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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
226
T. Rowe Price Associates
Maryland
$423K
FG
227
Formula Growth
Quebec, Canada
$414K -$541K -6,100 -58%
QI
228
QS Investors
New York
$404K -$68.3K -769 -15%
FCI
229
Financial Counselors Inc
Kansas
$399K
AI
230
Atria Investments
North Carolina
$392K +$22.5K +254 +6%
BC
231
Brinker Capital
Pennsylvania
$368K +$28K +316 +9%
AFC
232
AFT Forsyth & Company
Florida
$360K +$339K +3,825 New
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$341K -$140K -1,575 -30%
FIM
234
Freedom Investment Management
Connecticut
$338K +$56.4K +636 +22%
GT
235
Greenleaf Trust
Michigan
$335K -$6.83K -77 -2%
ONB
236
Old National Bancorp
Indiana
$329K
LNWWM
237
Laird Norton Wetherby Wealth Management
California
$317K +$1.95K +22 +0.7%
Verition Fund Management
238
Verition Fund Management
Connecticut
$313K -$256K -2,890 -46%
RJFSA
239
Raymond James Financial Services Advisors
Florida
$306K -$13.5K -152 -4%
OMCS
240
Old Mutual Customised Solutions
South Africa
$301K
RIM
241
Redpoint Investment Management
Australia
$290K +$274K +3,090 New
AG
242
Ashmore Group
United Kingdom
$276K +$260K +2,935 New
CI
243
Cigna Investments
Connecticut
$269K -$36.2K -408 -12%
Envestnet Asset Management
244
Envestnet Asset Management
Illinois
$263K +$103K +1,163 +71%
DI
245
DUMAC Inc
North Carolina
$243K
QSS
246
Quantitative Systematic Strategies
Florida
$235K +$222K +2,504 New
DS
247
DRW Securities
Illinois
$225K +$212K +2,390 New
EVM
248
Eaton Vance Management
Massachusetts
$223K +$211K +2,374 New
GC
249
Guggenheim Capital
Illinois
$214K -$28.8K -325 -12%
BRWA
250
B. Riley Wealth Advisors
Florida
$214K -$2.93K -33 -1%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.