We are live on ! Find out more
EDU icon

New Oriental
EDU

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266 → 293 (+27)

1.27% more ownership

Funds ownership: 75.82% → 77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$145M
2
GAM
Greenwoods Asset Management
Cayman Islands
+$82.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$80.2M
4
UBS AM
UBS AM
Illinois
+$56.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$52.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$188M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$97.4M
3
O
OppenheimerFunds
New York
-$93.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$61.6M
5
KM
Kylin Management
New York
-$61.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
301
Virginia Retirement Systems
Virginia
– -$1.43M -20,300 Closed
GI
302
Glovista Investments
New Jersey
– -$1.26M -17,926 Closed
Nomura Holdings
303
Nomura Holdings
Japan
– -$1.26M -17,850 Closed
HCMT
304
Highland Capital Management (Texas)
Texas
– -$916K -13,000 Closed
FAM
305
Fred Alger Management
New York
– -$467K -6,618 Closed
EMG
306
Ellington Management Group
Connecticut
– -$374K -5,300 Closed
State of Wisconsin Investment Board
307
State of Wisconsin Investment Board
Wisconsin
– -$307K -4,362 Closed
FRM
308
Fox Run Management
Connecticut
– -$233K -3,300 Closed
SCM
309
Stevens Capital Management
Pennsylvania
– -$207K -2,942 Closed
Creative Planning
310
Creative Planning
Kansas
– -$32K -450 Closed
HAM
311
Highstreet Asset Management
Ontario, Canada
– -$26K -365 Closed
AIM
312
Acrospire Investment Management
Illinois
– -$24K -335 Closed
SIC
313
Salem Investment Counselors
North Carolina
– -$14K -193 Closed
9 10 11 12
13

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.