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New Oriental

409 hedge funds and large institutions have $19.5B invested in New Oriental in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 132 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $16.8B → $19.5B (+$2.69B)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

5.44% more ownership

Funds ownership: 81.32%86.76% (+5.4%)

4% more funds holding

Funds holding: 395409 (+14)

17% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 159

18% less call options, than puts

Call options by funds: $126M | Put options by funds: $154M

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.65%
New
58
Increased
132
Reduced
159
Closed
39
Calls
$126M
Puts
$154M
Net Calls
-$27.6M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
376
Financial Perspectives
Minnesota
$13.3K
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$11K -$6.64K -46 -39%
IFAM
378
Institutional & Family Asset Management
Colorado
$11K -$2.75K -19 -20%
CI Investments Inc
379
CI Investments Inc
Ontario, Canada
$11K +$10.7K +74 New
AIM
380
Anchor Investment Management
South Carolina
$10.5K +$2.89K +20 +40%
CMA
381
Cedar Mountain Advisors
Oregon
$10K -$1.45K -10 -13%
OC
382
Oakworth Capital
Alabama
$10K +$9.39K +65 New
EWA
383
Evolution Wealth Advisors
Florida
$9K -$3.76K -26 -30%
CAL
384
Capital Advisors Ltd
Ohio
$9K
PCG
385
Private Capital Group
Connecticut
$9K
Millennium Management
386
Millennium Management
New York
$8.31K -$2.29M -15,821 -22%
F
387
F3Logic
Minnesota
$7.47K +$7.22K +50 New
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$7K
NNP
389
Nachman Norwood & Parrott
South Carolina
$7K +$6.36K +44 New
FFA
390
Founders Financial Alliance
North Carolina
$7K +$6.93K +48 New
ED
391
Exane Derivatives
France
$5.68K
FCH
392
Freestone Capital Holdings
Washington
$5.23K +$5.06K +35 New
BCA
393
Berman Capital Advisors
Georgia
$5K -$289 -2 -5%
ABC
394
Associated Banc-Corp
Wisconsin
$4K
BAM
395
Bellevue Asset Management
Washington
$4K
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.16K +8 +38%
CAM
397
ClariVest Asset Management
California
$3K -$5.63K -39 -70%
EARNEST Partners
398
EARNEST Partners
Georgia
$3K
GRP
399
Global Retirement Partners
California
$3K
GWS
400
Glassman Wealth Services
Virginia
$3K +$578 +4 +22%