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New Oriental

395 hedge funds and large institutions have $16.8B invested in New Oriental in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $13.8B → $16.8B (+$2.99B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.88% more ownership

Funds ownership: 80.44%81.32% (+0.88%)

1% less call options, than puts

Call options by funds: $178M | Put options by funds: $179M

5% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 152

8% less funds holding

Funds holding: 428395 (-33)

43% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 74

Holders
395
Holders Change
-33
Holders Change %
-7.71%
% of All Funds
8.1%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.59%
New
42
Increased
144
Reduced
152
Closed
74
Calls
$178M
Puts
$179M
Net Calls
-$1.43M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
-$250K -1,856 Closed
MFS
452
Mirabella Financial Services
United Kingdom
-$154K -1,427 Closed
NFG
453
Next Financial Group
Texas
-$114K -1,051 Closed
CLOS
454
Compagnie Lombard Odier SCmA
Switzerland
-$114K -1,050 Closed
ASN
455
Advisory Services Network
Georgia
-$109K -1,005 Closed
SF
456
Synovus Financial
Georgia
-$80K -734 Closed
HIIFS
457
Harel Insurance Investments & Financial Services
Israel
-$54K -500 Closed
GWM
458
Geneos Wealth Management
Colorado
-$22K -200 Closed
AC
459
AlphaCore Capital
California
-$20K -185 Closed
II
460
Inspire Investing
Idaho
-$18K -169 Closed
CAN
461
Claraphi Advisory Network
United States
-$17K -155 Closed
WQ
462
Wealth Quarterback
New Jersey
-$13K -120 Closed
VEA
463
Virtus ETF Advisers
New York
-$6K -60 Closed
AF
464
Advisornet Financial
Minnesota
-$6K -57 Closed
TJHA
465
Thomas J. Herzfeld Advisors
Florida
-$6K -56 Closed
SFS
466
Sowell Financial Services
Arkansas
-$4K -38 Closed
EI
467
Ellevest Inc
New York
-$2K -20 Closed
TPWA
468
TRUE Private Wealth Advisors
Oregon
-$2K -20 Closed
FGAM
469
Financial Gravity Asset Management
Texas
-$1.17K -11 Closed
1832 Asset Management
470
1832 Asset Management
Ontario, Canada
-$286K