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New Oriental
EDU

Overview Fund Activity

436 hedge funds and large institutions have $18.3B invested in New Oriental in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 149 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
7.68%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
63
Increased
174
Reduced
149
Closed
63
Calls
$45.6M
Puts
$130M
Net Calls
-$84.6M
Net Calls Change
-$49.2M

Top Buyers

1
Invesco
Invesco
Georgia
$719M
2
DCP
D1 Capital Partners
New York
$350M
3
SGA
Sustainable Growth Advisers
Connecticut
$249M
4
AAMU
Amundi Asset Management US
Massachusetts
$126M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$975M

Top Sellers

1
CC
Cederberg Capital
United Kingdom
$114M
2
CS
Candriam SCA
Luxembourg
$40.1M
3
Fidelity International
Fidelity International
Bermuda
$216M
4
TA
Trivest Advisors
Hong Kong
$0
5
UBS AM
UBS AM
Illinois
$655M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
326
Ritholtz Wealth Management
New York
$290K -$26.6K -190 -8%
QTM
327
qPULA Trading Management
New York
$283K +$283K +2,024 New
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$279K -$842 -6 -0.3%
ONB
329
Old National Bancorp
Indiana
$276K +$17.1K +122 +7%
FCI
330
Financial Counselors Inc
Kansas
$261K -$8.82K -63 -3%
AAM
331
Advisors Asset Management
Colorado
$244K +$28.6K +204 +13%
PCS
332
Personal CFO Solutions
New Jersey
$243K +$12.3K +88 +5%
Rafferty Asset Management
333
Rafferty Asset Management
New York
$240K +$27.2K +194 +13%
MIFH
334
Migdal Insurance & Financial Holdings
Israel
$231K – – –
WI
335
WrapManager Inc
California
$229K +$54.8K +391 +31%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$225K +$15.1K +108 +7%
OWM
337
OneAscent Wealth Management
Alabama
$224K +$19.6K +140 +10%
DHFB
338
Dixon Hubard Feinour & Brown
Virginia
$221K -$1.99M -1,332 -90%
JAM
339
Jupiter Asset Management
United Kingdom
$216K -$506K -3,612 -70%
WMA
340
Wealth Management Associates
New Jersey
$214K -$170K -1,216 -44%
QC
341
QCM Cayman
Texas
$212K +$212K +1,513 New
CWM
342
Cabot Wealth Management
Massachusetts
$210K +$210K +1,503 New
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$208K +$44.4K +317 +27%
William Blair & Company
344
William Blair & Company
Illinois
$207K +$53.6K +382 +35%
DJYG
345
David J. Yvars Group
Florida
$193K – – –
PWM
346
Perigon Wealth Management
California
$190K -$384K -2,740 -67%
Dodge & Cox
347
Dodge & Cox
California
$190K +$190K +1,360 New
WANY
348
Wealthspire Advisors (New York)
New York
$187K +$30.7K +220 +20%
CWA
349
Clarus Wealth Advisors
Arizona
$186K – – –
ABA
350
American Beacon Advisors
Texas
$179K +$22.4K +160 +14%
12 13
14
15 16