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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
276
CIM LLC
New York
$664K +$654K +5,473 New
D.E. Shaw & Co
277
D.E. Shaw & Co
New York
$659K -$5.84M -48,828 -90%
AIC
278
Ameritas Investment Company
Nebraska
$634K -$74.8K -626 -11%
NA
279
Navellier & Associates
Nevada
$630K +$622K +5,199 New
SSA
280
Schonfeld Strategic Advisors
New York
$625K +$617K +5,160 New
LTFS
281
Ladenburg Thalmann Financial Services
Florida
$615K +$6.46K +54 +1%
GPCM
282
Granite Point Capital Management
Massachusetts
$606K -$120K -1,000 -17%
CGH
283
Crossmark Global Holdings
Texas
$595K +$17.9K +150 +3%
RC
284
RBF Capital
California
$594K
AI
285
Atria Investments
North Carolina
$567K +$559K +4,676 New
DCM
286
Dupont Capital Management
Delaware
$565K
LCM
287
Legato Capital Management
California
$561K +$553K +4,623 New
QSS
288
Quantitative Systematic Strategies
Florida
$553K +$2.18M +18,220 +570%
Wolverine Trading
289
Wolverine Trading
Illinois
$550K -$76.4K -639 -13%
VI
290
Vestcor Inc
New Brunswick, Canada
$534K +$526K +4,400 New
TRCT
291
Tower Research Capital (TRC)
New York
$512K +$505K +4,227 New
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$509K -$6.93K -58 -1%
SEC
293
Seven Eight Capital
New York
$499K +$492K +4,117 New
MCM
294
McKinley Capital Management
Alaska
$498K +$491K +4,110 New
PHK
295
Point72 Hong Kong
Hong Kong
$485K -$12.4M -103,852 -96%
Parallax Volatility Advisers
296
Parallax Volatility Advisers
California
$484K +$462K +3,866 +3,020%
AC
297
Athanor Capital
New York
$449K +$442K +3,700 New
LOPW
298
Live Oak Private Wealth
North Carolina
$441K +$435K +3,635 New
OMC
299
Overbrook Management Corp
New York
$439K +$152K +1,275 +54%
WS
300
Wedbush Securities
California
$424K

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.