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New Oriental

152 hedge funds and large institutions have $1.58B invested in New Oriental in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

41% more capital invested

Capital invested by funds: $1.12B → $1.58B (+$462M)

0.93% less ownership

Funds ownership: 5.52%4.59% (-0.93%)

21% less funds holding

Funds holding: 193152 (-41)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

43% less call options, than puts

Call options by funds: $112M | Put options by funds: $197M

49% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 84

Holders
152
Holders Change
-41
Holders Change %
-21.24%
% of All Funds
2.56%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
43
Increased
37
Reduced
59
Closed
84
Calls
$112M
Puts
$197M
Net Calls
-$85.5M
Net Calls Change
-$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
26
Pictet Asset Management (Switzerland)
Switzerland
$12.3M +$8.29M +605,161 New
Neuberger Berman Group
27
Neuberger Berman Group
New York
$12M +$8.19M +598,017 New
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$11.9M +$8M +583,619 New
Amundi
29
Amundi
France
$11.6M +$7.25M +528,868 New
IAMH
30
IvyRock Asset Management (HK)
Hong Kong
$11.4M
Bank of America
31
Bank of America
North Carolina
$10.3M -$40.6M -2,964,380 -85%
UBS AM
32
UBS AM
Illinois
$10.1M +$6.81M +497,114 New
Legal & General Group
33
Legal & General Group
United Kingdom
$9.32M -$9.42M -687,904 -60%
Jane Street
34
Jane Street
New York
$7.61M +$1.04M +76,274 +25%
Barclays
35
Barclays
United Kingdom
$7.6M -$2.95M -215,145 -37%
CS
36
Credit Suisse
Switzerland
$7.58M -$2.83M -206,934 -36%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.52M +$410K +29,899 +9%
Prudential Financial
38
Prudential Financial
New Jersey
$7.33M +$404K +29,500 +9%
Invesco
39
Invesco
Georgia
$7.31M +$68.3K +4,984 +1%
HLAM
40
Hidden Lake Asset Management
New York
$7.08M +$4.77M +348,002 New
ACM
41
Ariose Capital Management
Hong Kong
$6.39M +$4.3M +314,104 New
HSBC Holdings
42
HSBC Holdings
United Kingdom
$6.17M -$3.41M -248,905 -45%
PAMI
43
Perseverance Asset Management International
Cayman Islands
$6.11M +$4.11M +300,000 New
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.13M -$272K -19,883 -7%
Millennium Management
45
Millennium Management
New York
$4.72M -$8.98M -655,308 -74%
6C
46
6elm Capital
New York
$4.68M +$3.15M +230,000 New
CUAMC
47
China Universal Asset Management Company
China
$4.58M +$1.71M +125,000 +125%
SG Americas Securities
48
SG Americas Securities
New York
$3.94M -$3.58M -261,150 -57%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$3.91M -$910K -66,461 -26%
Franklin Resources
50
Franklin Resources
California
$3.8M -$642K -46,849 -20%

EDU Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2022, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EDU and 43 opened new positions — a net loss of 41 holders — while 59 trimmed existing stakes and 37 added.

The largest buyer was Baupost Group, opening a new position worth an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $68.3M.

  • 152 institutional investors held New Oriental (EDU) as of Q2 2022, down from 193 in Q1 2022.
  • Funds reported $1.58B of New Oriental stock for Q2 2022, up 41% quarter-over-quarter.
  • 43 funds opened new New Oriental positions in Q2 2022 and 84 closed out, a net change of -41 holders.
  • The largest New Oriental buyer in Q2 2022 was Baupost Group, an estimated $110M added.
  • The largest New Oriental seller in Q2 2022 was Morgan Stanley, an estimated $68.3M sold.

Based on aggregated 13F filings for Q2 2022.