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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
51
Vanguard Group
Pennsylvania
$11.1M +$549K +17,578 +6%
JP Morgan Chase
52
JP Morgan Chase
New York
$11M +$5.4M +172,759 +119%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$9.83M +$3.12M +99,900 +54%
Teacher Retirement System of Texas
54
Teacher Retirement System of Texas
Texas
$9.41M +$7.69M +246,089 +950%
Zurich Cantonal Bank
55
Zurich Cantonal Bank
Switzerland
$9.15M +$1.66M +52,997 +25%
ICP
56
Indus Capital Partners
New York
$9.04M +$8.17M +261,500 New
Connor, Clark & Lunn Investment Management (CC&L)
57
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.79M +$2.89M +92,425 +57%
Two Sigma Investments
58
Two Sigma Investments
New York
$8.49M -$4.01M -128,330 -34%
Axa
59
Axa
France
$8.44M +$1.39M +44,568 +22%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$8.07M +$550K +17,617 +8%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$7.46M +$1.41M +45,216 +27%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$7.44M -$4.52M -144,845 -40%
Morgan Stanley
63
Morgan Stanley
New York
$7.12M -$2.41M -77,269 -27%
American Century Companies
64
American Century Companies
Missouri
$7.05M +$6.37M +203,758 New
USAA
65
United Services Automobile Association
Texas
$6.98M -$2.2M -70,500 -26%
DCM
66
Discovery Capital Management
Connecticut
$6.16M +$5.56M +178,000 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$6.09M -$790K -25,277 -13%
Swiss National Bank
68
Swiss National Bank
Switzerland
$5.54M +$1.26M +40,413 +34%
AAF
69
Andra AP-fonden
Sweden
$5.15M +$4.65M +148,800 New
Caisse de Depot et Placement du Quebec (CDPQ)
70
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.73M +$1.02M +32,500 +31%
Bank of America
71
Bank of America
North Carolina
$4.15M +$204K +6,544 +6%
TCIM
72
TIAA CREF Investment Management
New York
$4.15M -$6.25K -200 -0.2%
Skandinaviska Enskilda Banken (SEB)
73
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.14M -$3.47M -111,200 -48%
RFWA
74
RPg Family Wealth Advisory
Massachusetts
$3.99M +$3.61M +115,470 New
HI
75
HBK Investments
Texas
$3.95M -$187K -6,000 -5%
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3
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EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.