We are live on ! Find out more
EDU icon

New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
Cordant Inc
Oregon
$9K +$8.49K +71 New
PCG
402
Private Capital Group
Connecticut
$8K -$1.2K -10 -12%
SPIA
403
Steward Partners Investment Advisory
New York
$7K -$12.3K -103 -61%
TJHA
404
Thomas J. Herzfeld Advisors
Florida
$7K
AF
405
Advisornet Financial
Minnesota
$7K +$6.82K +57 New
AIM
406
Anchor Investment Management
South Carolina
$6.06K
VEA
407
Virtus ETF Advisers
New York
$6K -$1.2K -10 -17%
1NWS
408
1 North Wealth Services
Maryland
$6K
GRP
409
Global Retirement Partners
California
$3K -$598 -5 -17%
FRA
410
Front Row Advisors
California
$3K +$1.44K +12 +100%
PA
411
Procyon Advisors
Connecticut
$3K +$3.35K +28 New
NSRI
412
New Silk Road Investment
Singapore
$2.36K +$191K +1,600 +9%
EARNEST Partners
413
EARNEST Partners
Georgia
$2K
EI
414
Ellevest Inc
New York
$2K
TCM
415
Tradewinds Capital Management
Washington
$2K +$1.79K +15 New
TPWA
416
TRUE Private Wealth Advisors
Oregon
$2K +$2.39K +20 New
SIS
417
Sound Income Strategies
Florida
$1K
PAA
418
Peregrine Asset Advisers
Oregon
$243 -$4.74M -39,666 -95%
TPC
419
Tiger Pacific Capital
New York
-$21.2M -191,320 Closed
KCM
420
Kingdon Capital Management
New York
-$16.3M -146,996 Closed
KIP
421
Kayak Investment Partners
California
-$10.5M -94,652 Closed
LOAMU
422
Lombard Odier Asset Management (USA)
New York
-$7.59M -68,514 Closed
PG
423
Pendal Group
Australia
-$6.24M -56,350 Closed
MNG
424
Manning & Napier Group
New York
-$4.04M -36,462 Closed
CA
425
Commerzbank Aktiengesellschaft
Germany
-$4.03M -36,409 Closed

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.