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New Oriental
EDU

439 hedge funds and large institutions have $25.5B invested in New Oriental in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 41

32% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 130

31% more capital invested

Capital invested by funds: $19.5B → $25.5B (+$5.99B)

7% more funds holding

Funds holding: 409 → 439 (+30)

6% more funds holding in top 10

Funds holding in top 10: 32 → 34 (+2)

6.31% less ownership

Funds ownership: 86.76% → 80.44% (-6.3%)

24% less call options, than puts

Call options by funds: $113M | Put options by funds: $148M

Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
7.77%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.6%
New
78
Increased
171
Reduced
130
Closed
41
Calls
$113M
Puts
$148M
Net Calls
-$35.4M
Net Calls Change
-$7.74M

Top Buyers

1
BlackRock
BlackRock
New York
+$170M
2
CC
Cederberg Capital
United Kingdom
+$168M
3
GQG Partners
GQG Partners
Florida
+$139M
4
TA
Trivest Advisors
Hong Kong
+$134M
5
HL
Harding Loevner
New Jersey
+$90.8M

Top Sellers

1
BAM
Brilliance Asset Management
Hong Kong
-$256M
2
UBS AM
UBS AM
Illinois
-$166M
3
Bank of America
Bank of America
North Carolina
-$153M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$144M
5
AAMU
Amundi Asset Management US
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
ClariVest Asset Management
California
$3K – – –
EARNEST Partners
427
EARNEST Partners
Georgia
$3K – – –
TCM
428
Tradewinds Capital Management
Washington
$3K – – –
AWM
429
Accel Wealth Management
Iowa
$3K +$2.86K +17 New
AF
430
Allworth Financial
California
$2K – – –
HCP
431
Hexagon Capital Partners
Arkansas
$2K – – –
AWM
432
Atticus Wealth Management
Florida
$1K – – –
SIS
433
Sound Income Strategies
Florida
$1K – – –
VFA
434
Valeo Financial Advisors
Indiana
$1K – – –
IA
435
Inspire Advisors
Idaho
$1K +$841 +5 New
AW
436
Avion Wealth
Texas
$1K +$1.01K +6 New
RPWA
437
Regent Peak Wealth Advisors
Georgia
$1K +$1.18K +7 New
MGIM
438
M&G Investment Management
United Kingdom
$735 -$195K -1,160 -23%
AIG
439
American International Group
New York
$360 – – –
BAM
440
Brilliance Asset Management
Hong Kong
– -$256M -1,709,698 Closed
AAMU
441
Amundi Asset Management US
Massachusetts
– -$132M -881,664 Closed
GAM
442
Greenwoods Asset Management
Cayman Islands
– -$28.7M -191,713 Closed
GCCM
443
Green Court Capital Management
Hong Kong
– -$13.2M -88,000 Closed
Susquehanna International Group
444
Susquehanna International Group
Pennsylvania
– -$12.3M -73,249 Closed
ACM
445
Ariose Capital Management
Hong Kong
– -$9.45M -63,200 Closed
Qube Research & Technologies (QRT)
446
Qube Research & Technologies (QRT)
United Kingdom
– -$9.26M -61,932 Closed
TAMH
447
Taikang Asset Management (HK)
Hong Kong
– -$8.07M -54,000 Closed
OAC
448
OMERS Administration Corp
Ontario, Canada
– -$7.99M -53,470 Closed
QT
449
Quantbot Technologies
New York
– -$5.55M -37,145 Closed
ICP
450
Indus Capital Partners
New York
– -$5.01M -33,542 Closed
16 17
18
19 20

EDU Hedge Fund Activity: Q4 2020 in Review

439 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2020, worth a combined $25.5B — up 31% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EDU positions and 41 closed out — a net gain of 37 holders — while 171 added to existing stakes and 130 trimmed.

The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Brilliance Asset Management, exiting entirely with an estimated $256M sold.

  • 439 institutional investors held New Oriental (EDU) as of Q4 2020, up from 409 in Q3 2020.
  • Funds reported $25.5B of New Oriental stock for Q4 2020, up 31% quarter-over-quarter.
  • 78 funds opened new New Oriental positions in Q4 2020 and 41 closed out, a net change of +37 holders.
  • The largest New Oriental buyer in Q4 2020 was BlackRock, an estimated $170M added.
  • The largest New Oriental seller in Q4 2020 was Brilliance Asset Management, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2020.