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New Oriental

439 hedge funds and large institutions have $25.5B invested in New Oriental in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 41

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

31% more capital invested

Capital invested by funds: $19.5B → $25.5B (+$5.99B)

7% more funds holding

Funds holding: 409439 (+30)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

6.31% less ownership

Funds ownership: 86.76%80.44% (-6.3%)

24% less call options, than puts

Call options by funds: $113M | Put options by funds: $148M

Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
7.77%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
78
Increased
171
Reduced
130
Closed
41
Calls
$113M
Puts
$148M
Net Calls
-$35.4M
Net Calls Change
-$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
276
Atria Investments
North Carolina
$1.04M +$945K +5,613 New
CG
277
Carmignac Gestion
France
$1.03M +$866K +5,146 +1,293%
H
278
Hexavest
Quebec, Canada
$1.01M -$580K -3,444 -39%
IWA
279
Intercontinental Wealth Advisors
Texas
$1M -$261K -1,552 -22%
EIP
280
Epoch Investment Partners
New York
$1M +$906K +5,382 New
MCM
281
McKinley Capital Management
Alaska
$968K
CCP
282
Clough Capital Partners
Massachusetts
$966K
Wolverine Trading
283
Wolverine Trading
Illinois
$961K -$818K -4,858 -48%
JAM
284
Jupiter Asset Management
United Kingdom
$958K -$1.16M -6,912 -57%
ICM
285
Infini Capital Management
Hong Kong
$929K +$841K +5,000 New
IMF
286
Infini Master Fund
Hong Kong
$929K +$841K +5,000 New
RC
287
RBF Capital
California
$910K
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$905K +$19.2K +114 +2%
CGH
289
Crossmark Global Holdings
Texas
$888K -$26.9K -160 -3%
LOPW
290
Live Oak Private Wealth
North Carolina
$880K +$56.7K +337 +8%
OC
291
Oppenheimer & Co
New York
$878K -$15.8K -94 -2%
Royal London Asset Management
292
Royal London Asset Management
United Kingdom
$875K +$83.5K +496 +12%
APA
293
American Portfolios Advisors
New York
$869K +$89.7K +533 +13%
LCM
294
Legato Capital Management
California
$859K
TC
295
TownSquare Capital
Utah
$852K +$278K +1,654 +56%
IEFM
296
IQ EQ Fund Management
Ireland
$831K +$753K +4,475 New
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$818K -$157K -933 -17%
VI
298
Vestcor Inc
New Brunswick, Canada
$818K
GT
299
Greenleaf Trust
Michigan
$809K
CM
300
Castleark Management
Illinois
$806K