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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
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$432K -$5.38K -32 -1%
WS
327
Wedbush Securities
California
$425K
RWM
328
Ritholtz Wealth Management
New York
$421K -$33.5K -199 -8%
Connor, Clark & Lunn Investment Management (CC&L)
329
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$399K +$361K +2,148 New
LWAM
330
Legacy Wealth Asset Management
Minnesota
$396K +$359K +2,131 New
CAM
331
Cresset Asset Management
Illinois
$394K +$5.38K +32 +2%
PFO
332
Pathstone Family Office
New Jersey
$372K
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$371K -$53.2K -316 -14%
CAAS
334
Capital Asset Advisory Services
Michigan
$360K +$85K +505 +35%
FCI
335
Financial Counselors Inc
Kansas
$358K -$17.7K -105 -5%
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$355K +$118K +700 +58%
HJGA
337
Hardman Johnston Global Advisors
Connecticut
$354K -$43.8K -260 -12%
ONB
338
Old National Bancorp
Indiana
$343K -$27.4K -163 -8%
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$318K +$21.9K +130 +8%
PCS
340
Personal CFO Solutions
New Jersey
$306K +$14.1K +84 +5%
MCM
341
Mitchell Capital Management
Kansas
$305K +$23.4K +139 +9%
FA
342
FDx Advisors
Illinois
$301K +$1.68K +10 +0.6%
MIFH
343
Migdal Insurance & Financial Holdings
Israel
$299K -$24.4K -145 -8%
AAM
344
Advisors Asset Management
Colorado
$286K +$2.02K +12 +0.8%
Rafferty Asset Management
345
Rafferty Asset Management
New York
$282K +$256K +1,519 New
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$278K -$33.7K -200 -12%
C
347
Certuity
Florida
$276K +$250K +1,486 New
BBHC
348
Brown Brothers Harriman & Co
New York
$275K +$20.9K +124 +9%
OWM
349
OneAscent Wealth Management
Alabama
$272K +$246K +1,462 New
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$259K +$235K +1,396 New