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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$99.8M -$2.89M -35,448 -3%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$99M +$39.6M +486,200 +77%
AllianceBernstein
28
AllianceBernstein
Tennessee
$96.6M +$6.97M +85,530 +8%
DSA
29
Davis Selected Advisers
Arizona
$93.4M +$9.4M +115,364 +12%
CCM
30
Causeway Capital Management
California
$86M +$3.54M +43,400 +5%
CWAM
31
Columbia Wanger Asset Management
Illinois
$81.9M +$1.78M +21,900 +2%
Lazard Asset Management
32
Lazard Asset Management
New York
$81.3M -$18.1M -222,485 -19%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$79M -$61.6M -756,147 -46%
William Blair Investment Management
34
William Blair Investment Management
Illinois
$76.4M +$25M +307,156 +55%
Northern Trust
35
Northern Trust
Illinois
$73.6M +$406K +4,984 +0.6%
DZ Bank
36
DZ Bank
Germany
$73M -$2.28M -27,964 -3%
Allianz Asset Management
37
Allianz Asset Management
Germany
$73M +$21.4M +263,064 +47%
HFM
38
Harvest Fund Management
China
$72.5M +$13.9M +170,553 +26%
Two Sigma Investments
39
Two Sigma Investments
New York
$70.4M +$52.9M +648,813 +436%
MCM
40
Melvin Capital Management
New York
$66.2M +$10.2M +125,000 +20%
Renaissance Technologies
41
Renaissance Technologies
New York
$54.2M +$50M +613,650 New
CS
42
Credit Suisse
Switzerland
$53.1M -$40.2M -492,991 -45%
ACM
43
Ariose Capital Management
Hong Kong
$46.1M +$42.6M +522,300 New
DCP
44
DSM Capital Partners
Florida
$44.7M +$21.6M +265,647 +110%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$41.8M +$5.62M +68,977 +17%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$41.7M +$2.04M +24,974 +6%
T
47
TOBAM
France
$41.4M -$10.7M -131,269 -22%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$37.6M -$5.3M -65,000 -13%
AQR Capital Management
49
AQR Capital Management
Connecticut
$37M -$74.8K -918 -0.2%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$36.8M +$16.8M +205,896 +98%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.