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New Oriental

134 hedge funds and large institutions have $2.46B invested in New Oriental in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

5% more funds holding

Funds holding: 128134 (+6)

1.28% less ownership

Funds ownership: 77.88%76.59% (-1.3%)

13% less capital invested

Capital invested by funds: $2.83B → $2.46B (-$375M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $31.4M

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
34
Increased
38
Reduced
47
Closed
25
Calls
$15.4M
Puts
$31.4M
Net Calls
-$16M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
51
Alyeska Investment Group
Illinois
$3.46M +$3.68M +169,643 New
AII
52
AGF Investments Inc
Ontario, Canada
$3.46M
UBS Group
53
UBS Group
Switzerland
$3.17M +$3.37M +155,040 New
GH
54
GAM Holding
Switzerland
$3.12M -$1.09M -50,000 -25%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.89M -$2.6M -119,967 -46%
NI
56
Nepsis Inc
Minnesota
$2.86M +$3.04M +139,999 New
CIS
57
Capital International Sarl
California
$2.82M -$5.17M -238,300 -63%
TRSOTSOK
58
Teachers Retirement System of the State of Kentucky
Kentucky
$2.74M +$2.92M +134,300 New
TAM
59
Todd Asset Management
Kentucky
$2.74M +$2.92M +134,300 New
OAM
60
Oxford Asset Management
United Kingdom
$2.44M -$721K -33,185 -22%
HI
61
HBK Investments
Texas
$2.36M +$1.41M +65,139 +128%
Northern Trust
62
Northern Trust
Illinois
$2.08M +$1.11M +51,008 +100%
CGT
63
Capital Guardian Trust
California
$1.97M -$8.59M -395,400 -80%
RFC
64
Russell Frank Company
Washington
$1.78M -$3.09M -142,369 -62%
VAM
65
Visium Asset Management
New York
$1.76M +$1.87M +86,303 New
WGCA
66
Wolf Group Capital Advisors
Virginia
$1.66M +$320K +14,725 +22%
CANY
67
Caxton Associates (New York)
New York
$1.37M +$1.46M +67,200 New
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$1.33M -$6.54K -301 -0.5%
Canada Life
69
Canada Life
Manitoba, Canada
$1.27M
Ameriprise
70
Ameriprise
Minnesota
$1.19M -$35.4K -1,632 -3%
ARTA
71
A.R.T. Advisors
New York
$1.18M -$1.9M -87,415 -60%
QI
72
QS Investors
New York
$1.07M +$1.14M +52,300 New
GXMC
73
Global X Management Company
New York
$1.06M -$877K -40,381 -44%
Citigroup
74
Citigroup
New York
$1.03M +$98.7K +4,547 +10%
MAA
75
Managed Account Advisors
New Jersey
$985K -$655K -30,175 -38%

EDU Hedge Fund Activity: Q4 2014 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2014, worth a combined $2.46B — down 13% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EDU positions and 25 closed out — a net gain of 9 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Kylin Management, opening a new position worth an estimated $60M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $85.4M sold.

  • 134 institutional investors held New Oriental (EDU) as of Q4 2014, up from 128 in Q3 2014.
  • Funds reported $2.46B of New Oriental stock for Q4 2014, down 13% quarter-over-quarter.
  • 34 funds opened new New Oriental positions in Q4 2014 and 25 closed out, a net change of +9 holders.
  • The largest New Oriental buyer in Q4 2014 was Kylin Management, an estimated $60M added.
  • The largest New Oriental seller in Q4 2014 was Turiya Advisors Asia, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2014.