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New Oriental

428 hedge funds and large institutions have $13.8B invested in New Oriental in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 162 increasing their positions, 151 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

2% more funds holding

Funds holding: 418428 (+10)

7% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 151

0.75% more ownership

Funds ownership: 79.69%80.44% (+0.75%)

10% less capital invested

Capital invested by funds: $15.3B → $13.8B (-$1.55B)

32% less call options, than puts

Call options by funds: $97.3M | Put options by funds: $142M

Holders
428
Holders Change
+10
Holders Change %
+2.39%
% of All Funds
9.43%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.59%
New
67
Increased
162
Reduced
151
Closed
52
Calls
$97.3M
Puts
$142M
Net Calls
-$44.8M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
Evolution Wealth Advisors
Florida
$14K +$16K +125 New
CFGS
402
Concourse Financial Group Securities
Alabama
$14K +$16.9K +132 New
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$13K
WQ
404
Wealth Quarterback
New Jersey
$13K
IFAM
405
Institutional & Family Asset Management
Colorado
$11K -$9.76K -76 -44%
EFSCE
406
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$899 +7 +7%
APA
407
American Portfolios Advisors
New York
$9.85K
FP
408
Financial Perspectives
Minnesota
$9.63K +$11.4K +89 New
BCA
409
Berman Capital Advisors
Georgia
$9K +$899 +7 +8%
CMA
410
Cedar Mountain Advisors
Oregon
$8K -$6.55K -51 -40%
PCG
411
Private Capital Group
Connecticut
$8K
CAL
412
Capital Advisors Ltd
Ohio
$7K +$7.96K +62 New
AF
413
Advisornet Financial
Minnesota
$6K
TJHA
414
Thomas J. Herzfeld Advisors
Florida
$6K
VEA
415
Virtus ETF Advisers
New York
$6K +$1.41K +11 +22%
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6.93K +54 New
AIM
417
Anchor Investment Management
South Carolina
$5.41K
SFS
418
Sowell Financial Services
Arkansas
$4K -$12.1K -94 -71%
FRA
419
Front Row Advisors
California
$3K
PA
420
Procyon Advisors
Connecticut
$3K
GRP
421
Global Retirement Partners
California
$3K +$385 +3 +13%
ABC
422
Associated Banc-Corp
Wisconsin
$3K +$3.6K +28 New
EARNEST Partners
423
EARNEST Partners
Georgia
$2K
EI
424
Ellevest Inc
New York
$2K
TCM
425
Tradewinds Capital Management
Washington
$2K