We are live on ! Find out more
EDU icon

New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Baring Asset Management
United Kingdom
$36.5M +$17.7M +217,035 +110%
ICP
52
Indus Capital Partners
New York
$36.2M +$22M +269,900 +193%
Legal & General Group
53
Legal & General Group
United Kingdom
$35.7M +$9.18M +112,658 +39%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$35.7M -$806K -9,889 -2%
Millennium Management
55
Millennium Management
New York
$35.1M +$9.25M +113,555 +40%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$34.9M +$2.3M +28,265 +8%
OAM
57
Origin Asset Management
United Kingdom
$31.4M +$2.11M +25,900 +8%
American Century Companies
58
American Century Companies
Missouri
$30.7M +$7.8M +95,773 +38%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$30.2M -$805K -9,884 -3%
JCAM
60
Jericho Capital Asset Management
New York
$29.7M +$27.5M +337,000 New
Barclays
61
Barclays
United Kingdom
$29.3M +$5.68M +69,669 +27%
AIMCA
62
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.1M -$5.06M -62,100 -16%
TGA
63
Trilogy Global Advisors
Florida
$28.7M -$15.6M -190,838 -37%
UBS Group
64
UBS Group
Switzerland
$27.8M -$2.54M -31,166 -9%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$27.8M +$12M +147,764 +89%
CII
66
Capital International Inc
California
$26.8M -$1.95M -23,900 -7%
Norges Bank
67
Norges Bank
Norway
$25.4M +$23.4M +287,403 New
GC
68
GMT Capital
Georgia
$24.5M -$11.3M -138,800 -33%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$24.1M -$9.47M -116,157 -30%
Swiss National Bank
70
Swiss National Bank
Switzerland
$24M -$3.61M -44,338 -14%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$22.3M +$11.8M +144,800 +134%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$22.3M +$20.6M +252,633 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$22.3M -$4.32M -53,012 -17%
PHK
74
Point72 Hong Kong
Hong Kong
$21.9M +$9.8M +120,306 +94%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.2M -$2.94M -36,100 -13%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.