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New Oriental
EDU

195 hedge funds and large institutions have $3.95B invested in New Oriental in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more capital invested

Capital invested by funds: $2.47B → $3.95B (+$1.48B)

55% more funds holding

Funds holding: 126 → 195 (+69)

29% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $35.7M

2.32% more ownership

Funds ownership: 77.45% → 79.78% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
195
Holders Change
+69
Holders Change %
+54.76%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
84
Increased
50
Reduced
50
Closed
14
Calls
$46.1M
Puts
$35.7M
Net Calls
+$10.4M
Net Calls Change
-$17.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$105M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.4M
3
BIT
BlackRock Institutional Trust
California
+$39.7M
4
AL
AJO LP
Pennsylvania
+$27.5M
5
State Street
State Street
Massachusetts
+$27.4M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$46.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$45.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$22.8M +$1.47M +52,165 +8%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$21.9M -$2.01M -71,396 -9%
RFC
28
Russell Frank Company
Washington
$21.6M +$14.4M +512,503 +298%
Prudential Financial
29
Prudential Financial
New Jersey
$20.4M +$18.3M +651,100 New
TAM
30
Todd Asset Management
Kentucky
$19.8M -$14.4K -512 -0.1%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$19M +$352K +12,500 +2%
Millennium Management
32
Millennium Management
New York
$18.3M +$9.13M +324,253 +125%
TRSOTSOK
33
Teachers Retirement System of the State of Kentucky
Kentucky
$17.2M -$91.2K -3,240 -0.6%
OAM
34
Origin Asset Management
United Kingdom
$17.1M – – –
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$17M – – –
MAM
36
Myriad Asset Management
Hong Kong
$16.4M +$14.7M +522,202 New
Goldman Sachs
37
Goldman Sachs
New York
$16.3M +$13.4M +477,348 +1,121%
PPA
38
Parametric Portfolio Associates
Washington
$16.2M -$9.99M -354,749 -41%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$14.1M +$12M +425,352 +1,756%
CCM
40
Causeway Capital Management
California
$13.3M +$11.9M +424,200 New
JAM
41
Jupiter Asset Management
United Kingdom
$12.6M -$2.64M -93,800 -19%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$12.6M +$1.83M +65,100 +19%
Northern Trust
43
Northern Trust
Illinois
$11.9M +$8.91M +316,340 +515%
Two Sigma Investments
44
Two Sigma Investments
New York
$11.7M +$5.37M +190,676 +104%
BIM
45
Bogle Investment Management
Massachusetts
$11.7M +$10.5M +373,044 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$11.3M +$8.34M +296,086 +464%
ASI
47
All-Stars Investment
Hong Kong
$10.6M -$1.95M -69,300 -17%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$10.6M -$67.7M -2,404,800 -88%
B
49
BP
United Kingdom
$10.6M – – –
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$9.9M +$8.88M +315,586 New
1
2
3 4 5

EDU Hedge Fund Activity: Q4 2015 in Review

195 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2015, worth a combined $3.95B — up 60% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EDU positions and 14 closed out — a net gain of 70 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $105M. The largest seller was Dodge & Cox, cutting an estimated $109M.

  • 195 institutional investors held New Oriental (EDU) as of Q4 2015, up from 126 in Q3 2015.
  • Funds reported $3.95B of New Oriental stock for Q4 2015, up 60% quarter-over-quarter.
  • 84 funds opened new New Oriental positions in Q4 2015 and 14 closed out, a net change of +70 holders.
  • The largest New Oriental buyer in Q4 2015 was Acadian Asset Management, an estimated $105M added.
  • The largest New Oriental seller in Q4 2015 was Dodge & Cox, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2015.