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New Oriental

134 hedge funds and large institutions have $2.46B invested in New Oriental in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

5% more funds holding

Funds holding: 128134 (+6)

1.28% less ownership

Funds ownership: 77.88%76.59% (-1.3%)

13% less capital invested

Capital invested by funds: $2.83B → $2.46B (-$375M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $31.4M

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
34
Increased
38
Reduced
47
Closed
25
Calls
$15.4M
Puts
$31.4M
Net Calls
-$16M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$963K
SIM
77
Sterling Investment Management
Arizona
$933K -$376K -17,315 -27%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$898K
PA
79
Profund Advisors
Maryland
$871K -$109K -5,004 -10%
Millennium Management
80
Millennium Management
New York
$834K -$43.4K -2,001 -5%
PG
81
PEAK6 Group
Illinois
$790K -$74.8K -3,445 -8%
First Trust Advisors
82
First Trust Advisors
Illinois
$747K +$397K +18,294 +100%
MAM
83
Majedie Asset Management
United Kingdom
$693K +$7.95K +366 +1%
Nomura Holdings
84
Nomura Holdings
Japan
$671K -$554K -25,502 -44%
AG
85
Aperio Group
California
$603K +$641K +29,542 New
ACI
86
AMP Capital Investors
Australia
$593K +$630K +29,000 New
AssetMark Inc
87
AssetMark Inc
California
$583K +$7.17K +330 +1%
AG
88
Ashmore Group
United Kingdom
$555K +$591K +27,207 New
FCH
89
Freestone Capital Holdings
Washington
$553K +$589K +27,110 New
GCP
90
GSA Capital Partners
United Kingdom
$552K +$587K +27,049 New
Group One Trading
91
Group One Trading
Illinois
$546K +$230K +10,596 +66%
GC
92
Guggenheim Capital
Illinois
$529K -$167K -7,680 -23%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$472K +$209K +9,617 +71%
AA
94
Alta Advisers
United Kingdom
$459K -$297K -13,700 -38%
BlackRock
95
BlackRock
New York
$459K -$99.4K -4,577 -17%
SW
96
SVB Wealth
Massachusetts
$430K +$458K +21,087 New
BG
97
BlackRock Group
United Kingdom
$416K -$293K -13,500 -40%
CSS
98
Cubist Systematic Strategies
Connecticut
$409K -$711K -32,724 -62%
VKH
99
Virtu KCG Holdings
New York
$337K +$359K +16,529 New
WSCM
100
Wellington Shields Capital Management
New York
$322K -$228K -10,500 -40%

EDU Hedge Fund Activity: Q4 2014 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2014, worth a combined $2.46B — down 13% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EDU positions and 25 closed out — a net gain of 9 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Kylin Management, opening a new position worth an estimated $60M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $85.4M sold.

  • 134 institutional investors held New Oriental (EDU) as of Q4 2014, up from 128 in Q3 2014.
  • Funds reported $2.46B of New Oriental stock for Q4 2014, down 13% quarter-over-quarter.
  • 34 funds opened new New Oriental positions in Q4 2014 and 25 closed out, a net change of +9 holders.
  • The largest New Oriental buyer in Q4 2014 was Kylin Management, an estimated $60M added.
  • The largest New Oriental seller in Q4 2014 was Turiya Advisors Asia, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2014.