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New Oriental

355 hedge funds and large institutions have $14B invested in New Oriental in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $12.1B → $14B (+$1.82B)

6% more funds holding

Funds holding: 335355 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

0.49% more ownership

Funds ownership: 79.17%79.66% (+0.49%)

29% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 147

44% less call options, than puts

Call options by funds: $114M | Put options by funds: $203M

Holders
355
Holders Change
+20
Holders Change %
+5.97%
% of All Funds
7.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.55%
New
50
Increased
105
Reduced
147
Closed
29
Calls
$114M
Puts
$203M
Net Calls
-$89.3M
Net Calls Change
-$7.41M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$556K -$214K -2,044 -29%
RC
252
RBF Capital
California
$543K
Wolverine Trading
253
Wolverine Trading
Illinois
$543K +$535K +5,112 New
NC
254
NewSquare Capital
Pennsylvania
$541K +$511K +4,880 New
T. Rowe Price Associates
255
T. Rowe Price Associates
Maryland
$534K +$2.2K +21 +0.4%
CGH
256
Crossmark Global Holdings
Texas
$527K -$17.8K -170 -3%
DCM
257
Dupont Capital Management
Delaware
$516K -$116K -1,106 -19%
LM
258
Luminus Management
Texas
$498K -$994K -9,500 -68%
MC
259
Martin Currie
United Kingdom
$473K -$16.3K -156 -4%
EGM
260
Engineers Gate Manager
New York
$472K -$182K -1,740 -29%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$471K +$20.4K +195 +5%
Simplex Trading
262
Simplex Trading
Illinois
$463K +$438K +4,182 New
MWNA
263
Marshall Wace North America
New York
$436K +$412K +3,940 New
SAM
264
Sycomore Asset Management
France
$430K -$492K -4,700 -55%
CI
265
Cigna Investments
Connecticut
$400K
ACA
266
Atlas Capital Advisors
Wyoming
$390K +$369K +3,522 New
WS
267
Wedbush Securities
California
$387K -$11.6K -111 -3%
AAM
268
Advisors Asset Management
Colorado
$378K +$4.61K +44 +1%
VAS
269
Vestmark Advisory Solutions
Massachusetts
$375K +$17K +162 +5%
FA
270
FDx Advisors
Illinois
$373K -$217K -2,072 -38%
GT
271
Greenleaf Trust
Michigan
$368K
BFM
272
Boothbay Fund Management
New York
$367K +$81.3K +777 +31%
QSS
273
Quantitative Systematic Strategies
Florida
$354K -$122K -1,167 -27%
BPCA
274
Bank Pictet & Cie (Asia)
Singapore
$354K +$335K +3,200 New
RIM
275
Redpoint Investment Management
Australia
$342K

EDU Hedge Fund Activity: Q3 2019 in Review

355 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2019, worth a combined $14B — up 15% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 29 closed out — a net gain of 21 holders — while 105 added to existing stakes and 147 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Greenwoods Asset Management, cutting an estimated $115M.

  • 355 institutional investors held New Oriental (EDU) as of Q3 2019, up from 335 in Q2 2019.
  • Funds reported $14B of New Oriental stock for Q3 2019, up 15% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2019 and 29 closed out, a net change of +21 holders.
  • The largest New Oriental buyer in Q3 2019 was Fidelity Investments, an estimated $168M added.
  • The largest New Oriental seller in Q3 2019 was Greenwoods Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2019.