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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
Walleye Capital
326
Walleye Capital
New York
$302K +$159K +1,330 +115%
OC
327
Oppenheimer & Co
New York
$293K +$289K +2,418 New
ONB
328
Old National Bancorp
Indiana
$291K -$3.71K -31 -1%
CBU
329
CIBC Bank USA
Illinois
$284K -$4.9K -41 -2%
ECM
330
ExodusPoint Capital Management
New York
$280K -$920K -7,695 -77%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$276K +$837 +7 +0.3%
QCG
332
Quadrant Capital Group
Ohio
$275K +$20.9K +175 +8%
FIM
333
Freedom Investment Management
Connecticut
$273K -$34.3K -287 -11%
FG
334
Formula Growth
Quebec, Canada
$271K -$485K -4,055 -64%
CANY
335
Caxton Associates (New York)
New York
$268K +$265K +2,214 New
FC
336
FORA Capital
Florida
$266K +$263K +2,196 New
MFS
337
Mirabella Financial Services
United Kingdom
$264K +$260K +2,178 New
VWA
338
V Wealth Advisors
Kansas
$263K
Cambridge Investment Research Advisors
339
Cambridge Investment Research Advisors
Iowa
$261K +$9.45K +79 +4%
SS
340
Simplicity Solutions
Minnesota
$260K +$2.99K +25 +1%
DTL
341
Dynamic Technology Lab
Singapore
$260K +$256K +2,142 New
Assenagon Asset Management
342
Assenagon Asset Management
Luxembourg
$255K +$251K +2,103 New
AIG
343
American International Group
New York
$243K
RCM
344
Requisite Capital Management
Texas
$243K +$239K +2,000 New
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$232K -$598 -5 -0.3%
QWM
346
QP Wealth Management
New Jersey
$231K +$224K +1,873 New
CIBC World Market
347
CIBC World Market
Ontario, Canada
$231K +$228K +1,905 New
PAM
348
Paradigm Asset Management
New York
$230K
PAMI
349
Perseverance Asset Management International
Cayman Islands
$230K +$227K +1,901 New
VFA
350
Voya Financial Advisors
Connecticut
$225K +$218K +1,827 New

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.