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New Oriental
EDU

Overview Fund Activity

436 hedge funds and large institutions have $18.3B invested in New Oriental in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 149 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
7.68%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
63
Increased
174
Reduced
149
Closed
63
Calls
$45.6M
Puts
$130M
Net Calls
-$84.6M
Net Calls Change
-$49.2M

Top Buyers

1
Invesco
1
Invesco
Georgia
$719M
2
DCP
2
D1 Capital Partners
New York
$350M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$249M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$126M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$975M

Top Sellers

1
CC
1
Cederberg Capital
United Kingdom
$114M
2
CS
2
Candriam SCA
Luxembourg
$40.1M
3
Fidelity International
3
Fidelity International
Bermuda
$216M
4
TA
4
Trivest Advisors
Hong Kong
$0
5
UBS AM
5
UBS AM
Illinois
$655M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
376
First Horizon Advisors
Tennessee
$56K +$5.14K +37 +10%
JWM
377
Janiczek Wealth Management
Colorado
$46K +$9.74K +69 +27%
Credit Agricole
378
Credit Agricole
France
$44K – – –
TRCT
379
Tower Research Capital (TRC)
New York
$43K -$118K -846 -73%
MHR
380
Matthew Hamilton Rosenberg
$42K – – –
HNB
381
Huntington National Bank
Ohio
$39K +$4.04K +29 +12%
Bank Julius Baer & Co
382
Bank Julius Baer & Co
Switzerland
$38K +$38K +270 New
LC
383
Lindbrook Capital
California
$37K +$5.75K +41 +18%
CFD
384
Creative Financial Designs
Indiana
$34K – – –
CI Investments Inc
385
CI Investments Inc
Ontario, Canada
$31K +$10.3K +74 +50%
FF
386
FourThought Financial
Florida
$30K -$3.04K -22 -9%
FPS
387
Fieldpoint Private Securities
Connecticut
$30K +$23.7K +168 +373%
IAIM
388
International Assets Investment Management
Florida
$29K -$256K -141 -90%
CL
389
COWA LLC
Oklahoma
$29K – – –
WWM
390
Wolff Wiese Magana
California
$26K +$8.38K +59 +48%
IPW
391
IronBridge Private Wealth
Texas
$25K – – –
HDIM
392
Hanson & Doremus Investment Management
Vermont
$25K – – –
WP
393
WealthShield Partners
North Carolina
$25K +$25K +176 New
IRC
394
Investors Research Corp
Georgia
$20K – – –
ST
395
Smithfield Trust
Pennsylvania
$16K – – –
EWA
396
Evolution Wealth Advisors
Florida
$16K +$16K +115 New
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$15K -$135K -1,700 -90%
PWMG
398
Prestige Wealth Management Group
New Jersey
$14K -$12.7K -91 -48%
CMA
399
Cedar Mountain Advisors
Oregon
$13K +$4.2K +31 +48%
LWA
400
Lenox Wealth Advisors
New York
$12K -$12K -85 -50%
14 15
16
17 18