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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
ASN
376
Advisory Services Network
Georgia
$131K -$50K -297 -30%
QCG
377
Quadrant Capital Group
Ohio
$109K +$4.71K +28 +5%
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$76K +$68.5K +407 New
CFGS
379
Concourse Financial Group Securities
Alabama
$69K +$24.9K +148 +66%
FHA
380
First Horizon Advisors
Tennessee
$68K -$3.7K -22 -6%
KFA
381
Krane Funds Advisors
New York
$67K -$4.01M -23,838 -99%
PA
382
Parallel Advisors
California
$67K +$3.2K +19 +6%
Credit Agricole
383
Credit Agricole
France
$58K -$11.4M -67,860 -100%
MHR
384
Matthew Hamilton Rosenberg
$56K
CSS
385
Cubist Systematic Strategies
Connecticut
$56K +$15.8K +94 +46%
JWM
386
Janiczek Wealth Management
Colorado
$48K +$17.7K +105 +69%
HNB
387
Huntington National Bank
Ohio
$47K +$3.03K +18 +8%
CFD
388
Creative Financial Designs
Indiana
$46K
ICP
389
Interchange Capital Partners
Pennsylvania
$46K +$41.9K +249 New
FF
390
FourThought Financial
Florida
$44K +$40.2K +239 New
LC
391
Lindbrook Capital
California
$41K +$841 +5 +2%
Parallax Volatility Advisers
392
Parallax Volatility Advisers
California
$40K -$568K -3,376 -94%
PWMG
393
Prestige Wealth Management Group
New Jersey
$35K
HDIM
394
Hanson & Doremus Investment Management
Vermont
$34K
CL
395
COWA LLC
Oklahoma
$34K +$32.6K +194 New
CAPTRUST Financial Advisors
396
CAPTRUST Financial Advisors
North Carolina
$33K
IPW
397
IronBridge Private Wealth
Texas
$33K +$29.8K +177 New
FP
398
Financial Perspectives
Minnesota
$32.9K +$14.8K +88 +99%
LWA
399
Lenox Wealth Advisors
New York
$32K +$28.6K +170 New
IAIM
400
International Assets Investment Management
Florida
$29K +$26.4K +157 New