We are live on ! Find out more
EDU icon

New Oriental

266 hedge funds and large institutions have $8.42B invested in New Oriental in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more capital invested

Capital invested by funds: $7.22B → $8.42B (+$1.2B)

6% more funds holding

Funds holding: 252266 (+14)

6% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $20.1M

0.24% less ownership

Funds ownership: 76.06%75.82% (-0.24%)

25% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 108

Holders
266
Holders Change
+14
Holders Change %
+5.56%
% of All Funds
6.63%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
40
Increased
81
Reduced
108
Closed
25
Calls
$21.3M
Puts
$20.1M
Net Calls
+$1.25M
Net Calls Change
-$690K
Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
51
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$27.6M +$26.9M +391,600 New
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$27.4M -$1.04M -15,154 -4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$25.9M -$39.8K -579 -0.2%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$24.8M +$2.34M +34,057 +11%
UBS Group
55
UBS Group
Switzerland
$24.4M -$712K -10,370 -3%
OAM
56
Origin Asset Management
United Kingdom
$23.3M -$12.6M -183,200 -36%
CII
57
Capital International Inc
California
$23.1M
NI
58
Numeric Investors
Massachusetts
$22.3M +$21.2M +308,861 +3,910%
Swiss National Bank
59
Swiss National Bank
Switzerland
$22.3M
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$21.5M +$426K +6,200 +2%
Legal & General Group
61
Legal & General Group
United Kingdom
$20.6M -$243K -3,534 -1%
Millennium Management
62
Millennium Management
New York
$20M +$18.2M +264,662 +1,345%
TAM
63
Todd Asset Management
Kentucky
$20M -$3.9M -56,740 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.5M +$19M +276,700 New
AWG
65
Alpha Wave Global
New York
$18.8M -$16.8M -245,000 -48%
Barclays
66
Barclays
United Kingdom
$18.5M +$14M +203,172 +345%
American Century Companies
67
American Century Companies
Missouri
$17.8M +$420K +6,119 +2%
SH
68
SeaTown Holdings
Singapore
$17.8M -$4.02M -58,600 -19%
DCP
69
DSM Capital Partners
Florida
$17M +$4.17M +60,678 +34%
JP Morgan Chase
70
JP Morgan Chase
New York
$16.3M -$12.4M -180,701 -44%
Credit Agricole
71
Credit Agricole
France
$15.9M -$5.84M -85,094 -27%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$15.9M +$14.8K +216 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
73
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.7M -$2.67M -38,900 -15%
Geode Capital Management
74
Geode Capital Management
Massachusetts
$15.6M +$2.23M +32,400 +17%
USAA
75
United Services Automobile Association
Texas
$15.5M -$453K -6,600 -3%

EDU Hedge Fund Activity: Q2 2017 in Review

266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2017, worth a combined $8.42B — up 17% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 25 closed out — a net gain of 15 holders — while 81 added to existing stakes and 108 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $215M. The largest seller was Fidelity International, cutting an estimated $267M.

  • 266 institutional investors held New Oriental (EDU) as of Q2 2017, up from 252 in Q1 2017.
  • Funds reported $8.42B of New Oriental stock for Q2 2017, up 17% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q2 2017 and 25 closed out, a net change of +15 holders.
  • The largest New Oriental buyer in Q2 2017 was Wellington Management Group, an estimated $215M added.
  • The largest New Oriental seller in Q2 2017 was Fidelity International, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.