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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$169M +$7.52M +62,891 +5%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$169M +$1.9M +15,922 +1%
SGA
28
Sustainable Growth Advisers
Connecticut
$166M -$23.3M -194,959 -12%
MCM
29
Melvin Capital Management
New York
$158M -$29.9M -250,000 -16%
Lazard Asset Management
30
Lazard Asset Management
New York
$150M -$378K -3,161 -0.3%
Sands Capital Management
31
Sands Capital Management
Virginia
$140M +$10.6M +88,546 +8%
DCP
32
DSM Capital Partners
Florida
$135M +$16.8M +140,238 +14%
Alkeon Capital Management
33
Alkeon Capital Management
New York
$127M -$68.9M -576,500 -35%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$125M -$7.84M -65,585 -6%
Legal & General Group
35
Legal & General Group
United Kingdom
$120M -$6.25M -52,279 -5%
Citigroup
36
Citigroup
New York
$120M +$27.6M +231,069 +30%
CS
37
Credit Suisse
Switzerland
$104M +$17M +141,873 +20%
CC
38
Cederberg Capital
United Kingdom
$98.8M +$8.95M +74,880 +10%
Nomura Asset Management
39
Nomura Asset Management
Japan
$96.1M +$10.7M +89,200 +13%
Man Group
40
Man Group
United Kingdom
$91.5M +$8.37M +70,025 +10%
Northern Trust
41
Northern Trust
Illinois
$90.3M -$108K -902 -0.1%
TA
42
Trivest Advisors
Hong Kong
$87.9M +$86.7M +725,000 New
TC
43
Tairen Capital
Hong Kong
$87.1M -$11.4M -95,600 -12%
American Century Companies
44
American Century Companies
Missouri
$85.1M +$1.74M +14,516 +2%
BAMCO Inc
45
BAMCO Inc
New York
$84.8M +$3.61M +30,190 +5%
BPIH
46
Broad Peak Investment Holdings
Singapore
$81.9M +$1.53M +12,775 +2%
PAM
47
Pinpoint Asset Management
Hong Kong
$81.2M +$80M +669,501 New
Franklin Resources
48
Franklin Resources
California
$80.6M +$20.3M +170,051 +34%
CCM
49
Causeway Capital Management
California
$79.3M +$24.4M +204,177 +45%
CFM
50
Coronation Fund Managers
South Africa
$74.6M -$64.8M -541,981 -47%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.