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New Oriental

134 hedge funds and large institutions have $2.46B invested in New Oriental in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

5% more funds holding

Funds holding: 128134 (+6)

1.28% less ownership

Funds ownership: 77.88%76.59% (-1.3%)

13% less capital invested

Capital invested by funds: $2.83B → $2.46B (-$375M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $31.4M

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
34
Increased
38
Reduced
47
Closed
25
Calls
$15.4M
Puts
$31.4M
Net Calls
-$16M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
TAA
26
TB Alternative Assets
Cayman Islands
$10.2M +$4.34M +200,000 +67%
Renaissance Technologies
27
Renaissance Technologies
New York
$10.1M +$3.79M +174,400 +55%
Public Employees Retirement Association of Colorado
28
Public Employees Retirement Association of Colorado
Colorado
$9.8M
JP Morgan Chase
29
JP Morgan Chase
New York
$9.73M -$25.2M -1,161,366 -71%
Deutsche Bank
30
Deutsche Bank
Germany
$9.54M -$3.65M -167,985 -26%
JAM
31
Jupiter Asset Management
United Kingdom
$9.18M +$3.68M +169,500 +60%
CS
32
Credit Suisse
Switzerland
$9.17M +$1.24M +57,221 +15%
Axa
33
Axa
France
$8.78M +$9.34M +429,951 New
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$8.09M +$241K +11,100 +3%
Citadel Advisors
35
Citadel Advisors
Florida
$7.73M +$8.23M +378,956 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$7.46M +$2.71M +124,925 +52%
ASI
37
All-Stars Investment
Hong Kong
$7.34M +$7.81M +359,727 New
GC
38
GMT Capital
Georgia
$6.78M +$7.21M +332,200 New
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$6.4M
UBS AM
40
UBS AM
Illinois
$5.37M -$2.56M -117,900 -31%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$5.28M +$5.61M +258,600 New
B
42
BP
United Kingdom
$4.98M
Credit Agricole
43
Credit Agricole
France
$4.98M +$745K +34,300 +17%
State Street
44
State Street
Massachusetts
$4.74M +$152K +6,980 +3%
PI
45
Putnam Investments
Massachusetts
$4.24M +$1.5K +69 +0%
Morgan Stanley
46
Morgan Stanley
New York
$4.2M -$818K -37,664 -15%
SMDAM
47
Sumitomo Mitsui DS Asset Management
Japan
$3.95M +$4.34K +200 +0.1%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$3.71M -$836K -38,500 -17%
CII
49
Capital International Inc
California
$3.61M -$13.8M -636,500 -78%
Boston Partners
50
Boston Partners
Massachusetts
$3.59M +$3.82M +176,016 New

EDU Hedge Fund Activity: Q4 2014 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2014, worth a combined $2.46B — down 13% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EDU positions and 25 closed out — a net gain of 9 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Kylin Management, opening a new position worth an estimated $60M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $85.4M sold.

  • 134 institutional investors held New Oriental (EDU) as of Q4 2014, up from 128 in Q3 2014.
  • Funds reported $2.46B of New Oriental stock for Q4 2014, down 13% quarter-over-quarter.
  • 34 funds opened new New Oriental positions in Q4 2014 and 25 closed out, a net change of +9 holders.
  • The largest New Oriental buyer in Q4 2014 was Kylin Management, an estimated $60M added.
  • The largest New Oriental seller in Q4 2014 was Turiya Advisors Asia, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2014.