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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
WEC
351
Winslow Evans & Crocker
Massachusetts
$222K +$218K +1,826 New
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$218K
Neuberger Berman Group
353
Neuberger Berman Group
New York
$211K +$208K +1,742 New
FA
354
FDx Advisors
Illinois
$207K -$198K -1,656 -49%
AOWM
355
Alpha Omega Wealth Management
Virginia
$201K +$198K +1,657 New
SBL
356
Sargent Bickham Lagudis
Colorado
$194K
QI
357
QS Investors
New York
$166K -$83.7K -700 -35%
CG
358
Cutler Group
California
$164K -$156K -1,307 -49%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$163K -$25.8K -216 -14%
ASN
360
Advisory Services Network
Georgia
$161K +$31K +259 +24%
MC
361
Martin Currie
United Kingdom
$132K -$386K -3,226 -76%
HL
362
Harding Loevner
New Jersey
$129K -$5.02K -42 -4%
FGAM
363
Financial Gravity Asset Management
Texas
$121K -$478 -4 -18%
PCM
364
Pinz Capital Management
New York
$121K +$120K +1,000 New
WHG
365
Westwood Holdings Group
Texas
$110K
RIA
366
Realta Investment Advisors
Delaware
$107K +$52.6K +440 +98%
ZB
367
Zions Bancorporation
Utah
$80K +$78.5K +657 New
AP
368
Americana Partners
Texas
$78K +$77.7K +650 New
CCA
369
Column Capital Advisors
Indiana
$77K +$76.2K +637 New
S
370
SignatureFD
Georgia
$66K -$5.26K -44 -8%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.8K -$567K -4,742 -90%
GT
372
Glenmede Trust
Pennsylvania
$52K -$75K -627 -59%
HNB
373
Huntington National Bank
Ohio
$52K -$17.3K -145 -25%
FHA
374
First Horizon Advisors
Tennessee
$50K -$3.83K -32 -7%
Chevy Chase Trust
375
Chevy Chase Trust
Maryland
$44K +$43K +360 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.