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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
DJYG
351
David J. Yvars Group
Florida
$256K +$232K +1,380 New
Creative Planning
352
Creative Planning
Kansas
$242K -$27.6K -164 -11%
VRS
353
Virginia Retirement Systems
Virginia
$242K +$219K +1,300 New
HIIFS
354
Harel Insurance Investments & Financial Services
Israel
$239K
WI
355
WrapManager Inc
California
$231K +$209K +1,242 New
RIA
356
Realta Investment Advisors
Delaware
$228K +$206K +1,225 New
WA
357
Wealth Alliance
New York
$227K +$205K +1,220 New
SA
358
Shilanski & Associates
Alaska
$225K +$204K +1,211 New
SSA
359
Schonfeld Strategic Advisors
New York
$223K -$2.55M -15,134 -93%
CWA
360
Clarus Wealth Advisors
Arizona
$223K
DHFB
361
Dixon Hubard Feinour & Brown
Virginia
$221K
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$217K +$196K +1,167 New
TRCT
363
Tower Research Capital (TRC)
New York
$214K +$30.8K +183 +19%
HighTower Advisors
364
HighTower Advisors
Illinois
$213K +$192K +1,141 New
IGGA
365
Iron Gate Global Advisors
Utah
$213K +$193K +1,149 New
ABA
366
American Beacon Advisors
Texas
$208K +$188K +1,117 New
WANY
367
Wealthspire Advisors (New York)
New York
$208K +$188K +1,118 New
SAM
368
Sompo Asset Management
Japan
$204K +$185K +1,100 New
William Blair & Company
369
William Blair & Company
Illinois
$203K -$44.9K -267 -20%
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$202K +$178K +1,059 +3,652%
NFG
371
Next Financial Group
Texas
$177K
FTDI
372
First Trust Direct Indexing
Massachusetts
$168K +$152K +906 New
S
373
SignatureFD
Georgia
$153K +$37K +220 +36%
CG
374
Cutler Group
California
$148K -$438K -2,600 -76%
SBL
375
Sargent Bickham Lagudis
Colorado
$136K