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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Colony Group
Massachusetts
$1.88M -$95.8K -801 -5%
JIM
227
Jupiter Investment Management
United Kingdom
$1.86M -$36.5M -305,549 -95%
BS
228
Banco Santander
Spain
$1.84M -$943K -7,891 -34%
Jane Street
229
Jane Street
New York
$1.83M +$1.81M +15,129 New
QT
230
Quantbot Technologies
New York
$1.81M +$1.79M +14,966 New
AI
231
Axiom Investors
Connecticut
$1.78M +$840K +7,028 +92%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$1.75M -$174K -1,453 -9%
PA
233
Profund Advisors
Maryland
$1.75M -$201K -1,682 -10%
Nordea Investment Management
234
Nordea Investment Management
Sweden
$1.72M +$1.69M +14,152 New
Balyasny Asset Management
235
Balyasny Asset Management
Illinois
$1.71M +$1.69M +14,110 New
VF
236
Virtu Financial
New York
$1.7M +$1.68M +14,056 New
JAM
237
Jupiter Asset Management
United Kingdom
$1.63M -$175K -1,465 -10%
HCM
238
HMS Capital Management
Tennessee
$1.62M +$1.6M +13,387 New
BCV
239
Banque Cantonale Vaudoise
Switzerland
$1.61M +$1.59M +13,271 New
LM
240
Luminus Management
Texas
$1.59M +$1.03M +8,600 +191%
AG
241
AIA Group
Hong Kong
$1.57M +$1.54M +12,921 New
BAM
242
Blueshift Asset Management
New Jersey
$1.56M +$1.54M +12,888 New
HighTower Advisors
243
HighTower Advisors
Illinois
$1.53M +$340K +2,842 +29%
Marshall Wace
244
Marshall Wace
United Kingdom
$1.49M +$1.47M +12,300 New
Capital Fund Management (CFM)
245
Capital Fund Management (CFM)
France
$1.44M -$100K -838 -7%
Comerica Bank
246
Comerica Bank
Texas
$1.3M -$11K -92 -0.9%
AG
247
Advisor Group
Arizona
$1.27M +$49.6K +415 +4%
AG
248
Ashmore Group
United Kingdom
$1.21M +$25.1K +210 +2%
MME
249
Meag Munich Ergo
Germany
$1.19M
JG
250
Jefferies Group
New York
$1.18M +$1.16M +9,734 New

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.