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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
51
USS Investment Management
United Kingdom
$73.7M +$16.3M +136,500 +29%
HA
52
HHLR Advisors
Cayman Islands
$73.1M -$258M -2,158,074 -78%
Allianz Asset Management
53
Allianz Asset Management
Germany
$71.9M +$22.4M +187,339 +46%
Public Employees Retirement Association of Colorado
54
Public Employees Retirement Association of Colorado
Colorado
$69.9M +$405K +3,387 +0.6%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$69.4M +$2.91M +24,321 +4%
ZAM
56
Zeal Asset Management
Hong Kong
$67.7M +$66.1M +552,831 New
AAMU
57
Amundi Asset Management US
Massachusetts
$65.2M -$689K -5,761 -1%
UBS Group
58
UBS Group
Switzerland
$62.9M +$8.51M +71,167 +16%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$62.4M +$25.1M +209,746 +69%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$61.6M +$18.6M +155,900 +46%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$60.5M +$2.34M +19,556 +4%
RCW
62
Rheos Capital Works
Japan
$58.3M -$2.28M -19,100 -4%
SVI
63
Strategic Vision Investment
Hong Kong
$54.6M -$8.39M -70,172 -13%
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$53.4M +$13.3M +111,589 +34%
APG Asset Management
65
APG Asset Management
Netherlands
$51.6M +$13.7M +115,000 +32%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$49.3M +$589K +4,923 +1%
Lord, Abbett & Co
67
Lord, Abbett & Co
New Jersey
$49.1M +$3.22M +26,943 +7%
Millennium Management
68
Millennium Management
New York
$47.8M +$30.4M +254,401 +182%
GCCM
69
Green Court Capital Management
Hong Kong
$47.6M +$43.3M +361,783 +1,186%
AQR Capital Management
70
AQR Capital Management
Connecticut
$46.4M -$2.49M -20,789 -5%
PAMU
71
Pictet Asset Management (UK)
United Kingdom
$45.4M -$21.8M -182,700 -33%
Swiss National Bank
72
Swiss National Bank
Switzerland
$44.6M -$16M -133,461 -27%
Geode Capital Management
73
Geode Capital Management
Massachusetts
$43.8M +$2.57M +21,537 +6%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$43.7M +$2.6M +21,706 +6%
MGM
75
Miura Global Management
New York
$43.1M -$586K -4,900 -1%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.