Vault-13

FULL TRUCK ALLIANCE CO LTD YMM

SPONSORED ADS · ADR · CUSIP 35969L108 · ISIN US35969L1089

127 institutional holders +22 vs Q3 2022
449,712,423449.7m shares reported held*
$3.6bnreported value*
31 new 41 added 33 reduced 13 sold out net bought ≈ $303.9m (+38.0m 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. Holder counts are more reliable. Implied quarter-end price ≈ $8.00. Options: 13 managers hold calls ($51.8m notional), 7 hold puts ($1.8m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 105Q4 22: 127127Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022105
Q4 2022127

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ3 22 calls: $2.5mQ3 22 puts: $1.1mQ3 22P/C 0.45Q4 22 calls: $51.8mQ4 22 puts: $1.8mQ4 22P/C 0.03
Numbers
QuarterCallsPutsP/C
Q3 2022$2.5m$1.1m0.45
Q4 2022$51.8m$1.8m0.03

Biggest buyers

BANK OF AMERICA CORP /DE/ New +13,332,911+13.3m
BlackRock Inc. Added +11,763,587+11.8m
RWC ASSET ADVISORS (US) LLC Added +5,607,331+5.6m
Pinpoint Asset Management Ltd Added +5,142,112+5.1m
SB INVESTMENT ADVISERS (UK) LTD Added +4,397,731+4.4m
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC Added +2,439,468+2.4m
FIL Ltd Added +2,436,980+2.4m
HCEP Management Ltd Added +2,000,000+2.0m
WFM ASIA (BVI) Ltd Added +1,905,600+1.9m
D. E. Shaw & Co., Inc. Added +1,737,422+1.7m

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -9,829,606-9.8m
HSG Holding Ltd Reduced -8,826,334-8.8m
Greenwoods Asset Management Hong Kong Ltd. Reduced -4,010,337-4.0m
FARALLON CAPITAL MANAGEMENT, L.L.C. Reduced -1,725,000-1.7m
Maytree Asset Management Ltd Sold out -1,117,228-1.1m
Krane Funds Advisors LLC Reduced -910,736-910.7k
Long Corridor Asset Management Ltd Reduced -900,000-900.0k
NOMURA HOLDINGS INC Reduced -820,516-820.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -739,935-739.9k
LAKE STREET ADVISORS GROUP, LLC Reduced -652,866-652.9k

Biggest calls

JANE STREET GROUP, LLC Added $17.0m2.1m shares
MILLENNIUM MANAGEMENT LLC New $9.2m1.1m shares
Parallax Volatility Advisers, L.P. New $8.0m1.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.3m660.1k shares
SIMPLEX TRADING, LLC Added $4.1m514.1k shares
UBS Group AG New $4.0m500.0k shares
GROUP ONE TRADING LLC Added $2.1m257.3k shares
Walleye Trading LLC New $800.0k100.0k shares
HAP Trading, LLC New $683.0k701.8k shares
CITADEL ADVISORS LLC Reduced $544.8k68.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $589.6k73.7k shares
JANE STREET GROUP, LLC Added $570.4k71.3k shares
CITADEL ADVISORS LLC Added $416.0k52.0k shares
SIMPLEX TRADING, LLC Reduced $125.0k15.7k shares
Belvedere Trading LLC New $82.4k10.3k shares
GROUP ONE TRADING LLC New $19.2k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First Beijing Investment Ltd 13G · passive investor +1.4 pts · filed 2026-05-13 9.6% +1.4 pts 1.8bn 2026-05-13
SB INVESTMENT ADVISERS (UK) LTD 13G · exempt (held before listing) -2.5 pts · filed 2025-11-14 7.4% -2.5 pts 1.4bn 2025-11-14
FIL Ltd 13G · institution +1.3 pts · filed 2025-11-05 6.8% +1.3 pts 1.3bn 2025-11-05
Invesco Ltd. 13G · institution new · filed 2025-11-06 5.8% new 1.1bn 2025-11-06

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 All-Stars Investment Ltd 98.48% of their portfolio HONG KONG, K3 44,131,09744.1m $353.0m $353.0m 98.48% Unchanged
2 FARALLON CAPITAL MANAGEMENT, L.L.C. 2.25% of their portfolio SAN FRANCISCO, CA 43,439,74343.4m $347.5m $347.5m 2.25% Reduced -1.7m -1,725,000
3 Krane Funds Advisors LLC 10.80% of their portfolio NEW YORK, NY 33,043,38133.0m $264.3m $264.3m 10.80% Reduced -910.7k -910,736
4 SC US (TTGP), LTD. 3.40% of their portfolio Menlo Park, CA 32,209,49632.2m $257.7m $257.7m 3.40% Unchanged
5 HSG Holding Ltd 22.44% of their portfolio NA, K3 27,681,26327.7m $221.5m $221.5m 22.44% Reduced -8.8m -8,826,334
6 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 23,759,40123.8m $190.1m $190.1m 0.01% Added +318.9k +318,916
7 BAILLIE GIFFORD & CO 0.13% of their portfolio EDINBURGH, X0 15,832,03715.8m $126.7m $126.7m 0.13% Reduced -38.7k -38,718
8 ALKEON CAPITAL MANAGEMENT LLC 0.93% of their portfolio New York, NY 15,671,40615.7m $125.4m $125.4m 0.93% Added +726.6k +726,583
9 WFM ASIA (BVI) Ltd 11.78% of their portfolio HONG KONG, K3 13,798,45513.8m $110.4m $110.4m 11.78% Added +1.9m +1,905,600
10 RWC ASSET ADVISORS (US) LLC 9.39% of their portfolio MIAMI, FL 13,483,22313.5m $107.9m $107.9m 9.39% Added +5.6m +5,607,331
11 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 13,332,91113.3m $106.7m $106.7m 0.01% New
12 BlackRock Inc. 0.00% of their portfolio New York, NY 12,487,02012.5m $99.9m $99.9m 0.00% Added +11.8m +11,763,587
13 BAMCO INC /NY/ 0.32% of their portfolio NEW YORK, NY 11,879,96311.9m $95.0m $95.0m 0.32% Added +130.7k +130,698
14 FIL Ltd 0.10% of their portfolio HAMILTON, D0 10,664,70010.7m $85.3m $85.3m 0.10% Added +2.4m +2,436,980
15 JANUS HENDERSON GROUP PLC 0.06% of their portfolio LONDON, X0 9,723,2189.7m $77.8m $77.8m 0.06% Reduced -9.8m -9,829,606
16 Greenwoods Asset Management Hong Kong Ltd. 4.69% of their portfolio HONG KONG, K3 9,553,9779.6m $76.4m $76.4m 4.69% Reduced -4.0m -4,010,337
17 SB INVESTMENT ADVISERS (UK) LTD 0.58% of their portfolio LONDON, X0 8,735,6968.7m $69.9m $69.9m 0.58% Added +4.4m +4,397,731
18 NORGES BANK 0.02% of their portfolio OSLO, Q8 7,883,1377.9m $63.1m $63.1m 0.02% Reduced -389.5k -389,463
19 E Fund Management Co., Ltd. 3.95% of their portfolio GUANGZHOU, F4 5,939,6325.9m $47.5m $47.5m 3.95% Reduced -70.2k -70,244
20 Pinpoint Asset Management Ltd 10.25% of their portfolio HONG KONG, K3 5,333,6355.3m $42.7m $42.7m 10.25% Added +5.1m +5,142,112
21 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 5,209,0985.2m $41.7m $41.7m 0.04% Added +925.3k +925,348
22 HCEP Management Ltd 10.00% of their portfolio HONG KONG, K3 5,000,0005.0m $40.0m $40.0m 10.00% Added +2.0m +2,000,000
23 MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 4.18% of their portfolio SAN FRANCISCO, CA 4,423,1914.4m $35.4m $35.4m 4.18% Added +2.4m +2,439,468
24 RWC Asset Management LLP 1.05% of their portfolio LONDON, X0 4,187,6954.2m $33.5m $33.5m 1.05% Added +1.6m +1,599,053
25 HHLR ADVISORS, LTD. 0.70% of their portfolio GRAND CAYMAN, E9 4,127,1004.1m $33.0m $33.0m 0.70% Added +1.1m +1,100,000
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,897,5803.9m $31.2m $31.2m 0.00% Added +354.0k +354,021
27 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 3,832,8353.8m $30.7m $30.7m 0.01% Added +329.4k +329,416
28 Carmignac Gestion 0.54% of their portfolio PARIS, I0 3,746,7113.7m $30.0m $30.0m 0.54% Added +247.5k +247,458
29 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 3,213,9493.2m $25.7m $25.7m 0.05% Added +273.1k +273,073
30 CI INVESTMENTS INC. 0.11% of their portfolio TORONTO, Z4 2,806,2642.8m $22.4m $22.4m 0.11% Added +265.7k +265,710
31 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,686,4052.7m $21.5m $21.5m 0.01% Added +1.2m +1,165,912
32 Legal & General Group Plc 0.01% of their portfolio London, X0 2,656,2022.7m $21.2m $21.2m 0.01% Reduced -112.1k -112,138
33 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 2,580,3142.6m $20.6m $20.6m 0.02% First filing
34 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,558,8902.6m $20.5m $20.5m 0.00% Added +73.4k +73,425
35 HSBC HOLDINGS PLC 0.02% of their portfolio LONDON, X0 2,328,1382.3m $18.6m $18.6m 0.02% Reduced -85.2k -85,243
36 Blue Creek Capital Management Ltd 12.80% of their portfolio HONG KONG, K3 2,004,0002.0m $16.0m $16.0m 12.80% First filing
37 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 1,925,1611.9m $15.4m $15.4m 0.03% Added +1.7m +1,737,422
38 MACQUARIE GROUP LTD 0.02% of their portfolio Sydney, NSW 2000, C3 1,872,1751.9m $15.0m $15.0m 0.02% Unchanged
39 Robeco Institutional Asset Management B.V. 0.04% of their portfolio ROTTERDAM, P7 1,662,1281.7m $13.3m $13.3m 0.04% New
40 Highlander Partners, L.P. 17.27% of their portfolio DALLAS, TX 1,592,8001.6m $12.7m $12.7m 17.27% Added +203.8k +203,800
41 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,578,4961.6m $12.6m $12.6m 0.01% Added +851.2k +851,234
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,431,7341.4m $11.5m $11.5m 0.00% Added +743.9k +743,902
43 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 1,427,3561.4m $11.4m $11.4m 0.02% Added +416.6k +416,580
44 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 1,380,2061.4m $11.0m $11.0m 0.01% Reduced -26.3k -26,322
45 CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio TORONTO ONTARIO, A6 1,351,9001.4m $10.8m $10.8m 0.02% Added +799.4k +799,400
46 SB Global Advisers Ltd 1.20% of their portfolio LONDON, X0 1,291,2051.3m $10.3m $10.3m 1.20% Added +596.6k +596,566
47 CloudAlpha Capital Management Limited/Hong Kong 4.51% of their portfolio HONG KONG, K3 1,130,0001.1m $9.0m $9.0m 4.51% New
48 Quinn Opportunity Partners LLC 1.06% of their portfolio CHARLOTTESVILLE, VA 1,059,7511.1m $8.5m $8.5m 1.06% Reduced -464.2k -464,235
49 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 1,046,4891.0m $8.4m $8.4m 0.00% Unchanged
50 HarbourVest Partners LLC 2.57% of their portfolio Boston, MA 957,580957.6k $7.7m $7.7m 2.57% Unchanged
51 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 934,700934.7k $7.5m $7.5m 0.04% New
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 890,504890.5k $7.1m $7.1m 0.00% Added +8.9k +8,876
53 Long Corridor Asset Management Ltd 6.71% of their portfolio HONG KONG, K3 750,000750.0k $6.0m $6.0m 6.71% Reduced -900.0k -900,000
54 53 HOUSE LLP 1.29% of their portfolio LONDON, X0 665,996666.0k $5.3m $5.3m 1.29% New
55 UBS Group AG 0.00% of their portfolio ZURICH, V8 639,057639.1k $5.1m $5.1m 0.00% Reduced -146.5k -146,497
56 MIC Capital Management UK LLP 1.00% of their portfolio LONDON, X0 630,697630.7k $5.0m $5.0m 1.00% Unchanged
57 Penserra Capital Management LLC 0.10% of their portfolio ORINDA, CA 555,084555.1k $4.4m $4.4m 0.10% New
58 Parkwood LLC 0.88% of their portfolio CLEVELAND, OH 543,421543.4k $4.3m $4.3m 0.88% Unchanged
59 Alden Global Capital LLC 6.75% of their portfolio BRANDON, FL 496,700496.7k $4.0m $4.0m 6.75% New
60 CAPITAL FUND MANAGEMENT S.A. 0.09% of their portfolio PARIS, I0 484,823484.8k $3.9m $3.9m 0.09% Added +390.2k +390,216
61 Harvest Fund Management Co., Ltd 1.00% of their portfolio BEIJING, F4 483,556483.6k $3.9m $3.9m 1.00% Added +241.9k +241,934
62 Twenty Acre Capital LP 4.48% of their portfolio NEWTOWN, PA 461,400461.4k $3.7m $3.7m 4.48% Reduced -76.3k -76,300
63 Tairen Capital Ltd 0.41% of their portfolio HONG KONG, K3 437,292437.3k $3.5m $3.5m 0.41% Reduced -275.7k -275,708
64 LAKE STREET ADVISORS GROUP, LLC 0.23% of their portfolio PORTSMOUTH, NH 433,972434.0k $3.5m $3.5m 0.23% Reduced -652.9k -652,866
65 NOMURA HOLDINGS INC 0.03% of their portfolio TOKYO, M0 413,276413.3k $3.3m $3.3m 0.03% Reduced -820.5k -820,516
66 Hel Ved Capital Management Ltd 2.11% of their portfolio CENTRAL, K3 410,000410.0k $3.3m $3.3m 2.11% New
67 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 401,290401.3k $3.2m $3.2m 0.02% New
68 Alpine Investment Management Ltd 0.51% of their portfolio HONG KONG, K3 400,000400.0k $3.2m $3.2m 0.51% First filing
69 HRT FINANCIAL LP 0.04% of their portfolio NEW YORK, NY 370,643370.6k $3.0m $3.0m 0.04% Added +94.7k +94,738
70 Rock Creek Group LLC 0.36% of their portfolio Washington, DC 370,000370.0k $3.0m $3.0m 0.36% New
71 E Fund Management (Hong Kong) Co., Ltd. 2.16% of their portfolio CENTRAL, K3 317,321317.3k $2.5m $2.5m 2.16% Added +71.1k +71,112
72 LMR Partners LLP 0.05% of their portfolio LONDON, X0 316,637316.6k $2.5m $2.5m 0.05% New
73 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio Paris, I0 300,000300.0k $2.4m $2.4m 0.01% Added +100.0k +100,000
74 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 275,902275.9k $2.2m $2.2m 0.01% New
75 Collaborative Holdings Management LP 5.18% of their portfolio NEW YORK, NY 256,000256.0k $2.0m $2.0m 5.18% New
76 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 249,214249.2k $2.0m $2.0m 0.09% New
77 Renaissance Capital LLC 1.47% of their portfolio Stamford, CT 235,441235.4k $1.9m $1.9m 1.47% Reduced -7.2k -7,226
78 Tidal Investments LLC 0.07% of their portfolio Milwaukee, WI 216,035216.0k $1.7m $1.7m 0.07% New
79 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 201,798201.8k $1.6m $1.6m 0.01% Reduced -129.4k -129,415
80 PLATINUM INVESTMENT MANAGEMENT LTD 0.06% of their portfolio SYDNEY AUSTRALIA 2000, C3 199,091199.1k $1.6m $1.6m 0.06% Unchanged
81 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 187,777187.8k $1.5m $1.5m 0.01% New
82 Octahedron Capital Management L.P. 4.13% of their portfolio BURLINGAME, CA 186,300186.3k $1.5m $1.5m 4.13% Reduced -315.7k -315,700
83 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 173,934173.9k $1.4m $1.4m 0.01% Added +162.6k +162,612
84 Parametrica Management Ltd 2.57% of their portfolio WANCHAI, K3 156,739156.7k $1.3m $1.3m 2.57% New
85 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 139,654139.7k $1.1m $1.1m 0.00% Added +7.7k +7,668
86 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 128,058128.1k $1.0m $1.0m 0.00% New
87 OPTIMAS CAPITAL Ltd 0.93% of their portfolio CENTRAL, K3 118,500118.5k $948.0k $948.0k 0.93% Reduced -93.0k -93,000
88 Aperture Investors, LLC 0.15% of their portfolio New York, NY 117,243117.2k $937.9k $937.9k 0.15% New
89 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 116,419116.4k $931.4k $931.4k 0.00% Added +9.9k +9,876
90 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 113,318113.3k $906.5k $906.5k 0.03% New
91 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 107,869107.9k $863.0k $863.0k 0.00% Reduced -114.3k -114,325
92 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 94,17094.2k $753.0k $753.0k 0.01% Not comparable
93 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 85,79985.8k $686.4k $686.4k 0.00% Added +10.2k +10,155
94 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 84,14884.1k $673.2k $673.2k 0.00% Unchanged
95 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 78,34778.3k $626.8k $626.8k 0.00% New
96 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 75,44975.4k $604.0k $604.0k 0.00% Reduced -16.0k -15,971
97 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 74,50074.5k $596.0k $596.0k 0.00% New
98 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 73,10073.1k $584.8k $584.8k 0.00% Reduced -33.9k -33,900
99 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 70,87470.9k $567.0k $567.0k 0.00% Unchanged
100 China Universal Asset Management Co., Ltd. 0.22% of their portfolio SHANGHAI, F4 68,10068.1k $544.8k $544.8k 0.22% New