Dmitry Balyasny’s New Oriental EDU Stock Holding History

Dmitry Balyasny’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 $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dmitry Balyasny's EDU Position: Q2 2026 in Review

Dmitry Balyasny reduced its New Oriental (EDU) stake by 95% in Q2 2026, selling an estimated $9M and leaving 9,296 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Dmitry Balyasny first reported a position in EDU in Q2 2013 and has held it in 31 quarters since. The position peaked at $52M in Q1 2018. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

Dmitry Balyasny held 9,296 shares of New Oriental worth $427K as of Q2 2026.
Dmitry Balyasny sold 177,073 New Oriental shares in Q2 2026, an estimated $9M.
New Oriental made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2588 holding.
Dmitry Balyasny first reported a position in New Oriental in Q2 2013 and has held it in 31 quarters since.
Dmitry Balyasny's New Oriental position peaked at $52M in Q1 2018.
169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.