New Oriental
245 hedge funds and large institutions have $2.08B invested in New Oriental in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 63 closing their positions.
11% more capital invested
Capital invested by funds: $1.88B → $2.08B (+$203M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.44% more ownership
Funds ownership: 5.34% → 5.78% (+0.44%)
8% less call options, than puts
Call options by funds: $45.3M | Put options by funds: $49.5M
9% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 86
9% less funds holding
Funds holding: 270 → 245 (-25)
33% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$100M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$53.9M |
| 3 |
PHK
Point72 Hong Kong
Hong Kong
|
+$39.1M |
| 4 |
Renaissance Technologies
New York
|
+$30.8M |
| 5 |
Goldman Sachs
New York
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$111M |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
-$52.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$31.8M |
| 4 |
JP Morgan Chase
New York
|
-$21.2M |
| 5 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
-$17.6M |
EDU Hedge Fund Activity: Q4 2021 in Review
245 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2021, worth a combined $2.08B — up 11% from $1.88B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of EDU and 42 opened new positions — a net loss of 21 holders — while 86 trimmed existing stakes and 78 added.
The largest buyer was Morgan Stanley, adding an estimated $100M. The largest seller was Invesco, cutting an estimated $111M.
- 245 institutional investors held New Oriental (EDU) as of Q4 2021, down from 270 in Q3 2021.
- Funds reported $2.08B of New Oriental stock for Q4 2021, up 11% quarter-over-quarter.
- 42 funds opened new New Oriental positions in Q4 2021 and 63 closed out, a net change of -21 holders.
- The largest New Oriental buyer in Q4 2021 was Morgan Stanley, an estimated $100M added.
- The largest New Oriental seller in Q4 2021 was Invesco, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2021.