Among active 13F managers last quarter, 6 added and 9 reduced; the largest holder to move was Two Sigma Investments, LP (+804%). Over the last 180 days, 2 insiders bought and none sold, a net +$1.4M in open-market trades.
The legs disagree, or only one of them leans.
58 tracked 13F filers disclose a position in BZUN as of the latest SEC 13F filings, a combined $22.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Schroder Investment Management Group | 2.4M | $5.8M | —Held | Q1 2026 | |
| 2 | Two Sigma Investments, LP | 964K | $2.3M | ▲+804% Added · +857K sh | Q1 2026 | |
| 3 | Dimensional Fund Advisors LP | 594K | $1.4M | ▲+3.1% Added · +18K sh | Q1 2026 | |
| 4 | Marshall Wace, LLP | 548K | $1.3M | ▲+58% Added · +202K sh | Q1 2026 | |
| 5 | Morgan Stanley | 534K | $1.3M | ▼−8.4% Reduced · −49K sh | Q1 2026 | |
| 6 | Citadel Advisors LLC | 499K | $1.4M | ▲+346% Added · +387K sh | Q2 2026 | |
| 7 | First Beijing Investment Ltd | 433K | $1.2M | ▼−2.6% Reduced · −12K sh | Q2 2026 | |
| 8 | AIA Group Ltd | 399K | $1.1M | —Held | Q2 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 379K | $905K | ▼−16% Reduced · −73K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 269K | $644K | ▲+97% Added · +133K sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 218K | $521K | ▼−8.1% Reduced · −19K sh | Q1 2026 | |
| 12 | Renaissance Technologies LLC | 196K | $468K | ▼−15% Reduced · −34K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | 196K | $467K | ▲+11% Added · +20K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 189K | $451K | ▲+247% Added · +134K sh | Q1 2026 | |
| 15 | JPMorgan Chase & Co | 185K | $433K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 16 | UBS Group AG | 155K | $371K | ▼−29% Reduced · −63K sh | Q1 2026 | |
| 17 | Marex Group Ltd | 119K | $285K | ▼−8.8% Reduced · −12K sh | Q1 2026 | |
| 18 | XTX Topco Ltd | 113K | $269K | ▲+37% Added · +30K sh | Q1 2026 | |
| 19 | Simplex Trading, LLC | 111K | $265K | ▲29× Added · +107K sh | Q1 2026 | |
| 20 | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 93K | $221K | —Held | Q1 2026 | |
| 21 | Millennium Management LLC | 82K | $196K | ▼−43% Reduced · −62K sh | Q1 2026 | |
| 22 | Group One Trading LLC | 75K | $178K | ▲+455% Added · +61K sh | Q1 2026 | |
| 23 | BNP Paribas Financial Markets | 45K | $109K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 24 | Jump Financial, LLC | 45K | $108K | ▼−24% Reduced · −14K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | 38K | $91K | ▲+24% Added · +7K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds added to an existing position in BZUN, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 30 funds | $37.0B |
| Visa Inc-Class A SharesV | 30 funds | $5.9B |
| Bristol-Myers Squibb CoBMY | 30 funds | $3.4B |
| Microsoft CorpMSFT | 29 funds | $28.3B |
| Alphabet Inc-CL AGOOGL | 29 funds | $22.3B |
| Micron Technology IncMU | 29 funds | $8.7B |
| JPMorgan Chase & CoJPM | 29 funds | $7.5B |
| Costco Wholesale CorpCOST | 29 funds | $4.6B |
| Chevron CorpCVX | 29 funds | $4.3B |
| Bank Of America CorpBAC | 29 funds | $3.9B |
| Freeport-McMoran IncFCX | 29 funds | $3.3B |
| Lockheed Martin CorpLMT | 29 funds | $3.3B |
Ranked by how many of BZUN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BZUN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Wu Junhua | Chief Strategy Officer, Director | Buy (P) | 14K | $38K |
| Jun 24, 2026 | Wu Junhua | Chief Strategy Officer, Director | Buy (P) | 29K | $83K |
| Jun 22, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $28K |
| Jun 18, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $28K |
| Jun 17, 2026 | Wu Junhua | Chief Strategy Officer, Director | Buy (P) | 19K | $53K |
| Jun 17, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $28K |
| Jun 16, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $27K |
| Jun 15, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $28K |
| Jun 12, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $27K |
| Jun 11, 2026 | Wu Junhua | Chief Strategy Officer, Director | Buy (P) | 18K | $48K |
| Jun 11, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $27K |
| Jun 10, 2026 | Qiu Wenbin | Chief Executive Officer, Director | Buy (P) | 10K | $26K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 13 | 17 | – |
Insiders Form 4 open-market | 2 | 0 | +$1.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BZUN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BZUN/capital-change-brief"
Use Arkolith's capital_change_brief for BZUN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BZUN. Filings are public domain, sourced to SEC EDGAR.