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New Oriental

409 hedge funds and large institutions have $19.5B invested in New Oriental in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 132 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $16.8B → $19.5B (+$2.69B)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

5.44% more ownership

Funds ownership: 81.32%86.76% (+5.4%)

4% more funds holding

Funds holding: 395409 (+14)

17% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 159

18% less call options, than puts

Call options by funds: $126M | Put options by funds: $154M

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.65%
New
58
Increased
132
Reduced
159
Closed
39
Calls
$126M
Puts
$154M
Net Calls
-$27.6M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$299K
AIG
327
American International Group
New York
$289K +$12.4K +86 +5%
MIFH
328
Migdal Insurance & Financial Holdings
Israel
$266K
TI
329
Trexquant Investment
Connecticut
$260K -$659K -4,564 -72%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$254K -$121K -840 -33%
CIA
331
CSat Investment Advisory
Michigan
$247K +$42.2K +292 +21%
FA
332
FDx Advisors
Illinois
$241K -$23.3K -161 -9%
Janney Montgomery Scott
333
Janney Montgomery Scott
Pennsylvania
$237K +$229K +1,582 New
AAM
334
Advisors Asset Management
Colorado
$228K -$126K -870 -36%
MCM
335
Mitchell Capital Management
Kansas
$225K +$217K +1,504 New
DHFB
336
Dixon Hubard Feinour & Brown
Virginia
$221K
DTL
337
Dynamic Technology Lab
Singapore
$221K +$214K +1,480 New
Creative Planning
338
Creative Planning
Kansas
$219K +$212K +1,466 New
CAAS
339
Capital Asset Advisory Services
Michigan
$214K -$7.66K -53 -4%
CWA
340
Clarus Wealth Advisors
Arizona
$207K +$183K +1,264 New
BBHC
341
Brown Brothers Harriman & Co
New York
$203K -$39.6K -274 -17%
William Blair & Company
342
William Blair & Company
Illinois
$203K +$197K +1,361 New
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$202K -$2.32M -16,050 -92%
ASN
344
Advisory Services Network
Georgia
$150K +$145K +1,003 New
TRCT
345
Tower Research Capital (TRC)
New York
$145K -$1.09M -7,572 -89%
NFG
346
Next Financial Group
Texas
$142K +$137K +950 New
SBL
347
Sargent Bickham Lagudis
Colorado
$109K
BDS
348
Banco de Sabadell
Florida
$101K
S
349
SignatureFD
Georgia
$91K +$8.96K +62 +11%
QCG
350
Quadrant Capital Group
Ohio
$84K +$42.2K +292 +109%