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COE

51Talk Online Education Group

21 hedge funds and large institutions have $146M invested in 51Talk Online Education Group in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more capital invested

Capital invested by funds: $109M → $146M (+$37.2M)

31% more funds holding

Funds holding: 1621 (+5)

0.05% less ownership

Funds ownership: 0.78%0.73% (-0.05%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
HSG Holding
Hong Kong
$76.7M -$7.94M -78,125 -10%
Fidelity International
2
Fidelity International
Bermuda
$30.4M
SCH
3
Sylebra Capital (HK)
Hong Kong
$14.3M -$176K -1,734 -1%
CS
4
Credit Suisse
Switzerland
$8.89M -$434K -4,274 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.92M -$178K -1,750 -3%
ICP
6
Indus Capital Partners
New York
$4.02M -$2.58M -25,427 -41%
LR
7
Library Research
Hong Kong
$1.25M +$1.17M +11,545 New
BlackRock
8
BlackRock
New York
$1.23M +$1.15M +11,362 New
Millennium Management
9
Millennium Management
New York
$833K +$329K +3,234 +73%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$401K -$7.62K -75 -2%
Invesco
11
Invesco
Georgia
$292K +$9.65K +95 +4%
Northern Trust
12
Northern Trust
Illinois
$248K +$232K +2,285 New
LPL Financial
13
LPL Financial
California
$209K +$196K +1,930 New
UBS Group
14
UBS Group
Switzerland
$40K +$37.7K +371 New
Osaic Holdings
15
Osaic Holdings
Arizona
$36K +$33.1K +326 +8,150%
JP Morgan Chase
16
JP Morgan Chase
New York
$33K +$21.4K +211 +232%
Morgan Stanley
17
Morgan Stanley
New York
$24K -$49.4K -486 -69%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$7K -$331K -3,260 -98%
PCG
19
Private Capital Group
Connecticut
$2K
Bank of America
20
Bank of America
North Carolina
$2K +$1.52K +15 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K +$508 +5 New
Barclays
22
Barclays
United Kingdom
-$36K -475 Closed
ASN
23
Advisory Services Network
Georgia
-$4K -50 Closed

COE Hedge Fund Activity: Q4 2020 in Review

21 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in 51Talk Online Education Group (COE) for Q4 2020, worth a combined $146M — up 34% from $109M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new COE positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $1.15M. The largest seller was HSG Holding, cutting an estimated $7.94M.

  • 21 institutional investors held 51Talk Online Education Group (COE) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $146M of 51Talk Online Education Group stock for Q4 2020, up 34% quarter-over-quarter.
  • 7 funds opened new 51Talk Online Education Group positions in Q4 2020 and 2 closed out, a net change of +5 holders.
  • The largest 51Talk Online Education Group buyer in Q4 2020 was BlackRock, an estimated $1.15M added.
  • The largest 51Talk Online Education Group seller in Q4 2020 was HSG Holding, an estimated $7.94M sold.

Based on aggregated 13F filings for Q4 2020.