New Oriental
266 hedge funds and large institutions have $8.42B invested in New Oriental in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
17% more capital invested
Capital invested by funds: $7.22B → $8.42B (+$1.2B)
6% more funds holding
Funds holding: 252 → 266 (+14)
6% more call options, than puts
Call options by funds: $21.3M | Put options by funds: $20.1M
0.24% less ownership
Funds ownership: 76.06% → 75.82% (-0.24%)
25% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$215M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$200M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$189M |
| 4 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
+$55.6M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$267M |
| 2 |
O
OppenheimerFunds
New York
|
-$187M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$87.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$73.9M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
-$44.2M |
EDU Hedge Fund Activity: Q2 2017 in Review
266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2017, worth a combined $8.42B — up 17% from $7.22B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EDU positions and 25 closed out — a net gain of 15 holders — while 81 added to existing stakes and 108 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $215M. The largest seller was Fidelity International, cutting an estimated $267M.
- 266 institutional investors held New Oriental (EDU) as of Q2 2017, up from 252 in Q1 2017.
- Funds reported $8.42B of New Oriental stock for Q2 2017, up 17% quarter-over-quarter.
- 40 funds opened new New Oriental positions in Q2 2017 and 25 closed out, a net change of +15 holders.
- The largest New Oriental buyer in Q2 2017 was Wellington Management Group, an estimated $215M added.
- The largest New Oriental seller in Q2 2017 was Fidelity International, an estimated $267M sold.
Based on aggregated 13F filings for Q2 2017.