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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 %
IFAM
401
Institutional & Family Asset Management
Colorado
$11K -$587 -4 -5%
BDS
402
Banco de Sabadell
Florida
$11K – – –
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
OC
405
Oakworth Capital
Alabama
$9K – – –
CAL
406
Capital Advisors Ltd
Ohio
$9K – – –
PCG
407
Private Capital Group
Connecticut
$9K – – –
AIC
408
Ameritas Investment Company
Nebraska
$7.7K +$7.7K +55 New
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$261 -2 -4%
BAM
410
Bellevue Asset Management
Washington
$6K +$1.71K +12 +40%
BCA
411
Berman Capital Advisors
Georgia
$5K +$1.07K +9 +27%
DWA
412
Dorsey Wright & Associates
California
$4.08K +$314 +2,240 +8%
GWS
413
Glassman Wealth Services
Virginia
$4K -$429 -3 -10%
Jones Financial Companies
414
Jones Financial Companies
Missouri
$4K +$4K +28 New
GRP
415
Global Retirement Partners
California
$3K – – –
EARNEST Partners
416
EARNEST Partners
Georgia
$3K – – –
MWP
417
Meridian Wealth Partners
Pennsylvania
$3K +$3K +21 New
CAM
418
ClariVest Asset Management
California
$2K – – –
TCM
419
Tradewinds Capital Management
Washington
$2K – – –
AWM
420
Accel Wealth Management
Iowa
$2K – – –
AIA
421
AGF Investments America
Ontario, Canada
$2K +$2K +16 New
SIS
422
Sound Income Strategies
Florida
$1.12K – – –
SCM
423
Segantii Capital Management
Hong Kong
$1K -$2.58M -18,043 -100%
AW
424
Avion Wealth
Texas
$1K – – –
VFA
425
Valeo Financial Advisors
Indiana
$1K – – –
15 16
17
18 19