Guru Ownership Trend
Guru Analysis for 网易 (NTES)
网易 (NTES), a key player in the 通信服务 sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $475.44 M.
Top institutional holders include 肯·费雪 and 文艺复兴科技.
Institutional sentiment is currently Bullish. This is evidenced by a $19.62 M net inflow during the quarter.
Recent activity highlights 杰里米·格兰瑟姆 who opened a new position. Conversely, 曼宁纳皮尔集团 reduced exposure by 8.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.06% | Add 4.7% | 1,133,052 | $172.21 M | Q3 2025 | |
| 0.22% | Reduce -0.6% | 1,083,088 | $164.62 M | Q3 2025 | |
| 1.28% | Add 44.6% | 638,315 | $97.02 M | Q3 2025 | |
| 0.47% | Add 0.2% | 594,740 | $90.39 M | Q3 2025 | |
| 0.08% | Reduce -8.3% | 40,537 | $6.16 M | Q3 2025 | |
| 0.01% | New Buy | 15,400 | $2.34 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 网易 (NTES)
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $19.62 M, with 4 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of NTES completely. Total sell value was $20.57 M.
Yes, 1 Gurus opened new positions in NTES, and 3 added to their existing holdings. Total buy value was $40.2 M.