New Oriental
229 hedge funds and large institutions have $5.06B invested in New Oriental in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 52 closing their positions.
109% more call options, than puts
Call options by funds: $50.3M | Put options by funds: $24M
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
0.08% more ownership
Funds ownership: 3.85% → 3.93% (+0.08%)
9% less capital invested
Capital invested by funds: $5.54B → $5.06B (-$474M)
11% less funds holding
Funds holding: 256 → 229 (-27)
22% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 94
42% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$264M |
| 2 |
TA
Trivest Advisors
Hong Kong
|
+$138M |
| 3 |
Morgan Stanley
New York
|
+$111M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$82.4M |
| 5 |
Goldman Sachs
New York
|
+$79.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$158M |
| 2 |
TC
Tairen Capital
Hong Kong
|
-$116M |
| 3 |
BlackRock
New York
|
-$81.2M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$72.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$62.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Truist Financial
Charlotte,
North Carolina
| – | -$206K | -2,367 | Closed |
|
|
T
277
TOBAM
Paris,
France
| – | -$187K | -2,157 | Closed |
|
|
EC
278
EntryPoint Capital
New York
| – | -$10.8K | -124 | Closed |
|
|
FIA
279
FNY Investment Advisers
New York
| – | -$8 | -100 | Closed |
|
|
RS
280
Rakuten Securities
Tokyo,
Japan
| – | -$868 | -10 | Closed |
|
|
FGAM
281
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$187 | -2 | Closed |
|
EDU Hedge Fund Activity: Q2 2024 in Review
229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2024, worth a combined $5.06B — down 8.6% from $5.54B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of EDU and 30 opened new positions — a net loss of 22 holders — while 94 trimmed existing stakes and 73 added.
The largest buyer was Aspex Management (HK), opening a new position worth an estimated $264M. The largest seller was Fidelity Investments, cutting an estimated $158M.
- 229 institutional investors held New Oriental (EDU) as of Q2 2024, down from 256 in Q1 2024.
- Funds reported $5.06B of New Oriental stock for Q2 2024, down 8.6% quarter-over-quarter.
- 30 funds opened new New Oriental positions in Q2 2024 and 52 closed out, a net change of -22 holders.
- The largest New Oriental buyer in Q2 2024 was Aspex Management (HK), an estimated $264M added.
- The largest New Oriental seller in Q2 2024 was Fidelity Investments, an estimated $158M sold.
Based on aggregated 13F filings for Q2 2024.