We are live on ! Find out more
EDU icon

New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
51
Pictet Asset Management (UK)
United Kingdom
$40.2M +$994K +11,201 +3%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$40.1M +$1.92M +21,648 +5%
AQR Capital Management
53
AQR Capital Management
Connecticut
$40M +$577K +6,501 +2%
ICP
54
Indus Capital Partners
New York
$39.9M +$1.28M +14,464 +4%
B
55
Barings
North Carolina
$38.9M +$36.8M +414,216 New
CCS
56
Crosspoint Capital Strategies
California
$38.9M -$46.3K -522 -1%
SH
57
SeaTown Holdings
Singapore
$38.7M +$15.5M +175,100 +74%
American Century Companies
58
American Century Companies
Missouri
$38.4M +$5.38M +60,611 +17%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$37.9M +$31.8M +358,615 +807%
TGA
60
Trilogy Global Advisors
Florida
$36.3M +$5.44M +61,286 +19%
PPA
61
Parametric Portfolio Associates
Washington
$35.5M +$23.6M +266,107 +240%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$34.8M +$32.8M +370,000 +57,187%
UBS Group
63
UBS Group
Switzerland
$34.2M +$4.31M +48,519 +15%
DCM
64
Driehaus Capital Management
Illinois
$33.7M +$31.8M +358,116 New
T
65
TOBAM
France
$31.1M -$12.3M -138,318 -29%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31M
Renaissance Technologies
67
Renaissance Technologies
New York
$30.6M -$25.6M -288,150 -47%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$29M +$4.96M +55,921 +22%
MCM
69
Moore Capital Management
New York
$28.2M +$17.8M +200,000 +200%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$27.2M +$25.5M +286,952 +11,178%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$27.1M -$4.82M -54,284 -16%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$26.8M -$16.7M -187,715 -40%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$26.5M +$2.59M +29,200 +12%
OAM
74
Origin Asset Management
United Kingdom
$26.4M -$6.65M -74,900 -21%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$25.7M

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.