NORGES BANK Sold out -319,116-319.1k
Clark Capital Management Group, Inc. Sold out -312,956-313.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $409.1m4.9m shares
CITADEL ADVISORS LLC Added $180.9m2.1m shares
IMC-Chicago, LLC Reduced $86.2m1.0m shares
PEAK6 LLC First filing $79.8m946.7k shares
SIMPLEX TRADING, LLC Added $70.1m830.9k shares
UBS Group AG Added $65.3m774.6k shares
Jefferies Financial Group Inc. New $47.5m563.4k shares
WOLVERINE TRADING, LLC New $45.5m540.9k shares
JANE STREET GROUP, LLC Reduced $40.5m480.1k shares
Squarepoint Ops LLC Reduced $28.4m337.3k shares

Biggest puts

JANE STREET GROUP, LLC Added $282.4m3.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $182.2m2.2m shares
CITADEL ADVISORS LLC Reduced $164.0m1.9m shares
PEAK6 LLC First filing $89.1m1.1m shares
UBS Group AG Added $85.1m1.0m shares
D. E. Shaw & Co., Inc. Added $79.8m946.2k shares
IMC-Chicago, LLC Added $69.0m818.4k shares
Walleye Trading LLC Added $68.0m807.1k shares
WELLS FARGO & COMPANY/MN New $56.0m663.8k shares
SIMPLEX TRADING, LLC Reduced $41.2m488.6k 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 2024

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 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRIMECAP MANAGEMENT CO/CA/ 0.79% of their portfolio PASADENA, CA 12,114,23612.1m $1.0bn $1.0bn 0.79% Reduced -9.6k -9,620
2 Dodge & Cox 0.29% of their portfolio San Francisco, CA 5,916,2155.9m $498.8m $498.8m 0.29% Added +22.0k +22,000
3 Orbis Allan Gray Ltd 1.84% of their portfolio HamiltoN, D0 4,060,8194.1m $342.4m $342.4m 1.84% Added +1.1m +1,086,248
4 Pictet Asset Management Holding SA 0.22% of their portfolio CAROUGE, V8 2,410,3072.4m $203.2m $203.2m 0.22% Added +208.0k +207,966
5 Black Creek Investment Management Inc. 9.12% of their portfolio TORONTO, A6 2,286,8602.3m $192.8m $192.8m 9.12% Reduced -777.4k -777,445
6 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,275,2392.3m $191.8m $191.8m 0.04% Added +1.6m +1,606,853
7 JANE STREET GROUP, LLC 0.28% of their portfolio NEW YORK, NY 2,040,6192.0m $172.0m $172.0m 0.28% Added +1.1m +1,089,039
8 Robeco Institutional Asset Management B.V. 0.30% of their portfolio ROTTERDAM, P7 1,882,1221.9m $158.7m $158.7m 0.30% Reduced -235.7k -235,725
9 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,807,1561.8m $152.4m $152.4m 0.01% Reduced -792.9k -792,937
10 FEDERATED HERMES, INC. 0.31% of their portfolio PITTSBURGH, PA 1,690,2591.7m $142.5m $142.5m 0.31% Reduced -226.7k -226,703
11 APPALOOSA LP 1.99% of their portfolio Short Hills, NJ 1,527,9091.5m $128.8m $128.8m 1.99% Added +102.9k +102,909
12 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,350,3151.4m $113.8m $113.8m 0.03% Added +4.2k +4,236
13 CoreView Capital Management Ltd 11.09% of their portfolio HONG KONG, K3 1,262,0031.3m $106.4m $106.4m 11.09% Added +25.2k +25,220
14 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 1,011,7921.0m $85.3m $85.3m 0.01% Reduced -2.1k -2,120
15 MACQUARIE GROUP LTD 0.10% of their portfolio Sydney, NSW 2000, C3 967,251967.3k $81.5m $81.5m 0.10% Reduced -4.1k -4,130
16 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 913,466913.5k $77.0m $77.0m 0.01% Added +56.3k +56,320
17 RPD Fund Management LLC 29.42% of their portfolio New York, NY 856,895856.9k $72.2m $72.2m 29.42% First filing
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 738,884738.9k $62.3m $62.3m 0.00% Reduced -2.2m -2,180,868
19 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 720,734720.7k $60.8m $60.8m 0.01% Added +649.5k +649,543
20 NAN FUNG TRINITY (HK) LTD 12.35% of their portfolio CENTRAL, HONG KONG, K3 717,621717.6k $60.5m $60.5m 12.35% Reduced -98.7k -98,700
21 EARNEST PARTNERS LLC 0.25% of their portfolio ATLANTA, GA 656,582656.6k $55.4m $55.4m 0.25% Reduced -13.6k -13,598
22 North of South Capital LLP 6.30% of their portfolio LONDON, X0 614,847614.8k $51.8m $51.8m 6.30% Added +97.5k +97,549
23 FIL Ltd 0.05% of their portfolio HAMILTON, D0 599,918599.9k $50.6m $50.6m 0.05% Added +471.5k +471,497
24 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 569,856569.9k $48.0m $48.0m 0.04% Reduced -265.0k -264,962
25 Mondrian Investment Partners LTD 0.82% of their portfolio LONDON, X0 548,911548.9k $49.7m $49.7m 0.82% Reduced -53.1k -53,083
26 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 526,444526.4k $44.4m $44.4m 0.01% Added +103.0k +102,972
27 M&G PLC 0.27% of their portfolio London, X0 515,741515.7k $43.3m $43.3m 0.27% Added +364.7k +364,651
28 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 455,062455.1k $38.4m $38.4m 0.02% Added +173.1k +173,131
29 GMT Capital Corp 1.70% of their portfolio ATLANTA, GA 413,127413.1k $34.8m $34.8m 1.70% Added +33.9k +33,900
30 Walleye Trading LLC 0.68% of their portfolio NEW YORK, NY 409,527409.5k $34.5m $34.5m 0.68% Added +273.3k +273,298
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio BALA CYNWYD, PA 406,780406.8k $34.3m $34.3m 0.05% Reduced -33.7k -33,682
32 CANTOR FITZGERALD, L. P. 1.29% of their portfolio NEW YORK, NY 399,975400.0k $33.7m $33.7m 1.29% Added +307.6k +307,645
33 IMC-Chicago, LLC 0.89% of their portfolio CHICAGO, IL 386,367386.4k $32.6m $32.6m 0.89% Added +339.2k +339,165
34 SG Americas Securities, LLC 0.14% of their portfolio NEW YORK, NY 381,456381.5k $32.2m $32.2m 0.14% Added +224.9k +224,938
35 Capital World Investors 0.00% of their portfolio LOS ANGELES, CA 377,030377.0k $31.8m $31.8m 0.00% Reduced -1.4k -1,437
36 Mirae Asset Global Investments Co., Ltd. 0.12% of their portfolio SEOUL, M5 360,378360.4k $30.3m $30.3m 0.12% Added +330.6k +330,627
37 Legal & General Group Plc 0.01% of their portfolio London, X0 359,098359.1k $30.3m $30.3m 0.01% Reduced -8.6k -8,619
38 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 358,399358.4k $30.2m $30.2m 0.04% Reduced -104.5k -104,500
39 ARIEL INVESTMENTS, LLC 0.32% of their portfolio CHICAGO, IL 355,193355.2k $29.9m $29.9m 0.32% Reduced -19.9k -19,918
40 Contrarius Group Holdings Ltd 1.67% of their portfolio Hamilton, D0 324,141324.1k $27.3m $27.3m 1.67% First filing
41 PZENA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio NEW YORK, NY 319,787319.8k $27.0m $27.0m 0.09% Reduced -10.3k -10,344
42 Alyeska Investment Group, L.P. 0.10% of their portfolio CHICAGO, IL 306,868306.9k $25.9m $25.9m 0.10% Reduced -429.0k -428,959
43 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 306,754306.8k $25.9m $25.9m 0.02% Added +10.6k +10,564
44 NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio STOCKHOLM, V7 303,591303.6k $25.7m $25.7m 0.03% Reduced -46.2k -46,177
45 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 302,908302.9k $25.5m $25.5m 0.01% Reduced -9.7k -9,727
46 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 302,780302.8k $25.5m $25.5m 0.06% Added +170.5k +170,522
47 Hudson Bay Capital Management LP 0.15% of their portfolio STAMFORD, CT 300,000300.0k $25.3m $25.3m 0.15% New
48 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 298,702298.7k $25.2m $25.2m 0.03% Added +5.6k +5,642
49 Brandywine Global Investment Management, LLC 0.18% of their portfolio PHILADELPHIA, PA 289,642289.6k $24.4m $24.4m 0.18% Added +101.9k +101,880
50 DekaBank Deutsche Girozentrale 0.05% of their portfolio FRANKFURT, 2M 286,775286.8k $24.5m $24.5m 0.05% Unchanged
51 SIMPLEX TRADING, LLC 0.63% of their portfolio CHICAGO, IL 263,179263.2k $22.2m $22.2m 0.63% Added +58.4k +58,389
52 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 261,089261.1k $22.0m $22.0m 0.02% Reduced -842 -842
53 LOOMIS SAYLES & CO L P 0.03% of their portfolio BOSTON, MA 251,344251.3k $21.2m $21.2m 0.03% Reduced -6.2k -6,237
54 Capula Management Ltd 0.14% of their portfolio Grand Cayman, E9 250,000250.0k $21.1m $21.1m 0.14% Not comparable
55 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 241,572241.6k $20.4m $20.4m 0.02% Reduced -80.4k -80,364
56 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 240,654240.7k $20.3m $20.3m 0.00% Added +98.2k +98,178
57 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio CAUSEWAY BAY, K3 234,832234.8k $19.8m $19.8m 0.04% Added +3.5k +3,494
58 Squarepoint Ops LLC 0.05% of their portfolio NEW YORK, NY 230,777230.8k $19.5m $19.5m 0.05% Added +103.6k +103,603
59 Slate Path Capital LP 0.33% of their portfolio New York, NY 215,100215.1k $18.1m $18.1m 0.33% Added +32.2k +32,200
60 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 206,181206.2k $17.4m $17.4m 0.00% Reduced -6.5k -6,462
61 BANK OF NOVA SCOTIA 0.03% of their portfolio TORONTO, A6 200,029200.0k $16.9m $16.9m 0.03% Reduced -40.0k -40,000
62 Bridgewater Associates, LP 0.08% of their portfolio Westport, CT 196,590196.6k $16.6m $16.6m 0.08% Added +82.3k +82,306
63 BlackRock, Inc. 0.00% of their portfolio New York, NY 194,712194.7k $16.4m $16.4m 0.00% Reduced -3.3k -3,334
64 Triata Capital Ltd 6.76% of their portfolio HONG KONG, K3 193,425193.4k $16.3m $16.3m 6.76% First filing
65 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 192,261192.3k $16.2m $16.2m 0.01% Reduced -6.1k -6,132
66 Monaco Asset Management SAM 6.80% of their portfolio Monaco, O9 181,371181.4k $15.3m $15.3m 6.80% Added +59.4k +59,401
67 Infini Capital Management Ltd 19.22% of their portfolio CENTRAL, K3 180,360180.4k $15.2m $15.2m 19.22% Added +169.2k +169,160
68 TODD ASSET MANAGEMENT LLC 0.36% of their portfolio Louisville, KY 176,338176.3k $14.9m $14.9m 0.36% Added +54.2k +54,198
69 Maple Rock Capital Partners Inc. 1.04% of their portfolio Toronto, A6 170,200170.2k $14.3m $14.3m 1.04% Reduced -235.8k -235,800
70 683 Capital Management, LLC 1.41% of their portfolio NEW YORK, NY 170,000170.0k $14.3m $14.3m 1.41% Added +5.0k +5,000
71 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 166,858166.9k $14.1m $14.1m 0.00% Added +27.1k +27,057
72 SHAH CAPITAL MANAGEMENT 2.80% of their portfolio RALEIGH, NC 164,656164.7k $13.9m $13.9m 2.80% Reduced -344 -344
73 GROUP ONE TRADING LLC 0.47% of their portfolio CHICAGO, IL 163,102163.1k $13.8m $13.8m 0.47% Added +94.6k +94,590
74 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 159,293159.3k $13.4m $13.4m 0.02% Reduced -63.4k -63,416
75 Schonfeld Strategic Advisors LLC 0.08% of their portfolio NEW YORK, NY 152,905152.9k $12.9m $12.9m 0.08% Added +140.7k +140,718
76 Clearline Capital LP 1.69% of their portfolio NEW YORK, NY 151,115151.1k $12.7m $12.7m 1.69% Reduced -35.4k -35,447
77 LMR Partners LLP 0.20% of their portfolio LONDON, X0 136,013136.0k $11.5m $11.5m 0.20% New
78 Penserra Capital Management LLC 0.20% of their portfolio ORINDA, CA 129,747129.7k $10.9m $10.9m 0.20% Added +85.5k +85,457
79 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 126,134126.1k $10.6m $10.6m 0.00% Reduced -48.0k -47,954
80 Scion Asset Management, LLC 13.61% of their portfolio Saratoga, CA 125,000125.0k $10.5m $10.5m 13.61% Unchanged
81 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 123,194123.2k $10.4m $10.4m 0.01% Added +35.8k +35,766
82 Quinn Opportunity Partners LLC 0.74% of their portfolio CHARLOTTESVILLE, VA 122,000122.0k $10.3m $10.3m 0.74% Added +297 +297
83 PRELUDE CAPITAL MANAGEMENT, LLC 0.86% of their portfolio NEW YORK, NY 121,319121.3k $10.2m $10.2m 0.86% Added +2.7k +2,728
84 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 120,628120.6k $10.2m $10.2m 0.00% Added +1.0k +1,020
85 Alberta Investment Management Corp 0.07% of their portfolio EDMONTON, A0 118,482118.5k $10.0m $10.0m 0.07% Unchanged
86 PEAK6 LLC 0.37% of their portfolio AUSTIN, TX 112,740112.7k $9.5m $9.5m 0.37% First filing
87 EXCHANGE TRADED CONCEPTS, LLC 0.19% of their portfolio Oklahoma City, OK 111,186111.2k $9.4m $9.4m 0.19% Added +20.0k +20,019
88 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.08% of their portfolio FRANKFORT, KY 108,800108.8k $9.2m $9.2m 0.08% Added +38.3k +38,290
89 Saba Capital Management, L.P. 0.23% of their portfolio NEW YORK, NY 107,068107.1k $9.0m $9.0m 0.23% Added +23.6k +23,649
90 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 105,103105.1k $8.9m $8.9m 0.00% Added +44.6k +44,567
91 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 104,724104.7k $8.8m $8.8m 0.02% Added +9.3k +9,333
92 Walleye Capital LLC 0.08% of their portfolio NEW YORK, NY 104,674104.7k $8.8m $8.8m 0.08% Added +43.6k +43,604
93 Quaker Capital Investments, LLC 3.20% of their portfolio MOUNT LEBANON, PA 102,100102.1k $8.6m $8.6m 3.20% Added +9.6k +9,600
94 Handelsbanken Fonder AB 0.03% of their portfolio STOCKHOLM, V7 98,80298.8k $8.3m $8.3m 0.03% Reduced -84.0k -84,015
95 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 93,89793.9k $7.9m $7.9m 0.00% Reduced -144.5k -144,467
96 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 91,56491.6k $7.7m $7.7m 0.01% Added +81.7k +81,679
97 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 86,80886.8k $7.3m $7.3m 0.00% Added +76.2k +76,162
98 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 85,93285.9k $7.2m $7.2m 0.01% Reduced -23.5k -23,526
99 NOMURA HOLDINGS INC 0.04% of their portfolio TOKYO, M0 84,89384.9k $7.2m $7.2m 0.04% Added +53.0k +52,954
100 Leonteq Securities AG 0.69% of their portfolio ZURICH, V8 83,42183.4k $7.0m $7.0m 0.69% Reduced -7.5k -7,545