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New Oriental

142 hedge funds and large institutions have $3.5B invested in New Oriental in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

4% more funds holding

Funds holding: 136142 (+6)

1.28% more ownership

Funds ownership: 74.2%75.49% (+1.3%)

2% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 47

5% less capital invested

Capital invested by funds: $3.7B → $3.5B (-$197M)

21% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $26.3M

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
34
Increased
48
Reduced
47
Closed
27
Calls
$20.9M
Puts
$26.3M
Net Calls
-$5.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
BP
United Kingdom
$7.16M -$1.32M -44,000 -15%
OAM
52
Oxford Asset Management
United Kingdom
$7.14M +$7.32M +243,411 New
JAM
53
Jupiter Asset Management
United Kingdom
$7.13M +$2.38M +79,300 +48%
State Street
54
State Street
Massachusetts
$5.7M +$624K +20,746 +12%
LG
55
Leuthold Group
Minnesota
$4.96M -$4.13M -137,538 -45%
Deutsche Bank
56
Deutsche Bank
Germany
$4.85M -$587K -19,543 -11%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$4.6M -$218K -7,248 -4%
ACI
58
AMP Capital Investors
Australia
$4.29M -$8.06M -268,307 -65%
NAM
59
NorthCoast Asset Management
Connecticut
$4.11M +$4.21M +140,062 New
OAM
60
Origin Asset Management
United Kingdom
$4.01M +$2.91M +96,932 +243%
GXMC
61
Global X Management Company
New York
$3.82M -$581K -19,324 -13%
ACM
62
Artha Capital Management
Connecticut
$3.52M +$3.6M +119,920 New
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$3.19M +$3.27M +108,864 New
Northern Trust
64
Northern Trust
Illinois
$3.08M +$1.89M +62,955 +149%
PI
65
Putnam Investments
Massachusetts
$2.82M -$1.04M -34,555 -26%
QBFM
66
QS Batterymarch Financial Management
New York
$2.76M +$69.1K +2,300 +3%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$2.76M -$511K -17,000 -15%
CI
68
Capital International
California
$2.22M -$195K -6,500 -8%
STC
69
SEI Trust Company
Pennsylvania
$2.21M +$2.27M +75,476 New
Ameriprise
70
Ameriprise
Minnesota
$2.16M -$5.32M -176,856 -71%
MCM
71
Moon Capital Management
New York
$2.1M +$414K +13,778 +24%
MAA
72
Managed Account Advisors
New Jersey
$2.09M +$371K +12,351 +21%
U
73
UBS
Switzerland
$2.06M -$123K -4,077 -5%
SIA
74
Sit Investment Associates
Minnesota
$2.05M +$81.2K +2,700 +4%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$1.8M -$156K -5,200 -8%