D.E. Shaw & Co’s New Oriental EDU Stock Holding History

D.E. Shaw & Co’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
2024 Q1	–	Sell	-30,000	Closed	-$2.2M	–	4424
2023 Q4	$2.2M	Hold	30,000	–	–	﹤0.01%	2594
2023 Q3	$1.76M	Buy	30,000 +12,300	+69%	+$645K	﹤0.01%	2679
2023 Q2	$699K	Buy	+17,700	New	+$708K	﹤0.01%	3266
2020 Q2	–	Sell	-20,000	Closed	-$2.17M	–	4042
2020 Q1	$2.17M	Buy	+20,000	New	+$2.57M	﹤0.01%	2101
2019 Q2	–	Sell	-6,500	Closed	-$586K	–	3712
2019 Q1	$586K	Hold	6,500	–	–	﹤0.01%	2914
2018 Q4	$356K	Buy	+6,500	New	+$376K	﹤0.01%	3270
2018 Q1	–	Sell	-10,300	Closed	-$968K	–	3560
2017 Q4	$968K	Hold	10,300	–	–	﹤0.01%	2595
2017 Q3	$909K	Hold	10,300	–	–	﹤0.01%	2543
2017 Q2	$726K	Buy	+10,300	New	+$707K	﹤0.01%	2611
2017 Q1	–	Sell	-40,900	Closed	-$1.72M	–	3363
2016 Q4	$1.72M	Hold	40,900	–	–	﹤0.01%	2099
2016 Q3	$1.9M	Hold	40,900	–	–	﹤0.01%	1976
2016 Q2	$1.71M	Buy	+40,900	New	+$1.61M	﹤0.01%	2039
2015 Q1	–	Sell	-20,000	Closed	-$408K	–	3715
2014 Q4	$408K	Hold	20,000	–	–	﹤0.01%	3466
2014 Q3	$464K	Sell	20,000 -40,000	-67%	-$892K	﹤0.01%	3406
2014 Q2	$1.59M	Hold	60,000	–	–	﹤0.01%	2504
2014 Q1	$1.76M	Buy	60,000 +30,000	+100%	+$902K	﹤0.01%	2519
2013 Q4	$945K	Buy	+30,000	New	+$835K	﹤0.01%	3220

Other funds holding EDU

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co's EDU Position: Q4 2024 in Review

D.E. Shaw & Co sold out of New Oriental (EDU) in Q4 2024, closing a stake of 12,921 shares — an estimated $980K sold.

D.E. Shaw & Co first reported a position in EDU in Q4 2013 and held it in 34 quarters. The position peaked at $69M in Q4 2020. 204 funds tracked by Wall St. Rank hold EDU as of Q4 2024.

D.E. Shaw & Co reported no remaining New Oriental position as of Q4 2024 after selling out during the quarter.
D.E. Shaw & Co sold 12,921 New Oriental shares in Q4 2024, an estimated $980K.
D.E. Shaw & Co first reported a position in New Oriental in Q4 2013 and held it in 34 quarters.
D.E. Shaw & Co's New Oriental position peaked at $69M in Q4 2020.
204 funds tracked by Wall St. Rank held New Oriental as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.