New Oriental
169 hedge funds and large institutions have $2.25B invested in New Oriental in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 34 closing their positions.
799% more call options, than puts
Call options by funds: $43M | Put options by funds: $4.78M
1.72% less ownership
Funds ownership: 32.26% → 30.54% (-1.7%)
6% less funds holding
Funds holding: 180 → 169 (-11)
21% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 34
22% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 65
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
37% less capital inflows, than outflows
Capital inflows: $261M | Capital outflows: $415M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Discerene Group
Stamford,
Connecticut
|
+$60.6M |
| 2 |
Orbis Allan Gray
Hamilton,
Bermuda
|
+$50.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$25.2M |
| 4 |
MM
Monolith Management
Hong Kong
|
+$17.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Greenwoods Asset Management (HK)
Hong Kong
|
-$75.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.7M |
| 3 |
Morgan Stanley
New York
|
-$35.9M |
| 4 |
BlackRock
New York
|
-$21.4M |
| 5 |
YCM
Yiheng Capital Management
San Francisco,
California
|
-$19.1M |
EDU Hedge Fund Activity: Q2 2026 in Review
169 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2026, worth a combined $2.25B — down 23% from $2.91B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of EDU and 27 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 51 added.
The largest buyer was Discerene Group, adding an estimated $60.6M. The largest seller was Greenwoods Asset Management (HK), exiting entirely with an estimated $75.2M sold.
- 169 institutional investors held New Oriental (EDU) as of Q2 2026, down from 180 in Q1 2026.
- Funds reported $2.25B of New Oriental stock for Q2 2026, down 23% quarter-over-quarter.
- 27 funds opened new New Oriental positions in Q2 2026 and 34 closed out, a net change of -7 holders.
- The largest New Oriental buyer in Q2 2026 was Discerene Group, an estimated $60.6M added.
- The largest New Oriental seller in Q2 2026 was Greenwoods Asset Management (HK), an estimated $75.2M sold.
Based on aggregated 13F filings for Q2 2026.