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New Oriental
EDU

229 hedge funds and large institutions have $5.06B invested in New Oriental in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $50.3M | Put options by funds: $24M

4% more funds holding in top 10

Funds holding in top 10: 25 → 26 (+1)

0.08% more ownership

Funds ownership: 3.85% → 3.93% (+0.08%)

9% less capital invested

Capital invested by funds: $5.54B → $5.06B (-$474M)

11% less funds holding

Funds holding: 256 → 229 (-27)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

42% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 52

Holders
229
Holders Change
-27
Holders Change %
-10.55%
% of All Funds
3.31%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
30
Increased
73
Reduced
94
Closed
52
Calls
$50.3M
Puts
$24M
Net Calls
+$26.3M
Net Calls Change
-$10.4M

Top Buyers

1
AMH
Aspex Management (HK)
Hong Kong
+$264M
2
TA
Trivest Advisors
Hong Kong
+$138M
3
Morgan Stanley
Morgan Stanley
New York
+$111M
4
Norges Bank
Norges Bank
Norway
+$82.4M
5
Goldman Sachs
Goldman Sachs
New York
+$79.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
2
TC
Tairen Capital
Hong Kong
-$116M
3
BlackRock
BlackRock
New York
-$81.2M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$72.7M
5
UBS AM
UBS AM
Illinois
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$51.9M +$19.9M +243,689 +58%
YCM
27
Yiheng Capital Management
California
$51.1M -$4.07M -50,000 -7%
PAM
28
Pinpoint Asset Management
Hong Kong
$50.7M +$15.4M +188,512 +45%
AIM
29
Alpine Investment Management
Hong Kong
$45.1M +$47.3M +580,278 New
BNP Paribas Asset Management
30
BNP Paribas Asset Management
France
$44.6M +$2.86M +35,049 +7%
Amundi
31
Amundi
France
$43.4M -$250K -3,069 -0.6%
TIM
32
Thornburg Investment Management
New Mexico
$43.1M +$30.6M +376,036 +212%
CC
33
Carrhae Capital
United Kingdom
$40.8M +$25.3M +310,897 +146%
BlackRock
34
BlackRock
New York
$40.5M -$81.2M -996,194 -66%
SCM
35
Shah Capital Management
North Carolina
$36.8M -$2.03M -24,948 -5%
AI
36
Axiom Investors
Connecticut
$34.3M -$3.61M -44,292 -9%
PAEMF
37
Panview Asian Equity Master Fund
Hong Kong
$33.7M +$4.89M +60,000 +16%
Citadel Advisors
38
Citadel Advisors
Florida
$32.1M -$2.29M -28,164 -6%
Verition Fund Management
39
Verition Fund Management
Connecticut
$31.9M -$1.13M -13,868 -3%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$31.6M +$15.2M +186,117 +84%
American Century Companies
41
American Century Companies
Missouri
$31.6M -$317K -3,887 -0.9%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$31M -$17.9M -220,179 -36%
TP
43
Thunderbird Partners
United Kingdom
$30.4M -$6.66M -81,766 -17%
BAM
44
Brilliance Asset Management
Hong Kong
$30.1M +$31.6M +387,653 New
UBS Group
45
UBS Group
Switzerland
$28.7M -$32.4M -397,823 -52%
Macquarie Group
46
Macquarie Group
Australia
$28.6M -$7.5K -92 -0%
Victory Capital Management
47
Victory Capital Management
Texas
$26M +$5.57M +68,321 +26%
B
48
Barings
North Carolina
$25.9M – – –
MAMHA
49
MY.Alpha Management HK Advisors
Hong Kong
$24.2M -$11M -134,907 -30%
JP Morgan Chase
50
JP Morgan Chase
New York
$22M +$15M +183,519 +185%
1
2
3 4 5

EDU Hedge Fund Activity: Q2 2024 in Review

229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2024, worth a combined $5.06B — down 8.6% from $5.54B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EDU and 30 opened new positions — a net loss of 22 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was Aspex Management (HK), opening a new position worth an estimated $264M. The largest seller was Fidelity Investments, cutting an estimated $158M.

  • 229 institutional investors held New Oriental (EDU) as of Q2 2024, down from 256 in Q1 2024.
  • Funds reported $5.06B of New Oriental stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 30 funds opened new New Oriental positions in Q2 2024 and 52 closed out, a net change of -22 holders.
  • The largest New Oriental buyer in Q2 2024 was Aspex Management (HK), an estimated $264M added.
  • The largest New Oriental seller in Q2 2024 was Fidelity Investments, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2024.