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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
POIA
276
Pin Oak Investment Advisors
Texas
$11K +$9.94K +112 New
VEA
277
Virtus ETF Advisers
New York
$11K +$10.7K +120 New
TJHA
278
Thomas J. Herzfeld Advisors
Florida
$7K +$6.75K +76 New
BL
279
Balentine LLC
Georgia
$6K +$266 +3 +5%
TRCT
280
Tower Research Capital (TRC)
New York
$5K -$633K -7,129 -99%
PA
281
Parallel Advisors
California
$5K
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
CAM
283
ClariVest Asset Management
California
$3K
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.75K +31 New
AAP
285
Arax Advisory Partners
Colorado
$2K
WA
286
WealthTrust-Arizona
Arizona
$2K
MOS
287
MGO One Seven
Ohio
$2K +$1.51K +17 New
EARNEST Partners
288
EARNEST Partners
Georgia
$2K +$1.6K +18 New
FGC
289
Financial Gravity Companies
Texas
$2K +$1.6K +18 New
WC
290
Whitnell & Co
Illinois
$2K +$2.31K +26 New
SIS
291
Sound Income Strategies
Florida
$1K +$710 +8 New
PWM
292
Paulson Wealth Management
Illinois
$1K +$799 +9 New
PCG
293
Private Capital Group
Connecticut
$3 +$2.93K +33 New
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
-$79M -894,913 Closed
Two Sigma Investments
295
Two Sigma Investments
New York
-$70.8M -797,794 Closed
CII
296
Capital International Inc
California
-$26.8M -304,100 Closed
PHK
297
Point72 Hong Kong
Hong Kong
-$21.9M -248,300 Closed
Credit Agricole
298
Credit Agricole
France
-$19.8M -224,036 Closed
AWG
299
Alpha Wave Global
New York
-$17.5M -198,200 Closed
CGT
300
Capital Guardian Trust
California
-$16.3M -184,294 Closed

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.