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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
EGM
451
Engineers Gate Manager
New York
– -$4.11M -27,508 Closed
UH
452
Unigestion Holding
Switzerland
– -$3.27M -21,900 Closed
PWAG
453
Polaris Wealth Advisory Group
California
– -$3.27M -21,530 Closed
QC
454
Quadrature Capital
United Kingdom
– -$2.9M -19,379 Closed
QIM
455
Quantitative Investment Management
Virginia
– -$2.88M -19,280 Closed
Squarepoint
456
Squarepoint
New York
– -$2.59M -17,339 Closed
SCM
457
Shelton Capital Management
Colorado
– -$2.44M -16,356 Closed
TC
458
TwinBeech Capital
New York
– -$2.31M -15,471 Closed
OAM
459
Oberweis Asset Management
Illinois
– -$1.57M -10,500 Closed
ECM
460
ExodusPoint Capital Management
New York
– -$1.55M -10,349 Closed
CG
461
Colony Group
Massachusetts
– -$1.25M -8,336 Closed
JF
462
Jump Financial
Illinois
– -$1.21M -8,100 Closed
Hudson Bay Capital Management
463
Hudson Bay Capital Management
Connecticut
– -$1.05M -7,000 Closed
KCMH
464
Keywise Capital Management (HK)
Hong Kong
– -$583K -3,900 Closed
Jane Street
465
Jane Street
New York
– -$632K -3,757 Closed
VF
466
Virtu Financial
New York
– -$458K -3,061 Closed
GCP
467
GSA Capital Partners
United Kingdom
– -$448K -2,994 Closed
FRM
468
Fox Run Management
Connecticut
– -$350K -2,344 Closed
TI
469
Trexquant Investment
Connecticut
– -$260K -1,742 Closed
CIA
470
CSat Investment Advisory
Michigan
– -$247K -1,653 Closed
DTL
471
Dynamic Technology Lab
Singapore
– -$221K -1,480 Closed
GT
472
Glenmede Trust
Pennsylvania
– -$56K -380 Closed
CCA
473
Column Capital Advisors
Indiana
– -$48K -319 Closed
FHA
474
Flagship Harbor Advisors
Massachusetts
– -$32K -217 Closed
BFEC
475
Benjamin F. Edwards & Company
Missouri
– -$15K -100 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.