Guru Ownership Trend
Guru Analysis for 網易 (NTES)
網易 (NTES), a key player in the 通信服務 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 $451.57 M.
Top institutional holders include 肯·費雪 and 文藝復興科技.
Institutional sentiment is currently Bullish. This is evidenced by a $19.62 M net inflow during the quarter.
Recent activity highlights 傑瑞米·葛蘭森 who opened a new position. Conversely, 曼寧納皮爾集團 reduced exposure by 8.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for 網易 (NTES)
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.62 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited NTES. The total reported sell value was $20.57 M.
Yes, 1 managers opened new positions in NTES, and 3 increased their existing holdings. The total reported buy value was $40.2 M.