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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
PCM
251
Prelude Capital Management
New York
$211K -$1M -11,305 -83%
NIT
252
NumerixS Investment Technologies
British Columbia, Canada
$207K -$639K -7,198 -77%
CM
253
Castleark Management
Illinois
$197K
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$175K -$46K -518 -22%
PAM
255
Paradigm Asset Management
New York
$160K
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$155K +$9.41K +106 +7%
HNB
257
Huntington National Bank
Ohio
$124K +$89 +1 +0.1%
AP
258
Advisors Preferred
Maryland
$94K +$88.5K +997 New
SWM
259
SeaCrest Wealth Management
New York
$94K +$88.8K +1,000 New
HL
260
Harding Loevner
New Jersey
$73K +$69.2K +780 New
AssetMark Inc
261
AssetMark Inc
California
$60K +$10.3K +116 +22%
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$59.7K
GWM
263
Geneos Wealth Management
Colorado
$48K -$2.57K -29 -5%
ASN
264
Advisory Services Network
Georgia
$47K
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K -$1.63M -18,391 -98%
BTIS
266
BB&T Investment Services
North Carolina
$32K +$30.2K +340 New
WAM
267
Wolverine Asset Management
Illinois
$31K -$121K -1,361 -80%
HDIM
268
Hanson & Doremus Investment Management
Vermont
$31K
GT
269
Glenmede Trust
Pennsylvania
$26K +$3.82K +43 +17%
RFA
270
Reilly Financial Advisors
California
$14K +$2.66K +30 +25%
Walleye Trading
271
Walleye Trading
New York
$13.7K +$12.5M +141,090 +2,984%
IA
272
IFP Advisors
Florida
$13K -$1.33K -15 -10%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$12K
TDC
274
Thompson Davis & Co
Virginia
$12K
QCG
275
Quadrant Capital Group
Ohio
$11K +$2.84K +32 +33%

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.