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New Oriental

395 hedge funds and large institutions have $16.8B invested in New Oriental in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $13.8B → $16.8B (+$2.99B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.88% more ownership

Funds ownership: 80.44%81.32% (+0.88%)

1% less call options, than puts

Call options by funds: $178M | Put options by funds: $179M

5% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 152

8% less funds holding

Funds holding: 428395 (-33)

43% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 74

Holders
395
Holders Change
-33
Holders Change %
-7.71%
% of All Funds
8.1%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.59%
New
42
Increased
144
Reduced
152
Closed
74
Calls
$178M
Puts
$179M
Net Calls
-$1.43M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
351
Column Capital Advisors
Indiana
$46K
Parallax Volatility Advisers
352
Parallax Volatility Advisers
California
$35K -$2.37M -19,435 -99%
QCG
353
Quadrant Capital Group
Ohio
$35K -$256K -2,099 -89%
PA
354
Parallel Advisors
California
$35K -$1.1K -9 -3%
MHR
355
Matthew Hamilton Rosenberg
$35K +$36.9K +303 New
HDIM
356
Hanson & Doremus Investment Management
Vermont
$33K
CFD
357
Creative Financial Designs
Indiana
$32K +$30K +246 New
FHA
358
Flagship Harbor Advisors
Massachusetts
$29K +$12.1K +99 +77%
HNB
359
Huntington National Bank
Ohio
$28K -$16.8K -138 -39%
CFGS
360
Concourse Financial Group Securities
Alabama
$26K +$7.92K +65 +49%
PWMG
361
Prestige Wealth Management Group
New Jersey
$25K -$609 -5 -3%
CAN
362
Cetera Advisor Networks
California
$24K +$22.7K +186 New
LC
363
Lindbrook Capital
California
$21K -$6.46K -53 -25%
BL
364
Balentine LLC
Georgia
$21K +$19.9K +163 New
IRC
365
Investors Research Corp
Georgia
$19K
JWM
366
Janiczek Wealth Management
Colorado
$16K +$14.6K +120 New
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$15K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$15K
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.22K +10 +10%
ST
370
Smithfield Trust
Pennsylvania
$15K +$13.8K +113 New
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$13K +$12.2K +100 New
IFAM
372
Institutional & Family Asset Management
Colorado
$12K -$609 -5 -5%
APA
373
American Portfolios Advisors
New York
$11.9K
FP
374
Financial Perspectives
Minnesota
$11.6K
EWA
375
Evolution Wealth Advisors
Florida
$11K -$4.51K -37 -30%