Vault-13

JD.COM INC JD

SPON ADS CL A · ADR · CUSIP 47215P106 · ISIN US47215P1066

Chinese e-commerce company

435 institutional holders -20 vs Q4 2023
278,478,175278.5m shares reported held*
$7.6bnreported value*
68 new 143 added 145 reduced 89 sold out net bought ≈ $202.4m (+6.8m 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 ($25.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.44. Options: 49 managers hold calls ($1.3bn notional), 42 hold puts ($1.0bn).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 547Q4 22: 561Q1 23: 514Q2 23: 483Q3 23: 437Q4 23: 455Q1 24: 435435Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022547
Q4 2022561
Q1 2023514
Q2 2023483
Q3 2023437
Q4 2023455
Q1 2024435

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 22: 217 bought or addedQ4 22: 300 cut or sold outQ4 22Q1 23: 238 bought or addedQ1 23: 293 cut or sold outQ1 23Q2 23: 229 bought or addedQ2 23: 242 cut or sold outQ2 23Q3 23: 208 bought or addedQ3 23: 213 cut or sold outQ3 23Q4 23: 218 bought or addedQ4 23: 226 cut or sold outQ4 23Q1 24: 211 bought or addedQ1 24: 234 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022217300
Q1 2023238293
Q2 2023229242
Q3 2023208213
Q4 2023218226
Q1 2024211234

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bn$2bnQ2 23 calls: $1.5bnQ2 23 puts: $1.0bnQ2 23P/C 0.71Q3 23 calls: $1.3bnQ3 23 puts: $1.1bnQ3 23P/C 0.85Q4 23 calls: $1.7bnQ4 23 puts: $1.1bnQ4 23P/C 0.63Q1 24 calls: $1.3bnQ1 24 puts: $1.0bnQ1 24P/C 0.80
Numbers
QuarterCallsPutsP/C
Q2 2023$1.5bn$1.0bn0.71
Q3 2023$1.3bn$1.1bn0.85
Q4 2023$1.7bn$1.1bn0.63
Q1 2024$1.3bn$1.0bn0.80

Biggest buyers

FIL Ltd Added +6,262,350+6.3m
BANK OF AMERICA CORP /DE/ Added +5,187,972+5.2m
MORGAN STANLEY Added +4,493,655+4.5m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +3,912,957+3.9m
APPALOOSA LP New +3,649,863+3.6m
ALKEON CAPITAL MANAGEMENT LLC Added +3,150,000+3.1m
Contrarius Investment Management Ltd Added +2,769,598+2.8m
Discerene Group LP Added +2,207,619+2.2m
Dodge & Cox Added +1,986,500+2.0m
Nuveen Asset Management, LLC Added +1,899,037+1.9m

Biggest sellers

TIGER GLOBAL MANAGEMENT LLC Reduced -5,665,172-5.7m
NATIONAL BANK OF CANADA /FI/ Reduced -4,433,647-4.4m
Aspex Management (HK) Ltd Sold out -3,946,306-3.9m
MILLENNIUM MANAGEMENT LLC Reduced -2,394,969-2.4m
RENAISSANCE TECHNOLOGIES LLC Reduced -1,899,800-1.9m
HHLR ADVISORS, LTD. Reduced -1,389,900-1.4m
GOLDMAN SACHS GROUP INC Reduced -1,293,471-1.3m
Assenagon Asset Management S.A. Sold out -1,228,927-1.2m
Qube Research & Technologies Ltd Reduced -1,183,702-1.2m
Broad Peak Investment Holdings Ltd. Sold out -1,135,000-1.1m

Biggest calls

Yiheng Capital Management, L.P. Reduced $398.8m14.6m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $172.9m6.3m shares
SIMPLEX TRADING, LLC Added $99.8m3.6m shares
CITADEL ADVISORS LLC Reduced $72.4m2.6m shares
GOLDMAN SACHS GROUP INC Added $61.6m2.2m shares
D. E. Shaw & Co., Inc. Added $50.7m1.8m shares
IMC-Chicago, LLC Added $49.7m1.8m shares
Point72 Asset Management, L.P. New $34.2m1.2m shares
Hidden Lake Asset Management LP New $32.9m1.2m shares
Squarepoint Ops LLC Reduced $28.7m1.0m shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $273.3m10.0m shares
D. E. Shaw & Co., Inc. Added $122.9m4.5m shares
CITADEL ADVISORS LLC Added $98.9m3.6m shares
JANE STREET GROUP, LLC Added $82.4m3.0m shares
SIMPLEX TRADING, LLC Added $81.0m3.0m shares
Walleye Trading LLC Reduced $56.2m2.1m shares
GOLDMAN SACHS GROUP INC Reduced $27.0m985.0k shares
IMC-Chicago, LLC Added $25.4m926.2k shares
GTS SECURITIES LLC Reduced $24.6m899.2k shares
MILLENNIUM MANAGEMENT LLC Reduced $24.1m878.2k 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
Liu Qiangdong 13G · exempt (held before listing) filed 2025-05-13 12.5% 362.3m 2025-05-13

Insider purchases and sales in Q1 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 Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 27,747,67527.7m $760.0m $760.0m 0.02% Added +4.5m +4,493,655
2 Dodge & Cox 0.38% of their portfolio San Francisco, CA 23,931,04923.9m $655.5m $655.5m 0.38% Added +2.0m +1,986,500
3 Invesco Ltd. 0.09% of their portfolio ATLANTA, GA 15,794,26315.8m $432.6m $432.6m 0.09% Reduced -338.5k -338,518
4 FIL Ltd 0.34% of their portfolio HAMILTON, D0 12,472,89612.5m $341.6m $341.6m 0.34% Added +6.3m +6,262,350
5 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03% of their portfolio JUPITER, FL 10,310,35310.3m $282.4m $282.4m 1.03% Added +3.9m +3,912,957
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 9,401,7489.4m $257.5m $257.5m 0.01% Added +1.5m +1,498,948
7 Newlands Management Operations LLC 2.00% of their portfolio DALLAS, TX 9,037,1909.0m $247.5m $247.5m 2.00% Unchanged
8 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,593,0306.6m $180.6m $180.6m 0.02% Added +5.2m +5,187,972
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.26% of their portfolio BALA CYNWYD, PA 6,467,1876.5m $177.1m $177.1m 0.26% Added +1.2m +1,240,860
10 ALKEON CAPITAL MANAGEMENT LLC 0.96% of their portfolio New York, NY 6,386,2056.4m $174.9m $174.9m 0.96% Added +3.1m +3,150,000
11 TWO SIGMA ADVISERS, LP 0.38% of their portfolio NEW YORK, NY 5,934,4005.9m $162.5m $162.5m 0.38% Reduced -492.3k -492,300
12 LAZARD ASSET MANAGEMENT LLC 0.19% of their portfolio NEW YORK, NY 5,821,9345.8m $159.5m $159.5m 0.19% Added +1.4m +1,368,356
13 Discerene Group LP 22.07% of their portfolio STAMFORD, CT 5,554,8515.6m $152.1m $152.1m 22.07% Added +2.2m +2,207,619
14 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 1.74% of their portfolio LONDON, X0 5,300,0005.3m $145.2m $145.2m 1.74% Unchanged
15 JANE STREET GROUP, LLC 0.16% of their portfolio NEW YORK, NY 4,582,0764.6m $125.5m $125.5m 0.16% Added +752.7k +752,719
16 TWO SIGMA INVESTMENTS, LP 0.30% of their portfolio NEW YORK, NY 4,522,2584.5m $123.9m $123.9m 0.30% Added +273.8k +273,752
17 Davis Selected Advisers 0.67% of their portfolio Tucson, AZ 4,384,7824.4m $120.1m $120.1m 0.67% Reduced -105.3k -105,254
18 Nuveen Asset Management, LLC 0.03% of their portfolio CHICAGO, IL 4,298,0094.3m $117.7m $117.7m 0.03% Added +1.9m +1,899,037
19 Temasek Holdings (Private) Ltd 0.59% of their portfolio SINGAPORE, U0 3,906,7303.9m $107.0m $107.0m 0.59% Unchanged
20 FEDERATED HERMES, INC. 0.23% of their portfolio PITTSBURGH, PA 3,677,0043.7m $100.7m $100.7m 0.23% Added +764.9k +764,895
21 APPALOOSA LP 1.49% of their portfolio Short Hills, NJ 3,649,8633.6m $100.0m $100.0m 1.49% New
22 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.33% of their portfolio DALLAS, TX 3,549,1233.5m $97.2m $97.2m 0.33% Reduced -6.5k -6,490
23 Fisher Asset Management, LLC 0.05% of their portfolio PLANO, TX 3,544,2483.5m $97.1m $97.1m 0.05% Reduced -733.5k -733,474
24 Maple Rock Capital Partners Inc. 5.77% of their portfolio Toronto, A6 3,326,4383.3m $91.1m $91.1m 5.77% Added +586.5k +586,500
25 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 3,246,7583.2m $88.9m $88.9m 0.08% Reduced -510.8k -510,763
26 Yiheng Capital Management, L.P. 12.61% of their portfolio SAN FRANCISCO, CA 3,204,3613.2m $87.8m $87.8m 12.61% Added +114.5k +114,500
27 TIGER GLOBAL MANAGEMENT LLC 0.47% of their portfolio New York, NY 3,138,8193.1m $86.0m $86.0m 0.47% Reduced -5.7m -5,665,172
28 Contrarius Investment Management Ltd 4.90% of their portfolio St. Helier, Y9 3,094,4183.1m $84.8m $84.8m 4.90% Added +2.8m +2,769,598
29 MACQUARIE GROUP LTD 0.09% of their portfolio Sydney, NSW 2000, C3 2,959,8623.0m $81.1m $81.1m 0.09% Reduced -935.9k -935,906
30 CITADEL ADVISORS LLC 0.08% of their portfolio MIAMI, FL 2,874,1022.9m $78.7m $78.7m 0.08% Added +1.2m +1,167,295
31 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,823,4192.8m $77.3m $77.3m 0.02% Reduced -1.3m -1,293,471
32 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 2,640,4442.6m $72.3m $72.3m 0.06% Reduced -2.4m -2,394,969
33 Mitsubishi UFJ Trust & Banking Corp 0.15% of their portfolio TOKYO, M0 2,309,5212.3m $64.1m $64.1m 0.15% Reduced -979.7k -979,674
34 OAKTREE CAPITAL MANAGEMENT LP 0.97% of their portfolio LOS ANGELES, CA 2,218,1572.2m $60.8m $60.8m 0.97% Added +45.3k +45,259
35 FMR LLC 0.00% of their portfolio BOSTON, MA 2,131,5702.1m $58.4m $58.4m 0.00% Added +38.7k +38,716
36 BlackRock Inc. 0.00% of their portfolio New York, NY 2,057,0622.1m $56.3m $56.3m 0.00% Reduced -291.3k -291,322
37 Russell Investments Group, Ltd. 0.09% of their portfolio Seattle, WA 2,034,3932.0m $55.6m $55.6m 0.09% Added +24.4k +24,403
38 MARTIN CURRIE LTD 1.67% of their portfolio EDINBURGH, X0 1,983,1092.0m $54.3m $54.3m 1.67% Added +70.8k +70,827
39 MARSHALL WACE, LLP 0.08% of their portfolio LONDON, X0 1,864,2281.9m $51.1m $51.1m 0.08% Added +1.5m +1,467,785
40 SIMPLEX TRADING, LLC 1.32% of their portfolio CHICAGO, IL 1,656,0141.7m $45.4m $45.4m 1.32% Reduced -418.2k -418,232
41 53 HOUSE LLP 10.84% of their portfolio LONDON, X0 1,542,3171.5m $42.2m $42.2m 10.84% Added +349.0k +349,033
42 Point72 Asset Management, L.P. 0.12% of their portfolio STAMFORD, CT 1,519,2681.5m $41.6m $41.6m 0.12% Reduced -874.0k -873,979
43 Polunin Capital Partners Ltd 6.31% of their portfolio LONDON, X0 1,514,3001.5m $41.5m $41.5m 6.31% New
44 CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio TORONTO ONTARIO, A6 1,456,2631.5m $39.9m $39.9m 0.04% Added +129.8k +129,763
45 Driehaus Capital Management LLC 0.37% of their portfolio Chicago, IL 1,363,1691.4m $37.3m $37.3m 0.37% New
46 Carmignac Gestion 0.59% of their portfolio PARIS, I0 1,357,3791.4m $37.2m $37.2m 0.59% Added +392.3k +392,316
47 Legal & General Group Plc 0.01% of their portfolio London, X0 1,162,3411.2m $31.8m $31.8m 0.01% Added +195.6k +195,613
48 CoreView Capital Management Ltd 4.28% of their portfolio HONG KONG, K3 1,118,5001.1m $30.6m $30.6m 4.28% Reduced -340.7k -340,700
49 UBS Group AG 0.01% of their portfolio ZURICH, V8 995,037995.0k $27.3m $27.3m 0.01% Reduced -127.9k -127,863
50 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 910,102910.1k $24.9m $24.9m 0.04% Added +538.0k +537,985
51 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 895,700895.7k $24.5m $24.5m 0.04% Reduced -1.9m -1,899,800
52 Robeco Institutional Asset Management B.V. 0.05% of their portfolio ROTTERDAM, P7 858,288858.3k $23.5m $23.5m 0.05% Reduced -18.3k -18,329
53 M&G PLC 0.14% of their portfolio London, X0 848,901848.9k $22.9m $22.9m 0.14% First filing
54 Squarepoint Ops LLC 0.09% of their portfolio NEW YORK, NY 831,157831.2k $22.8m $22.8m 0.09% Added +175.7k +175,671
55 Handelsbanken Fonder AB 0.08% of their portfolio STOCKHOLM, V7 712,699712.7k $19.5m $19.5m 0.08% Reduced -9.4k -9,436
56 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 680,392680.4k $18.6m $18.6m 0.00% Reduced -28.3k -28,286
57 Genesis Investment Management, LLP 3.72% of their portfolio London, X0 651,232651.2k $17.8m $17.8m 3.72% Reduced -10.4k -10,400
58 TODD ASSET MANAGEMENT LLC 0.35% of their portfolio Louisville, KY 633,307633.3k $17.3m $17.3m 0.35% Added +58.3k +58,277
59 Long Focus Capital Management, LLC 1.98% of their portfolio SAN JUAN, PR 627,000627.0k $17.2m $17.2m 1.98% Added +409.0k +409,000
60 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 603,513603.5k $16.5m $16.5m 0.01% Reduced -957.2k -957,244
61 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 582,182582.2k $15.9m $15.9m 0.02% Reduced -413.1k -413,071
62 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% of their portfolio VICTORIA, A1 580,000580.0k $15.9m $15.9m 0.11% New
63 Schonfeld Strategic Advisors LLC 0.12% of their portfolio NEW YORK, NY 568,325568.3k $15.6m $15.6m 0.12% Reduced -289.1k -289,061
64 Perpetual Ltd 0.15% of their portfolio SYDNEY, NEW SOUTH WALES, C3 563,055563.1k $15.4m $15.4m 0.15% Added +15.7k +15,692
65 NFJ INVESTMENT GROUP, LLC 0.42% of their portfolio DALLAS, TX 562,640562.6k $15.4m $15.4m 0.42% Reduced -8.8k -8,782
66 PLATINUM INVESTMENT MANAGEMENT LTD 0.60% of their portfolio SYDNEY AUSTRALIA 2000, C3 542,506542.5k $14.9m $14.9m 0.60% Reduced -3.8k -3,837
67 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 524,650524.6k $14.4m $14.4m 0.02% Added +186.6k +186,604
68 Stonehage Fleming Financial Services Holdings Ltd 1.46% of their portfolio ST. HELIER, Y9 518,640518.6k $22.8m $22.8m 1.46% New
69 Slate Path Capital LP 0.27% of their portfolio New York, NY 506,000506.0k $13.9m $13.9m 0.27% New
70 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 479,038479.0k $13.1m $13.1m 0.01% Reduced -1.1m -1,126,225
71 Maxi Investments CY Ltd 3.53% of their portfolio LIMASSOL, G4 479,020479.0k $13.1m $13.1m 3.53% Unchanged
72 GROUP ONE TRADING LLC 0.46% of their portfolio CHICAGO, IL 477,381477.4k $13.1m $13.1m 0.46% Reduced -107.2k -107,209
73 COATUE MANAGEMENT LLC 0.05% of their portfolio New York, NY 460,351460.4k $12.6m $12.6m 0.05% Added +443.9k +443,920
74 Man Group plc 0.03% of their portfolio LONDON, X0 452,957453.0k $12.4m $12.4m 0.03% Reduced -699.8k -699,808
75 MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 2.41% of their portfolio SAN FRANCISCO, CA 447,150447.1k $12.2m $12.2m 2.41% New
76 Quadrature Capital Ltd 0.21% of their portfolio LONDON, X0 446,974447.0k $12.2m $12.2m 0.21% Added +215.8k +215,815
77 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 438,297438.3k $12.0m $12.0m 0.01% Reduced -22.0k -22,046
78 Arvin Capital Management LP 5.49% of their portfolio AUSTIN, TX 433,978434.0k $11.9m $11.9m 5.49% Added +96.7k +96,664
79 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 417,284417.3k $11.5m $11.5m 0.01% Reduced -25.2k -25,169
80 Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio SEOUL, M5 416,403416.4k $15.9m $15.9m 0.03% Added +229.5k +229,473
81 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 397,662397.7k $10.9m $10.9m 0.00% Added +8.2k +8,224
82 Walleye Trading LLC 0.17% of their portfolio NEW YORK, NY 377,588377.6k $10.3m $10.3m 0.17% Reduced -409.0k -409,049
83 Walleye Capital LLC 0.11% of their portfolio NEW YORK, NY 376,024376.0k $10.3m $10.3m 0.11% Added +207.5k +207,465
84 AVIVA PLC 0.03% of their portfolio LONDON, X0 373,218373.2k $10.2m $10.2m 0.03% Reduced -3.8k -3,822
85 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.09% of their portfolio FRANKFORT, KY 369,100369.1k $10.1m $10.1m 0.09% Added +63.8k +63,800
86 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 365,787365.8k $10.0m $10.0m 0.01% Added +188.4k +188,431
87 Scion Asset Management, LLC 9.53% of their portfolio Saratoga, CA 360,000360.0k $9.9m $9.9m 9.53% Added +160.0k +160,000
88 NOMURA HOLDINGS INC 0.08% of their portfolio TOKYO, M0 354,689354.7k $9.7m $9.7m 0.08% Added +132.9k +132,937
89 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 354,153354.2k $9.7m $9.7m 0.00% Added +32.0k +31,998
90 Cubist Systematic Strategies, LLC 0.11% of their portfolio STAMFORD, CT 342,422342.4k $9.4m $9.4m 0.11% Reduced -760.2k -760,160
91 Prescott Group Capital Management, L.L.C. 1.45% of their portfolio Tulsa, OK 329,916329.9k $9.0m $9.0m 1.45% Added +90.0k +90,000
92 Parallax Volatility Advisers, L.P. 0.26% of their portfolio San Francisco, CA 329,403329.4k $9.0m $9.0m 0.26% Reduced -99.2k -99,219
93 GTS SECURITIES LLC 0.23% of their portfolio NEW YORK, NY 316,793316.8k $8.7m $8.7m 0.23% Reduced -238.2k -238,211
94 Hidden Lake Asset Management LP 8.01% of their portfolio NEW YORK, NY 309,930309.9k $8.5m $8.5m 8.01% New
95 CI INVESTMENTS INC. 0.03% of their portfolio TORONTO, Z4 296,094296.1k $8.1m $8.1m 0.03% New
96 TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio STAMFORD, CT 270,524270.5k $7.4m $7.4m 0.09% Added +63.2k +63,205
97 WOLVERINE TRADING, LLC 0.07% of their portfolio CHICAGO, IL 261,734261.7k $7.2m $7.2m 0.07% Added +221.8k +221,791
98 Trexquant Investment LP 0.14% of their portfolio STAMFORD, CT 261,601261.6k $7.2m $7.2m 0.14% New
99 ABN AMRO INVESTMENT SOLUTIONS 0.12% of their portfolio PARIS CEDEX 008, I0 257,350257.4k $7.0m $7.0m 0.12% Added +36.1k +36,062
100 Old Well Partners, LLC 3.01% of their portfolio CHARLOTTE, NC 247,034247.0k $6.8m $6.8m 3.01% Added +20.0k +20,000