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New Oriental
EDU

177 hedge funds and large institutions have $2.57B invested in New Oriental in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56.4M | Put options by funds: $37.4M

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more funds holding

Funds holding: 176 → 177 (+1)

0.19% less ownership

Funds ownership: 4.03% → 3.84% (-0.19%)

3% less capital invested

Capital invested by funds: $2.64B → $2.57B (-$67M)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.78%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
32
Increased
53
Reduced
60
Closed
31
Calls
$56.4M
Puts
$37.4M
Net Calls
+$18.9M
Net Calls Change
-$22.6M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$133M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$121M
3
DCM
Driehaus Capital Management
Illinois
+$38.7M
4
WAM
WT Asset Management
Hong Kong
+$36.8M
5
AMH
Aspex Management (HK)
Hong Kong
+$20.5M

Top Sellers

1
FFM
FengHe Fund Management
Singapore
-$93.3M
2
PCP
Polunin Capital Partners
United Kingdom
-$90.8M
3
Goldman Sachs
Goldman Sachs
New York
-$55.9M
4
BG
Baupost Group
Massachusetts
-$52M
5
TC
Tairen Capital
Hong Kong
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$26.2M – – –
Amundi
27
Amundi
France
$25.2M -$2.7M -67,395 -10%
TAMH
28
Taikang Asset Management (HK)
Hong Kong
$24.8M +$3.2M +80,000 New
NONA
29
Ninety One North America
New York
$21.2M +$6.96M +173,951 +48%
FFM
30
FengHe Fund Management
Singapore
$19.4M -$93.3M -2,332,923 -83%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.2M +$3.18M +79,400 +20%
HFM
32
Harvest Fund Management
China
$18.7M +$2.61M +65,229 +16%
SVI
33
Strategic Vision Investment
Hong Kong
$18.1M -$17.5M -436,539 -49%
AIM
34
Alpine Investment Management
Hong Kong
$17.9M +$18.1M +452,766 New
TP
35
Thunderbird Partners
United Kingdom
$17.7M +$680K +16,990 +4%
PAMI
36
Perseverance Asset Management International
Cayman Islands
$17.2M +$7.66M +191,446 +79%
PAEMF
37
Panview Asian Equity Master Fund
Hong Kong
$16.9M +$10.1M +252,000 +144%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$15.4M +$718K +17,938 +5%
OMC
39
Old Mission Capital
Illinois
$14.7M +$14.9M +373,504 New
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.4M +$3.97M +99,198 +41%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$13.2M +$4.03M +100,781 +43%
BlackRock
42
BlackRock
New York
$10.7M -$249K -6,229 -2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$10.6M +$7.11M +177,704 +250%
ACM
44
Aubrey Capital Management
United Kingdom
$9.99M -$2.03M -50,744 -17%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$8.96M -$14.9M -371,681 -62%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$8.95M – – –
AI
47
Ariel Investments
Illinois
$8.56M +$8.67M +216,727 New
EDRH
48
Edmond de Rothschild Holding
Switzerland
$7.3M +$364K +9,100 +5%
CG
49
Carmignac Gestion
France
$7.19M -$32.9M -822,356 -82%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$6.92M -$2.26M -56,545 -24%
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EDU Hedge Fund Activity: Q2 2023 in Review

177 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2023, worth a combined $2.57B — down 2.5% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EDU positions and 31 closed out — a net gain of 1 holder — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $133M. The largest seller was FengHe Fund Management, cutting an estimated $93.3M.

  • 177 institutional investors held New Oriental (EDU) as of Q2 2023, up from 176 in Q1 2023.
  • Funds reported $2.57B of New Oriental stock for Q2 2023, down 2.5% quarter-over-quarter.
  • 32 funds opened new New Oriental positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest New Oriental buyer in Q2 2023 was Schroder Investment Management Group, an estimated $133M added.
  • The largest New Oriental seller in Q2 2023 was FengHe Fund Management, an estimated $93.3M sold.

Based on aggregated 13F filings for Q2 2023.