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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$111M +$22.6M +254,661 +28%
JCAM
27
Jericho Capital Asset Management
New York
$110M +$73.5M +828,128 +246%
DSA
28
Davis Selected Advisers
Arizona
$101M +$1.63M +18,341 +2%
Allianz Asset Management
29
Allianz Asset Management
Germany
$99.1M +$20.2M +227,091 +27%
Bank of America
30
Bank of America
North Carolina
$98.9M -$8.78M -98,877 -9%
CCM
31
Causeway Capital Management
California
$80.5M -$10.4M -117,500 -12%
AllianceBernstein
32
AllianceBernstein
Tennessee
$79.7M -$21.8M -246,042 -22%
Northern Trust
33
Northern Trust
Illinois
$79.6M +$1.08M +12,206 +1%
CWAM
34
Columbia Wanger Asset Management
Illinois
$79M -$7.7M -86,800 -9%
DZ Bank
35
DZ Bank
Germany
$75.2M -$2.41M -27,186 -3%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$74.6M -$6.41M -72,256 -8%
HFM
37
Harvest Fund Management
China
$69.8M -$7.01M -79,037 -10%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$69.5M -$44.3M -499,124 -40%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$69M -$34.3M -386,800 -34%
Norges Bank
40
Norges Bank
Norway
$57.6M +$28.9M +325,490 +113%
SGA
41
Sustainable Growth Advisers
Connecticut
$54.9M +$51.8M +583,586 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$54.3M +$24.1M +271,698 +86%
TAMH
43
Taikang Asset Management (HK)
Hong Kong
$54M +$51M +574,076 New
YRHAM
44
Yong Rong (HK) Asset Management
Hong Kong
$50.9M +$48.1M +541,820 New
Legal & General Group
45
Legal & General Group
United Kingdom
$49M +$10.3M +116,435 +29%
DCP
46
DSM Capital Partners
Florida
$46.5M -$1.09M -12,305 -2%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$45.7M +$5.33M +60,000 +14%
Asset Management One
48
Asset Management One
Japan
$43.8M +$22.9M +258,364 +122%
CS
49
Credit Suisse
Switzerland
$41.2M -$14.5M -163,206 -27%
Invesco
50
Invesco
Georgia
$41M -$61.7M -694,776 -61%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.