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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
301
Redpoint Investment Management
Australia
$416K +$41.1K +344 +11%
EVM
302
Eaton Vance Management
Massachusetts
$410K +$120K +1,000 +42%
NL
303
NVWM LLC
Pennsylvania
$410K +$404K +3,379 New
Royal London Asset Management
304
Royal London Asset Management
United Kingdom
$408K -$753K -6,300 -66%
AAM
305
Advisors Asset Management
Colorado
$404K -$10K -84 -2%
ACA
306
Atlas Capital Advisors
Wyoming
$399K -$27.7K -232 -7%
BPCA
307
Bank Pictet & Cie (Asia)
Singapore
$392K +$3.83K +32 +1%
CI
308
Cigna Investments
Connecticut
$389K -$8.37K -70 -2%
JMPWA
309
JP Morgan Private Wealth Advisors
California
$382K +$104K +874 +38%
VC
310
Veracity Capital
Georgia
$382K +$377K +3,150 New
FRM
311
Fox Run Management
Connecticut
$363K +$358K +2,991 New
CI
312
Cavalier Investments
Georgia
$352K +$347K +2,900 New
ED
313
Exane Derivatives
France
$349K -$42.7K -357 -12%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$346K -$3.23K -27 -0.9%
AL
315
AJO LP
Pennsylvania
$344K -$434K -3,632 -56%
HS
316
Haafor (Singapore)
Singapore
$344K +$339K +2,835 New
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$337K +$265K +2,215 +392%
BCM
318
Bayesian Capital Management
New York
$332K +$328K +2,740 New
FCI
319
Financial Counselors Inc
Kansas
$329K +$19.6K +164 +6%
BUB
320
BBVA USA Bancshares
Texas
$329K +$325K +2,716 New
CCIA
321
Campbell & Co Investment Adviser
Maryland
$323K +$318K +2,663 New
Verition Fund Management
322
Verition Fund Management
Connecticut
$321K +$316K +2,647 New
PFPT
323
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$307K +2,570 New
TC
324
TownSquare Capital
Utah
$305K +$4.54K +38 +2%
WMA
325
Wealth Management Associates
New Jersey
$305K -$20.4K -171 -6%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.