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New Oriental

395 hedge funds and large institutions have $16.8B invested in New Oriental in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $13.8B → $16.8B (+$2.99B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.88% more ownership

Funds ownership: 80.44%81.32% (+0.88%)

1% less call options, than puts

Call options by funds: $178M | Put options by funds: $179M

5% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 152

8% less funds holding

Funds holding: 428395 (-33)

43% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 74

Holders
395
Holders Change
-33
Holders Change %
-7.71%
% of All Funds
8.1%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.59%
New
42
Increased
144
Reduced
152
Closed
74
Calls
$178M
Puts
$179M
Net Calls
-$1.43M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oppenheimer & Co
New York
$624K -$2.92K -24 -0.5%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$619K +$315K +2,587 +120%
Squarepoint
278
Squarepoint
New York
$614K +$575K +4,716 New
CSS
279
Cubist Systematic Strategies
Connecticut
$612K -$1.09M -8,967 -66%
LNWWM
280
Laird Norton Wetherby Wealth Management
California
$608K +$50.7K +416 +10%
ECM
281
ExodusPoint Capital Management
New York
$606K +$567K +4,653 New
FC
282
FORA Capital
Florida
$606K +$567K +4,656 New
LCM
283
Legato Capital Management
California
$602K
LOPW
284
Live Oak Private Wealth
North Carolina
$597K -$6.21K -51 -1%
IA
285
Icon Advisers
Colorado
$573K
VI
286
Vestcor Inc
New Brunswick, Canada
$573K
JMPWA
287
JP Morgan Private Wealth Advisors
California
$571K +$282K +2,314 +112%
CM
288
Castleark Management
Illinois
$565K -$214K -1,760 -29%
GT
289
Greenleaf Trust
Michigan
$556K -$391K -3,212 -43%
DCM
290
Dupont Capital Management
Delaware
$553K +$76.1K +625 +17%
PWM
291
Perigon Wealth Management
California
$541K +$195K +1,600 +63%
D.E. Shaw & Co
292
D.E. Shaw & Co
New York
$539K -$2.81M -23,088 -85%
LI
293
Leap Investments
Illinois
$521K +$487K +4,000 New
MSL
294
Mackay Shields LLC
New York
$508K +$475K +3,900 New
IAA
295
Independent Advisor Alliance
North Carolina
$489K +$458K +3,755 New
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$475K +$369K +3,027 +490%
Verition Fund Management
297
Verition Fund Management
Connecticut
$448K -$520K -4,269 -55%
SSA
298
Schonfeld Strategic Advisors
New York
$446K -$901K -7,392 -68%
BUB
299
BBVA USA Bancshares
Texas
$429K -$2.56K -21 -0.6%
CI
300
Cigna Investments
Connecticut
$417K