New Oriental
256 hedge funds and large institutions have $5.54B invested in New Oriental in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 28 closing their positions.
75% more call options, than puts
Call options by funds: $85.5M | Put options by funds: $48.8M
75% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 28
15% more capital invested
Capital invested by funds: $4.81B → $5.54B (+$729M)
8% more funds holding
Funds holding: 236 → 256 (+20)
0.11% less ownership
Funds ownership: 3.96% → 3.85% (-0.11%)
7% less funds holding in top 10
Funds holding in top 10: 27 → 25 (-2)
25% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$249M |
| 2 |
TC
Tairen Capital
Hong Kong
|
+$113M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$101M |
| 4 |
TA
Trivest Advisors
Hong Kong
|
+$55.4M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$350M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$111M |
| 3 |
BlackRock
New York
|
-$89.1M |
| 4 |
Goldman Sachs
New York
|
-$50.4M |
| 5 |
YCM
Yiheng Capital Management
San Francisco,
California
|
-$48.5M |
EDU Hedge Fund Activity: Q1 2024 in Review
256 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2024, worth a combined $5.54B — up 15% from $4.81B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EDU positions and 28 closed out — a net gain of 21 holders — while 81 added to existing stakes and 108 trimmed.
The largest buyer was Bank of America, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $350M.
- 256 institutional investors held New Oriental (EDU) as of Q1 2024, up from 236 in Q4 2023.
- Funds reported $5.54B of New Oriental stock for Q1 2024, up 15% quarter-over-quarter.
- 49 funds opened new New Oriental positions in Q1 2024 and 28 closed out, a net change of +21 holders.
- The largest New Oriental buyer in Q1 2024 was Bank of America, an estimated $249M added.
- The largest New Oriental seller in Q1 2024 was Morgan Stanley, an estimated $350M sold.
Based on aggregated 13F filings for Q1 2024.