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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
251
Old Mutual Customised Solutions
South Africa
$282K +$155K +1,900 +146%
LPL Financial
252
LPL Financial
California
$278K +$257K +3,154 New
FIM
253
Freedom Investment Management
Connecticut
$261K +$241K +2,958 New
Neuberger Berman Group
254
Neuberger Berman Group
New York
$254K -$2.97M -36,435 -93%
BL
255
BFSG LLC
California
$237K +$219K +2,683 New
GC
256
Guggenheim Capital
Illinois
$230K +$212K +2,602 New
DI
257
DUMAC Inc
North Carolina
$228K -$124K -1,524 -37%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$227K +$209K +2,567 New
LOAMS
259
Lombard Odier Asset Management (Switzerland)
Switzerland
$210K -$443K -5,435 -70%
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$210K -$8.23K -101 -4%
BRWA
261
B. Riley Wealth Advisors
Florida
$204K +$188K +2,305 New
AG
262
Advisor Group
Arizona
$203K +$45K +552 +32%
Simplex Trading
263
Simplex Trading
Illinois
$195K -$493K -6,053 -73%
CM
264
Castleark Management
Illinois
$185K
ST
265
Spot Trading
Illinois
$164K +$152K +1,860 New
AA
266
Alta Advisers
United Kingdom
$162K -$375K -4,600 -71%
PAM
267
Paradigm Asset Management
New York
$150K
WAM
268
Wolverine Asset Management
Illinois
$149K -$392K -4,807 -74%
Envestnet Asset Management
269
Envestnet Asset Management
Illinois
$144K +$62.4K +766 +89%
NLI
270
Nippon Life Insurance
Japan
$139K
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$136K +$1.96K +24 +2%
HNB
272
Huntington National Bank
Ohio
$117K -$30.2K -370 -22%
PI
273
PineBridge Investments
New York
$91K
Canada Pension Plan Investment Board
274
Canada Pension Plan Investment Board
Ontario, Canada
$57K -$6.53M -80,153 -99%
RFWA
275
RPg Family Wealth Advisory
Massachusetts
$56K

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.