KE HLDGS INC BEKE
SPONSORED ADS · ADR · CUSIP 482497104 · ISIN US4824971042
Company operating an integrated online and offline platform for housing transactions and services in China
* 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.96. Options: 20 managers hold calls ($200.6m notional), 14 hold puts ($196.2m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 231 |
| Q4 2022 | 252 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $160.2m | $203.8m | 1.27 |
| Q4 2022 | $200.6m | $196.2m | 0.98 |
Biggest buyers
| HHLR ADVISORS, LTD. | Added | +9.9m |
| Carmignac Gestion | Added | +8.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +5.8m |
| WOLVERINE TRADING, LLC | Added | +5.2m |
| HCEP Management Ltd | Added | +4.6m |
| VIKING GLOBAL INVESTORS LP | Added | +4.2m |
| Robeco Institutional Asset Management B.V. | New | +2.8m |
| Aspex Management (HK) Ltd | Added | +2.7m |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | Added | +2.6m |
| Ariose Capital Management Ltd | New | +2.3m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -16.3m |
| Greenwoods Asset Management Hong Kong Ltd. | Reduced | -11.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -10.1m |
| BlackRock Inc. | Reduced | -6.5m |
| MARSHALL WACE, LLP | Reduced | -6.0m |
| GOLDMAN SACHS GROUP INC | Reduced | -5.8m |
| DEUTSCHE BANK AG\ | Reduced | -4.9m |
| WFM ASIA (BVI) Ltd | Reduced | -4.5m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -4.2m |
| Whale Rock Capital Management LLC | Sold out | -3.9m |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $73.6m5.3m shares |
| Parallax Volatility Advisers, L.P. | Added | $35.2m2.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.6m832.1k shares |
| Artal Group S.A. | New | $11.2m800.0k shares |
| Triatomic Management LP | New | $9.8m700.0k shares |
| Squarepoint Ops LLC | Added | $8.4m599.5k shares |
| GROUP ONE TRADING LLC | Reduced | $8.2m588.3k shares |
| Walleye Trading LLC | Reduced | $7.9m563.4k shares |
| CITADEL ADVISORS LLC | Reduced | $7.3m523.4k shares |
| D. E. Shaw & Co., Inc. | New | $6.2m444.5k shares |
Biggest puts
| WOLVERINE TRADING, LLC | Added | $74.3m5.3m shares |
| Parallax Volatility Advisers, L.P. | Added | $24.5m1.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.7m1.6m shares |
| CITADEL ADVISORS LLC | Added | $17.7m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $12.2m876.7k shares |
| GROUP ONE TRADING LLC | Reduced | $11.5m825.7k shares |
| PEAK6 Investments LLC | Added | $11.1m793.1k shares |
| Walleye Trading LLC | Reduced | $8.5m606.6k shares |
| JANE STREET GROUP, LLC | Reduced | $7.2m513.0k shares |
| Squarepoint Ops LLC | Added | $5.9m422.6k 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.
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.
| Holder | Stake |
|---|---|
Baihui Partners L.P.
13D · may seek influence
filed 2026-08-18
Stated purposeNo change from the Statement. Full filing |
24.7% |
Grain Bud Holding Ltd
13D · may seek influence
filed 2026-08-18
Stated purposeNo change from the Statement. The securities beneficially owned by the Reporting Persons did no change in the past 60 days, and this Amendment is being filed to reflect a change in the beneficial ownership percentage of the Reporting Persons due to a change in the number of ordinary shares issued of the Issuer, following the completion of the Issuer's share repurchase and cancellation. Full filing |
24.7% |
Tencent Holdings Ltd
13D · may seek influence
-0.9 pts · filed 2025-09-30
Stated purposeItem 4 of the Schedule D is hereby amended and supplemented by adding the following before the sub-title named "General" in this Item: On February 10, 2025, Parallel Stellar surrendered 2 Class A Ordinary Shares of the Issuer. On September 30, 2025, Sunshine Peak, TPP I SPV and TPP II SPV, entities controlled by Tencent Plus Partners ("TPP"), executed a distribution plan of Class A Ordinary Shares they held through on-market transactions in the amount of 13,323,284 ADSs representing 39,969,852 Class A Ordinary Shares of the Issuer, and distributing the proceeds to their limited partners. TPP is under Tencent and facilitates collaboration with external capital partners by investing with Tencent. Tencent's interest (excluding TPP) in BEKE remains unchanged. Full filing |
8.7% |
Fell to 5% or below in the last year: Ever Orient International Ltd (4.7%, 2026-09-29)
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
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 31.8m $444.2m | Reduced -6.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 26.1m $364.6m | Added +5.8m |
| VANGUARD GROUP INC 0.01% of their portfolio | 25.1m $350.9m | Added +279.5k |
| MORGAN STANLEY 0.03% of their portfolio | 21.8m $304.8m | Reduced -2.3m |
| HHLR ADVISORS, LTD. 6.20% of their portfolio | 21.0m $293.8m | Added +9.9m |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 20.8m $290.4m | Reduced -10.1m |
| Krane Funds Advisors LLC 9.74% of their portfolio | 17.1m $238.5m | Reduced -1.6m |
| Aspex Management (HK) Ltd 6.30% of their portfolio | 16.1m $224.9m | Added +2.7m |
| CoreView Capital Management Ltd 26.10% of their portfolio | 12.2m $169.8m | Reduced -3.8m |
| STATE STREET CORP 0.01% of their portfolio | 11.5m $160.9m | Added +181.6k |
| SC US (TTGP), LTD. 2.02% of their portfolio | 11.0m $153.1m | Unchanged |
| HCEP Management Ltd 34.90% of their portfolio | 10.0m $139.6m | Added +4.6m |
| NORGES BANK 0.03% of their portfolio | 9.7m $135.1m | Added +585.9k |
| Carmignac Gestion 2.43% of their portfolio | 9.7m $134.8m | Added +8.4m |
| VIKING GLOBAL INVESTORS LP 0.56% of their portfolio | 8.1m $112.9m | Added +4.2m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.17% of their portfolio | 7.7m $107.5m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 7.7m $107.2m | Reduced -5.8m |
| FMR LLC 0.01% of their portfolio | 7.6m $106.1m | Added +309.9k |
| ALKEON CAPITAL MANAGEMENT LLC 0.73% of their portfolio | 7.0m $97.9m | Reduced -1.0m |
| Artisan Partners Limited Partnership 0.17% of their portfolio | 6.7m $93.7m | Added +2.1m |
| HSG Holding Ltd 9.47% of their portfolio | 6.7m $93.5m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 6.4m $89.9m | Added +299.2k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 9.77% of their portfolio | 5.9m $82.7m | Added +2.6m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.52% of their portfolio | 5.8m $80.4m | Reduced -4.2m |
| Legal & General Group Plc 0.03% of their portfolio | 5.4m $75.1m | Added +165.1k |
| WOLVERINE TRADING, LLC 1.24% of their portfolio | 5.2m $72.9m | Added +5.2m |
| M&G INVESTMENT MANAGEMENT LTD 0.53% of their portfolio | 5.2m $72.3m | Added +2.1m |
| H Capital V GP, L.P. 97.27% of their portfolio | 4.9m $69.1m | Unchanged |
| Greenwoods Asset Management Hong Kong Ltd. 4.10% of their portfolio | 4.8m $66.8m | Reduced -11.5m |
| Assenagon Asset Management S.A. 0.23% of their portfolio | 3.9m $54.8m | Reduced -1.2m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 3.8m $53.6m | Reduced -4.9m |
| Tiger Pacific Capital LP 11.95% of their portfolio | 3.5m $49.3m | Added +26.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.4m $47.3m | Reduced -633.8k |
| TB Alternative Assets Ltd. 16.74% of their portfolio | 3.3m $46.6m | Added +372.6k |
| Bridgewater Associates, LP 0.25% of their portfolio | 3.2m $45.1m | Reduced -800.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 3.2m $44.6m | Added +334.6k |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 4.32% of their portfolio | 3.1m $43.3m | Reduced -426.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 3.1m $42.8m | Added +252.0k |
| E Fund Management Co., Ltd. 3.51% of their portfolio | 3.0m $42.2m | Reduced -1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $41.9m | Added +32.3k |
| UBS Group AG 0.02% of their portfolio | 2.9m $40.4m | Added +1.7m |
| Robeco Institutional Asset Management B.V. 0.11% of their portfolio | 2.8m $39.6m | New |
| PICTET ASSET MANAGEMENT SA 0.05% of their portfolio | 2.5m $34.4m | Added +1.8m |
| Ariose Capital Management Ltd 14.19% of their portfolio | 2.3m $32.7m | New |
| Hel Ved Capital Management Ltd 18.16% of their portfolio | 2.0m $28.2m | Added +712.0k |
| INDUS CAPITAL PARTNERS, LLC 53.85% of their portfolio | 1.9m $26.8m | Added +573.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.58% of their portfolio | 1.9m $26.1m | Added +1.0m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.8m $25.6m | Added +761.9k |
| Swiss National Bank 0.02% of their portfolio | 1.8m $25.2m | Reduced -3.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $24.7m | Added +227.7k |
| BARCLAYS PLC 0.02% of their portfolio | 1.8m $24.6m | First filing |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 1.7m $24.1m | Added +22.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.7m $23.9m | Added +483.6k |
| COATUE MANAGEMENT LLC 0.27% of their portfolio | 1.7m $23.8m | Reduced -1.8m |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.5m $21.5m | Reduced -22.3k |
| WFM ASIA (BVI) Ltd 2.23% of their portfolio | 1.5m $20.9m | Reduced -4.5m |
| CITIGROUP INC 0.03% of their portfolio | 1.5m $20.4m | Reduced -218.9k |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $19.4m | Reduced -2.3m |
| California Public Employees Retirement System 0.02% of their portfolio | 1.4m $19.4m | Reduced -23.6k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.3m $18.8m | Reduced -624.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.3m $18.3m | Reduced -706.8k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 1.2m $16.6m | New |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 1.2m $16.3m | Added +196.9k |
| Dantai Capital Ltd 13.27% of their portfolio | 1.1m $15.4m | First filing |
| Blue Creek Capital Management Ltd 11.94% of their portfolio | 1.1m $15.0m | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $14.9m | Reduced -16.3m |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 1.0m $14.6m | Reduced -647.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.10% of their portfolio | 1.0m $14.3m | Added +684.3k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.87% of their portfolio | 1.0m $14.1m | Added +977.4k |
| Pertento Partners LLP 4.58% of their portfolio | 1.0m $14.0m | Unchanged |
| Think Investments LP 4.65% of their portfolio | 1.0m $14.0m | Reduced -189.1k |
| Lombard Odier Asset Management (Switzerland) SA 1.11% of their portfolio | 994.7k $13.9m | New |
| TD Asset Management Inc 0.02% of their portfolio | 980.0k $13.7m | Added +363.5k |
| NISA INVESTMENT ADVISORS, LLC 0.11% of their portfolio | 979.0k $13.7m | New |
| FIL Ltd 0.02% of their portfolio | 971.9k $13.6m | Reduced -1.5m |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 942.5k $13.2m | Added +705.1k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 941.7k $13.1m | Added +94.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 893.0k $12.5m | Added +8.0k |
| Perseverance Asset Management International 5.03% of their portfolio | 803.1k $11.2m | Reduced -546.3k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 789.3k $11.0m | Reduced -250.8k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 783.3k $10.9m | Added +630.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 768.8k $10.7m | Added +450.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 766.7k $10.7m | New |
| Compagnie Lombard Odier SCmA 0.28% of their portfolio | 761.9k $10.6m | New |
| BARINGS LLC 0.36% of their portfolio | 729.6k $10.2m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 692.1k $9.7m | Added +668.4k |
| APG Asset Management N.V. 0.02% of their portfolio | 690.3k $9.6m | Added +355.7k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 685.9k $9.6m | Reduced -12.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 684.3k $9.6m | New |
| Old Well Partners, LLC 7.98% of their portfolio | 660.9k $9.2m | Reduced -30.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 651.4k $9.1m | Added +373.7k |
| TWINBEECH CAPITAL LP 0.17% of their portfolio | 637.1k $8.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 630.9k $8.8m | Added +483.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 613.6k $8.6m | Added +229.0k |
| HRT FINANCIAL LP 0.12% of their portfolio | 590.4k $8.2m | New |
| OVERSEA-CHINESE BANKING Corp Ltd 0.43% of their portfolio | 522.2k $7.3m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 511.6k $7.1m | New |
| Artal Group S.A. 0.40% of their portfolio | 500.0k $7.0m | New |
| TORQ CAPITAL MANAGEMENT (HK) Ltd 10.71% of their portfolio | 481.0k $6.7m | First filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 475.7k $6.6m | Reduced -360.0k |