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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
AAM
426
Arabesque Asset Management
United Kingdom
-$2.79M -25,200 Closed
Group One Trading
427
Group One Trading
Illinois
-$1.79M -15,006 Closed
LCM
428
Laurion Capital Management
New York
-$1.62M -14,600 Closed
CAIMH
429
Central Asset Investments & Management Holdings
Hong Kong
-$1.03M -9,340 Closed
TI
430
Trexquant Investment
Connecticut
-$689K -6,220 Closed
SAM
431
Sycomore Asset Management
France
-$430K -3,817 Closed
VAS
432
Vestmark Advisory Solutions
Massachusetts
-$375K -3,384 Closed
EMG
433
Ellington Management Group
Connecticut
-$332K -3,000 Closed
WG
434
Winton Group
United Kingdom
-$277K -2,499 Closed
NFC
435
Northeast Financial Consultants
Connecticut
-$250K -2,261 Closed
1WA
436
180 Wealth Advisors
Washington
-$242K -2,146 Closed
WAM
437
World Asset Management
Michigan
-$211K -1,905 Closed
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
-$75K -677 Closed
SB
439
Strategic Blueprint
Georgia
-$31K -276 Closed
BL
440
Balentine LLC
Georgia
-$30K -275 Closed
CCM
441
Covington Capital Management
California
-$24K -215 Closed
EWA
442
Evolution Wealth Advisors
Florida
-$14K -125 Closed
BDS
443
Banco de Sabadell
Florida
-$11K -104 Closed
CFGS
444
Concourse Financial Group Securities
Alabama
-$1.31K -11 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.