221,003 Shares in Alibaba Group Holding Limited $BABA Purchased by Oriental Harbor Investment Master Fund

Key Points

• Oriental Harbor Investment Master Fund bought 221,003 shares of Alibaba in Q3 (~$39.5 million), making the stock about 3.2% of the fund and its 10th-largest holding.
• Hedge funds and institutions now own 13.47% of Alibaba, with big moves including Temasek adding 1,045,789 shares and Causeway increasing its stake by 42.6%, while Soros Capital and others also established positions.
• Analysts are broadly upbeat — the consensus rating is a “Moderate Buy” with a $194 average price target — supported by positive catalysts like Alibaba Cloud’s Gartner recognition and AI product progress.

Oriental Harbor Investment Master Fund bought a new stake in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 221,003 shares of the specialty retailer's stock, valued at approximately $39,500,000. Alibaba Group comprises about 3.2% of Oriental Harbor Investment Master Fund's portfolio, making the stock its 10th biggest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Temasek Holdings Private Ltd raised its holdings in shares of Alibaba Group by 23.4% during the 1st quarter. Temasek Holdings Private Ltd now owns 5,510,348 shares of the specialty retailer's stock worth $728,633,000 after acquiring an additional 1,045,789 shares during the period. Verde Servicos Internacionais S.A. increased its position in Alibaba Group by 6.9% during the second quarter. Verde Servicos Internacionais S.A. now owns 67,773 shares of the specialty retailer's stock worth $7,686,000 after purchasing an additional 4,373 shares during the last quarter. Causeway Capital Management LLC raised its stake in Alibaba Group by 42.6% during the first quarter. Causeway Capital Management LLC now owns 1,356,010 shares of the specialty retailer's stock worth $179,305,000 after purchasing an additional 404,842 shares during the period. Ninety One UK Ltd acquired a new position in Alibaba Group in the 2nd quarter valued at about $15,318,000. Finally, Soros Capital Management LLC acquired a new position in Alibaba Group in the 1st quarter valued at about $23,967,000. Hedge funds and other institutional investors own 13.47% of the company's stock.

Trending Headlines about Alibaba Group

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Alibaba Cloud was named a Leader in Gartner’s Magic Quadrant for Cloud Database Management Systems for the sixth consecutive year, reinforcing the unit’s competitive positioning and credibility with enterprise customers — a direct positive for cloud revenue outlook. Article Title
• Positive Sentiment: Alibaba is advancing open-source AI (e.g., the CosyVoice 3 multilingual speech model), highlighting momentum in AI product development that can boost cloud AI services and monetization prospects. Article Title
• Positive Sentiment: Major sell-side commentary is broadly upbeat — including notes that China tech can continue to benefit from an AI tailwind (Goldman/Barron’s coverage) and multiple recent buy/outperform ratings and elevated price targets — supporting investor confidence and higher valuation multiples. Article Title
• Neutral Sentiment: Analyst/broker commentary and data aggregators are encouraging investors to consider BABA (many buy ratings and a median price target materially above current levels), which can amplify flows but also increases sensitivity to execution vs. high expectations. Article Title
• Neutral Sentiment: Market commentary notes a shifting narrative: strong cloud/AI momentum is balancing concerns about near-term profit margins and cyclicality. This creates both upside if growth sustains and downside if margins disappoint. Article Title
• Neutral Sentiment: Analysts and commentators are flagging a strategic reassessment heading into Q2 FY26 — investors should watch upcoming earnings/guide for confirmation of cloud growth durability and margin trajectory. Article Title
• Negative Sentiment: Fluent Financial LLC reduced its Alibaba stake, a direct selling signal from an investment manager that can add short-term downward pressure or increase volatility if followed by others. Article Title

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Benchmark restated a "buy" rating and set a $195.00 price target on shares of Alibaba Group in a report on Tuesday, November 25th. CLSA increased their price objective on Alibaba Group from $155.00 to $200.00 and gave the stock an "outperform" rating in a research report on Thursday, October 2nd. Wall Street Zen cut Alibaba Group from a "hold" rating to a "sell" rating in a research note on Friday, November 28th. JPMorgan Chase & Co. reduced their target price on Alibaba Group from $240.00 to $230.00 and set an "overweight" rating on the stock in a research report on Wednesday, November 26th. Finally, Citigroup increased their price target on Alibaba Group from $218.00 to $225.00 and gave the stock a "buy" rating in a report on Wednesday, November 26th. Seventeen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $194.00.

Alibaba Group Stock Up 0.8%

Shares of NYSE BABA opened at $151.00 on Tuesday. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The business's 50 day moving average is $161.52 and its two-hundred day moving average is $142.84. Alibaba Group Holding Limited has a 52-week low of $80.06 and a 52-week high of $192.67. The firm has a market cap of $360.31 billion, a price-to-earnings ratio of 20.86, a PEG ratio of 2.30 and a beta of 0.33.

About Alibaba Group

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.

Want to see what other hedge funds are holding BABA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alibaba Group Holding Limited (NYSE:BABA - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.