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New Oriental

428 hedge funds and large institutions have $13.8B invested in New Oriental in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 162 increasing their positions, 151 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

2% more funds holding

Funds holding: 418428 (+10)

7% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 151

0.75% more ownership

Funds ownership: 79.69%80.44% (+0.75%)

10% less capital invested

Capital invested by funds: $15.3B → $13.8B (-$1.55B)

32% less call options, than puts

Call options by funds: $97.3M | Put options by funds: $142M

Holders
428
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
9.43%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.59%
New
67
Increased
162
Reduced
151
Closed
52
Calls
$97.3M
Puts
$142M
Net Calls
-$44.8M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
326
Royal London Asset Management
United Kingdom
$351K -$12.3K -96 -3%
CI
327
Cigna Investments
Connecticut
$347K
VC
328
Veracity Capital
Georgia
$337K -$4.62K -36 -1%
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$337K +$33.3K +259 +9%
PHK
330
Point72 Hong Kong
Hong Kong
$336K -$116K -900 -23%
HC
331
Henshaw Capital
Massachusetts
$334K +$396K +3,088 New
SSWM
332
Sheets Smith Wealth Management
North Carolina
$331K +$393K +3,059 New
BRWA
333
B. Riley Wealth Advisors
Florida
$315K +$373K +2,906 New
CI
334
Cavalier Investments
Georgia
$314K
VAS
335
Vestmark Advisory Solutions
Massachusetts
$314K +$372K +2,901 New
AAM
336
Advisors Asset Management
Colorado
$308K -$62.7K -488 -15%
HS
337
Haafor (Singapore)
Singapore
$306K -$899 -7 -0.2%
PFPT
338
Pinnacle Financial Partners (Tennessee)
Tennessee
$303K +$30K +234 +9%
PWM
339
Perigon Wealth Management
California
$296K +$328K +2,555 New
FRM
340
Fox Run Management
Connecticut
$293K -$36.1K -281 -9%
AL
341
AJO LP
Pennsylvania
$293K -$15.8K -123 -4%
FCI
342
Financial Counselors Inc
Kansas
$291K -$2.7K -21 -0.8%
1832 Asset Management
343
1832 Asset Management
Ontario, Canada
$286K -$63.9M -497,900 Closed
PP
344
Paloma Partners
Connecticut
$285K -$2.35M -18,293 -87%
FG
345
Formula Growth
Quebec, Canada
$281K +$46.9K +365 +16%
WMA
346
Wealth Management Associates
New Jersey
$272K
N
347
Natixis
France
$261K -$7.91M -61,630 -96%
ED
348
Exane Derivatives
France
$261K -$14.3K -111 -4%
QCG
349
Quadrant Capital Group
Ohio
$260K +$9.63K +75 +3%
FIM
350
Freedom Investment Management
Connecticut
$250K -$50.5K -393 -17%