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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
SG Americas Securities
301
SG Americas Securities
New York
$799K +$385K +2,289 +114%
PWM
302
Perigon Wealth Management
California
$761K +$6.73K +40 +1%
MSL
303
Mackay Shields LLC
New York
$726K +$1.35K +8 +0.2%
IAA
304
Independent Advisor Alliance
North Carolina
$714K +$9.93K +59 +2%
RIM
305
Redpoint Investment Management
Australia
$703K
GFG
306
Greystone Financial Group
Michigan
$665K +$599K +3,560 New
TA
307
Tectonic Advisors
Texas
$652K +$590K +3,508 New
VAM
308
Veritas Asset Management
United Kingdom
$632K +$236K +1,400 +70%
BUB
309
BBVA USA Bancshares
Texas
$616K +$10.3K +61 +2%
BFM
310
Boothbay Fund Management
New York
$595K -$157K -930 -23%
PA
311
Paragon Advisors
Texas
$560K +$542K +3,219 New
EGA
312
Eagle Global Advisors
Texas
$520K +$101K +600 +27%
Ensign Peak Advisors
313
Ensign Peak Advisors
Utah
$520K +$471K +2,800 New
HC
314
Henshaw Capital
Massachusetts
$519K -$49.6K -295 -10%
EVM
315
Eaton Vance Management
Massachusetts
$516K +$26.9K +160 +6%
CI
316
Cigna Investments
Connecticut
$514K -$47.8K -284 -9%
WMA
317
Wealth Management Associates
New Jersey
$510K +$55.7K +331 +14%
MCC
318
Money Concepts Capital
Florida
$500K +$453K +2,693 New
VAS
319
Vestmark Advisory Solutions
Massachusetts
$497K +$1.51K +9 +0.3%
ED
320
Exane Derivatives
France
$483K +$431K +2,562 +6,742%
ACA
321
Atlas Capital Advisors
Wyoming
$480K -$79.4K -472 -15%
TI
322
Tidal Investments
Wisconsin
$476K +$432K +2,564 New
VFA
323
Voya Financial Advisors
Connecticut
$470K +$69K +410 +19%
BFS
324
Bradley Foster & Sargent
Connecticut
$465K
PFPT
325
Pinnacle Financial Partners (Tennessee)
Tennessee
$447K