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New Oriental

355 hedge funds and large institutions have $14B invested in New Oriental in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $12.1B → $14B (+$1.82B)

6% more funds holding

Funds holding: 335355 (+20)

4% more funds holding in top 10

Funds holding in top 10: 2425 (+1)

0.49% more ownership

Funds ownership: 79.17%79.66% (+0.49%)

29% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 147

44% less call options, than puts

Call options by funds: $114M | Put options by funds: $203M

Holders
355
Holders Change
+20
Holders Change %
+5.97%
% of All Funds
7.79%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.55%
New
50
Increased
105
Reduced
147
Closed
29
Calls
$114M
Puts
$203M
Net Calls
-$89.3M
Net Calls Change
-$7.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$18K
IRC
327
Investors Research Corp
Georgia
$16K +$15.1K +144 New
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$15K
LC
329
Lindbrook Capital
California
$15K +$5.97K +57 +70%
Parallax Volatility Advisers
330
Parallax Volatility Advisers
California
$14K -$16K -153 -54%
PA
331
Parallel Advisors
California
$14K +$8.79K +84 +210%
EWA
332
Evolution Wealth Advisors
Florida
$14K +$13.1K +125 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$13K
NFG
334
Next Financial Group
Texas
$13K +$10.5K +100 +526%
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
FIB
336
First Interstate Bank
Montana
$11K
BDS
337
Banco de Sabadell
Florida
$11K +$10.9K +104 New
PCG
338
Private Capital Group
Connecticut
$9K +$5.03K +48 +145%
BCA
339
Berman Capital Advisors
Georgia
$8K -$7.43K -71 -48%
VEA
340
Virtus ETF Advisers
New York
$7K -$7.54K -72 -55%
TJHA
341
Thomas J. Herzfeld Advisors
Florida
$6K -$2.83K -27 -33%
AIM
342
Anchor Investment Management
South Carolina
$5.54K
1NWS
343
1 North Wealth Services
Maryland
$5K +$4.92K +47 New
FHA
344
Flagship Harbor Advisors
Massachusetts
$4K +$4.71K +45 New
VBA
345
Van Berkom & Associates
Quebec, Canada
$3.21K +$293K +2,800 +11%
GRP
346
Global Retirement Partners
California
$3K +$3.04K +29 New
EARNEST Partners
347
EARNEST Partners
Georgia
$2K
EI
348
Ellevest Inc
New York
$2K
FGAM
349
Financial Gravity Asset Management
Texas
$2K
APA
350
American Portfolios Advisors
New York
$1.33K