New Oriental
395 hedge funds and large institutions have $9.9B invested in New Oriental in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 124 reducing their positions, and 98 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 124
13% more call options, than puts
Call options by funds: $294M | Put options by funds: $261M
0.54% less ownership
Funds ownership: 7.6% → 7.06% (-0.54%)
10% less funds holding
Funds holding: 438 → 395 (-43)
38% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 98
46% less capital invested
Capital invested by funds: $18.3B → $9.9B (-$8.37B)
46% less funds holding in top 10
Funds holding in top 10: 24 → 13 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$435M |
| 2 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
+$245M |
| 3 |
JP Morgan Chase
New York
|
+$228M |
| 4 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$215M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$454M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$386M |
| 3 |
DCP
D1 Capital Partners
New York
|
-$350M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$320M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$303M |
EDU Hedge Fund Activity: Q2 2021 in Review
395 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2021, worth a combined $9.9B — down 46% from $18.3B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of EDU and 61 opened new positions — a net loss of 37 holders — while 124 trimmed existing stakes and 163 added.
The largest buyer was Davis Selected Advisers, adding an estimated $435M. The largest seller was UBS AM, cutting an estimated $454M.
- 395 institutional investors held New Oriental (EDU) as of Q2 2021, down from 438 in Q1 2021.
- Funds reported $9.9B of New Oriental stock for Q2 2021, down 46% quarter-over-quarter.
- 61 funds opened new New Oriental positions in Q2 2021 and 98 closed out, a net change of -37 holders.
- The largest New Oriental buyer in Q2 2021 was Davis Selected Advisers, an estimated $435M added.
- The largest New Oriental seller in Q2 2021 was UBS AM, an estimated $454M sold.
Based on aggregated 13F filings for Q2 2021.