Balyasny Asset Management’s New Oriental EDU Stock Holding History

Balyasny Asset Management’s Portfolio EDU Stock Details EDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,000	Closed	-$1.5M	–	1418
2020 Q3	$1.5M	Hold	10,000	–	–	0.01%	912
2020 Q2	$1.3M	Hold	10,000	–	–	0.01%	786
2020 Q1	$1.08M	Buy	+10,000	New	+$1.28M	0.01%	741
2019 Q3	–	Sell	-25,000	Closed	-$2.37M	–	1273
2019 Q2	$2.37M	Hold	25,000	–	–	0.02%	827
2019 Q1	$2.25M	Sell	25,000 -45,000	-64%	-$3.39M	0.02%	787
2018 Q4	$3.84M	Hold	70,000	–	–	0.03%	558
2018 Q3	$5.02M	Buy	70,000 +20,000	+40%	+$1.66M	0.02%	698
2018 Q2	$4.73M	Hold	50,000	–	–	0.02%	678
2018 Q1	$4.38M	Buy	+50,000	New	+$4.65M	0.02%	750
2014 Q4	–	Sell	-400,000	Closed	-$9.28M	–	695
2014 Q3	$9.28M	Buy	+400,000	New	+$8.91M	0.07%	320

Other funds holding EDU

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management's EDU Position: Q1 2026 in Review

Balyasny Asset Management increased its New Oriental (EDU) stake by 14% in Q1 2026, buying an estimated $1.29M and bringing the position to 186,369 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1009.

Balyasny Asset Management first reported a position in EDU in Q2 2013 and has held it in 30 quarters since. The position peaked at $52M in Q1 2018. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

Balyasny Asset Management held 186,369 shares of New Oriental worth $10.6M as of Q1 2026.
Balyasny Asset Management bought 22,655 New Oriental shares in Q1 2026, an estimated $1.29M.
New Oriental made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1009 holding.
Balyasny Asset Management first reported a position in New Oriental in Q2 2013 and has held it in 30 quarters since.
Balyasny Asset Management's New Oriental position peaked at $52M in Q1 2018.
179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.