NETEASE INC NTES
SPONSORED ADS · ADR · CUSIP 64110W102 · ISIN US64110W1027
Chinese Internet technology company
* 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 ($7.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $112.22. Options: 14 managers hold calls ($70.8m notional), 16 hold puts ($91.1m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 323 |
| Q4 2022 | 320 |
| Q1 2023 | 314 |
| Q2 2023 | 333 |
| Q3 2023 | 360 |
| Q4 2023 | 403 |
| Q1 2024 | 405 |
| Q2 2024 | 388 |
| Q3 2024 | 367 |
| Q4 2024 | 369 |
| Q1 2025 | 378 |
| Q2 2025 | 435 |
| Q3 2025 | 443 |
| Q4 2025 | 461 |
| Q1 2026 | 432 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 163 | 209 |
| Q3 2024 | 144 | 221 |
| Q4 2024 | 155 | 190 |
| Q1 2025 | 186 | 164 |
| Q2 2025 | 240 | 165 |
| Q3 2025 | 203 | 219 |
| Q4 2025 | 213 | 207 |
| Q1 2026 | 195 | 230 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $158.6m | $192.0m | 1.21 |
| Q3 2025 | $233.2m | $129.7m | 0.56 |
| Q4 2025 | $90.9m | $71.0m | 0.78 |
| Q1 2026 | $70.8m | $91.1m | 1.29 |
Biggest buyers
| Invesco Ltd. | Added | +802.0k |
| BANK OF AMERICA CORP /DE/ | Added | +698.3k |
| JPMORGAN CHASE & CO | Added | +278.1k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +274.5k |
| D. E. Shaw & Co., Inc. | Added | +265.8k |
| SIH Partners, LLLP | Added | +249.7k |
| FMR LLC | Added | +249.1k |
| Temasek Holdings (Private) Ltd | Added | +238.4k |
| LAZARD ASSET MANAGEMENT LLC | Added | +227.4k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +209.0k |
Biggest sellers
| Capital World Investors | Reduced | -966.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -611.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -367.6k |
| Corient Private Wealth LP | Reduced | -216.6k |
| Harding Loevner LP | Reduced | -152.6k |
| UBS Group AG | Reduced | -125.1k |
| Balyasny Asset Management L.P. | Sold out | -119.3k |
| Cederberg Capital Ltd | Reduced | -113.5k |
| Man Group plc | Reduced | -95.2k |
| Handelsbanken Fonder AB | Reduced | -77.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.2m180.3k shares |
| UBS Group AG | Reduced | $8.5m75.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $7.8m70.0k shares |
| Walleye Trading LLC | Added | $7.2m64.1k shares |
| CITADEL ADVISORS LLC | Added | $6.2m55.7k shares |
| IMC-Chicago, LLC | Reduced | $5.2m46.8k shares |
| TUDOR INVESTMENT CORP ET AL | New | $5.0m44.8k shares |
| JANE STREET GROUP, LLC | Reduced | $3.7m33.1k shares |
| JPMORGAN CHASE & CO | New | $2.8m25.0k shares |
| GROUP ONE TRADING LLC | Reduced | $2.0m18.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $26.0m232.2k shares |
| Walleye Trading LLC | Added | $20.0m178.8k shares |
| UBS Group AG | Added | $11.0m98.4k shares |
| IMC-Chicago, LLC | Added | $10.1m90.5k shares |
| CITADEL ADVISORS LLC | Added | $8.0m71.3k shares |
| TUDOR INVESTMENT CORP ET AL | New | $3.3m29.5k shares |
| Capula Management Ltd | Not comparable | $2.6m23.2k shares |
| GROUP ONE TRADING LLC | Added | $2.5m22.3k shares |
| HRT FINANCIAL LP | Added | $2.1m18.9k shares |
| LOGAN CAPITAL MANAGEMENT INC | New | $1.6m14.2k 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.
Insider purchases and sales in Q1 2026
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 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% of their portfolio | 8.1m $904.0m | Reduced -69.0k |
| Ninety One UK Ltd 1.63% of their portfolio | 6.3m $703.7m | Reduced -9.3k |
| Orbis Allan Gray Ltd 1.69% of their portfolio | 3.6m $401.2m | Added +195.0k |
| Greenwoods Asset Management Hong Kong Ltd. 9.21% of their portfolio | 3.2m $357.1m | Reduced -22.2k |
| Harding Loevner LP 2.68% of their portfolio | 2.3m $260.1m | Reduced -152.6k |
| Dodge & Cox 0.13% of their portfolio | 2.2m $241.5m | Added +2.6k |
| FMR LLC 0.01% of their portfolio | 2.1m $237.0m | Added +249.1k |
| Invesco Ltd. 0.02% of their portfolio | 2.0m $226.3m | Added +802.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 1.4m $172.0m | Added +159.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.24% of their portfolio | 1.4m $152.6m | Added +274.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $148.4m | Added +698.3k |
| Fisher Asset Management, LLC 0.04% of their portfolio | 1.1m $128.5m | Added +35.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $120.7m | Added +155.8k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 1.0m $112.3m | Added +75.3k |
| MORGAN STANLEY 0.01% of their portfolio | 941.5k $105.4m | Added +47.1k |
| BlackRock, Inc. 0.00% of their portfolio | 825.1k $92.4m | Reduced -36.7k |
| Man Group plc 0.18% of their portfolio | 779.6k $87.3m | Reduced -95.2k |
| Temasek Holdings (Private) Ltd 0.27% of their portfolio | 708.1k $79.3m | Added +238.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 606.6k $67.9m | Reduced -611.7k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 586.9k $65.7m | Reduced -47.6k |
| LAZARD ASSET MANAGEMENT LLC 0.11% of their portfolio | 581.7k $65.1m | Added +227.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 553.3k $61.9m | Added +1.6k |
| Capital World Investors 0.01% of their portfolio | 541.2k $60.6m | Reduced -966.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 536.9k $59.1m | Added +278.1k |
| Mawer Investment Management Ltd. 0.38% of their portfolio | 521.9k $58.4m | Reduced -38.0k |
| SIH Partners, LLLP 1.77% of their portfolio | 513.0k $57.4m | Added +249.7k |
| Ninety One North America, Inc. 2.54% of their portfolio | 505.9k $56.6m | Added +5.7k |
| Davis Selected Advisers 0.22% of their portfolio | 422.7k $47.3m | Reduced -3.5k |
| Handelsbanken Fonder AB 0.16% of their portfolio | 422.1k $47.3m | Reduced -77.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 403.7k $45.2m | Added +209.0k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 381.4k $42.7m | Added +265.8k |
| Cederberg Capital Ltd 21.61% of their portfolio | 359.7k $40.3m | Reduced -113.5k |
| Amundi 0.01% of their portfolio | 354.5k $39.7m | Reduced -7.6k |
| BI Asset Management Fondsmaeglerselskab A/S 0.40% of their portfolio | 340.2k $38.1m | Added +372 |
| TODD ASSET MANAGEMENT LLC 0.73% of their portfolio | 334.4k $37.4m | Reduced -2.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 324.7k $36.3m | Reduced -62.2k |
| PBU - The Pension Fund of Early Childhood & Youth Educators 0.54% of their portfolio | 321.3k $36.0m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 300.8k $33.7m | Reduced -125.1k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.19% of their portfolio | 291.2k $32.6m | Not comparable |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 254.4k $27.8m | Reduced -15.0k |
| Capital International Investors 0.01% of their portfolio | 237.0k $26.5m | Reduced -23.3k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.18% of their portfolio | 210.9k $23.6m | Unchanged |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 204.9k $22.9m | Reduced -3.8k |
| Swedbank AB 0.02% of their portfolio | 192.1k $21.5m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 188.4k $21.1m | Reduced -367.6k |
| Capital International, Inc./CA/ 0.16% of their portfolio | 188.3k $21.1m | Reduced -5.7k |
| MY.Alpha Management HK Advisors Ltd 8.56% of their portfolio | 188.0k $21.0m | Added +100.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 172.4k $19.3m | Added +26.6k |
| Perseverance Asset Management International 2.09% of their portfolio | 170.0k $19.0m | Added +60.0k |
| BARCLAYS PLC 0.01% of their portfolio | 149.1k $16.7m | Added +134.6k |
| Aspex Management (HK) Ltd 0.24% of their portfolio | 147.7k $16.5m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 145.0k $16.2m | Reduced -534 |
| ASSETMARK, INC 0.03% of their portfolio | 141.1k $15.8m | Added +10.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 139.4k $15.6m | Reduced -39.7k |
| Itau Unibanco Holding S.A. 0.37% of their portfolio | 138.4k $15.5m | New |
| CITIGROUP INC 0.01% of their portfolio | 136.8k $15.3m | Reduced -25.9k |
| Crossmark Global Holdings, Inc. 0.20% of their portfolio | 123.2k $13.8m | Reduced -93 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 116.1k $13.0m | Reduced -76.1k |
| BRANDES INVESTMENT PARTNERS, LP 0.09% of their portfolio | 109.4k $12.2m | New |
| Corient Private Wealth LP 0.02% of their portfolio | 107.7k $12.0m | Reduced -216.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 105.9k $11.9m | Added +53.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 105.5k $11.8m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 99.8k $11.2m | Added +28.9k |
| Legal & General Group Plc 0.00% of their portfolio | 96.8k $10.8m | Reduced -1.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 93.5k $10.5m | Reduced -19.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 92.8k $10.4m | New |
| Capital Wealth Planning, LLC 0.06% of their portfolio | 91.8k $10.3m | Reduced -13.7k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 80.5k $9.0m | Added +3.0k |
| Taikang Asset Management (Hong Kong) Co Ltd 0.89% of their portfolio | 80.0k $9.0m | Added +18.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 79.4k $8.9m | Added +7.9k |
| Guinness Asset Management LTD 0.15% of their portfolio | 77.4k $8.7m | Added +7.4k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 75.4k $8.4m | Reduced -62.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 74.1k $8.3m | Reduced -48.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 72.0k $8.1m | Added +4.8k |
| Y-Intercept (Hong Kong) Ltd 0.15% of their portfolio | 71.8k $8.0m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 70.8k $7.9m | Reduced -220 |
| Carrhae Capital LLP 0.55% of their portfolio | 69.2k $7.7m | New |
| Ninety One SA (Pty) Ltd 0.33% of their portfolio | 68.9k $7.6m | Added +9.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 66.3k $7.4m | Reduced -6.7k |
| HighTower Advisors, LLC 0.01% of their portfolio | 65.5k $7.3m | Added +3.9k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 64.1k $7.2m | Reduced -16.2k |
| Strategic Global Advisors, LLC 1.00% of their portfolio | 55.7k $6.2m | Added +4.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 53.7k $6.0m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 52.2k $5.8m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio | 51.1k $5.7m | Added +1.5k |
| Mariner, LLC 0.01% of their portfolio | 50.8k $5.7m | Added +3.6k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 50.4k $5.6m | Reduced -28.8k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 50.2k $5.6m | Added +695 |
| Creative Planning 0.00% of their portfolio | 48.8k $5.5m | Added +5.1k |
| True Light Capital Pte. Ltd. 2.76% of their portfolio | 48.8k $5.5m | Added +21.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 48.4k $5.4m | Reduced -21.5k |
| NewEdge Wealth, LLC 0.06% of their portfolio | 48.1k $5.4m | Added +25.6k |
| KBC Group NV 0.01% of their portfolio | 46.2k $5.2m | Added +3.9k |
| Vontobel Holding Ltd. 0.02% of their portfolio | 40.1k $4.5m | Added +19.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 40.1k $4.5m | Reduced -6.4k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.06% of their portfolio | 39.3k $4.4m | Reduced -700 |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 39.1k $4.4m | Added +2.6k |
| MANNING & NAPIER ADVISORS LLC 0.06% of their portfolio | 39.1k $4.4m | Reduced -523 |
| Harvest Fund Management Co., Ltd 0.19% of their portfolio | 39.0k $4.4m | New |
| Walleye Trading LLC 0.09% of their portfolio | 38.3k $4.3m | Added +22.3k |