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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
GWM
276
Geneos Wealth Management
Colorado
$48K +$2.61K +32 +6%
AssetMark Inc
277
AssetMark Inc
California
$46K -$11.4K -140 -21%
ASN
278
Advisory Services Network
Georgia
$44K
HDIM
279
Hanson & Doremus Investment Management
Vermont
$29K -$5.3K -65 -16%
GT
280
Glenmede Trust
Pennsylvania
$21K +$4.24K +52 +27%
SH
281
SeaTown Holdings
Singapore
$20.9K -$1.31M -16,018 -6%
IA
282
IFP Advisors
Florida
$14K +$8.64K +106 +216%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$11K -$7.09K -87 -40%
RFA
284
Reilly Financial Advisors
California
$11K
TDC
285
Thompson Davis & Co
Virginia
$11K
QCG
286
Quadrant Capital Group
Ohio
$8K
BL
287
Balentine LLC
Georgia
$5K -$3.02K -37 -38%
PA
288
Parallel Advisors
California
$5K +$4.56K +56 New
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
CAM
290
ClariVest Asset Management
California
$3K
WA
291
WealthTrust-Arizona
Arizona
$2K
AAP
292
Arax Advisory Partners
Colorado
$2K +$244 +3 +11%
Walleye Trading
293
Walleye Trading
New York
$417 +$385K +4,728 New
LP
294
LMR Partners
United Kingdom
-$8.49M -120,450 Closed
ASI
295
All-Stars Investment
Hong Kong
-$4.86M -68,927 Closed
ZDA
296
Zweig-DiMenna Associates
New York
-$4.78M -67,756 Closed
AAMU
297
Amundi Asset Management US
Massachusetts
-$3.59M -50,924 Closed
QC
298
Quadrature Capital
United Kingdom
-$1.91M -27,022 Closed
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
-$1.9M -27,000 Closed
JG
300
Jefferies Group
New York
-$1.67M -23,720 Closed

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.