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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
26
BlackRock Group
United Kingdom
$29.2M +$622K +19,907 +2%
AL
27
AJO LP
Pennsylvania
$27.5M -$5.69M -182,153 -19%
OAM
28
Origin Asset Management
United Kingdom
$26.9M +$7.28M +233,000 +43%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$26.6M +$16.1M +515,065 +204%
CAM
30
Coronation Asset Management
South Africa
$22.8M -$20.4M -652,837 -50%
Goldman Sachs
31
Goldman Sachs
New York
$21.9M +$3.51M +112,264 +22%
HIM
32
Hermes Investment Management
United Kingdom
$21.6M -$6.77M -216,629 -26%
Deutsche Bank
33
Deutsche Bank
Germany
$21M +$10.4M +332,087 +121%
CS
34
Credit Suisse
Switzerland
$20M +$11.2M +357,675 +162%
TAM
35
Todd Asset Management
Kentucky
$19.1M -$2.51M -80,446 -13%
Public Employees Retirement Association of Colorado
36
Public Employees Retirement Association of Colorado
Colorado
$18.7M – – –
Principal Financial Group
37
Principal Financial Group
Iowa
$18.7M +$16.9M +541,433 New
PPA
38
Parametric Portfolio Associates
Washington
$18.4M +$505K +16,164 +3%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$17.9M -$2.76M -88,400 -15%
SI
40
Sensato Investors
California
$16M -$9.98M -319,603 -41%
Northern Trust
41
Northern Trust
Illinois
$14.7M +$1.47M +46,901 +12%
JAM
42
Jupiter Asset Management
United Kingdom
$14.1M +$172K +5,500 +1%
SEI Investments
43
SEI Investments
Pennsylvania
$13.6M +$5.34M +171,072 +78%
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
$12.7M -$5.68M -181,660 -33%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$12.5M -$1.23M -39,400 -10%
Millennium Management
46
Millennium Management
New York
$12.1M -$7.34M -234,977 -40%
ASI
47
All-Stars Investment
Hong Kong
$11.7M – – –
B
48
BP
United Kingdom
$11.7M – – –
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$11.5M +$484K +15,478 +5%
GP
50
GLG Partners
United Kingdom
$11.2M +$10.1M +322,641 New
1
2
3 4 5

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.