New Oriental
111 hedge funds and large institutions have $2.66B invested in New Oriental in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 35 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
8% more capital invested
Capital invested by funds: $2.46B → $2.66B (+$200M)
0.95% less ownership
Funds ownership: 76.59% → 75.64% (-0.95%)
1% less call options, than puts
Call options by funds: $28M | Put options by funds: $28.3M
17% less funds holding
Funds holding: 134 → 111 (-23)
25% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 48
66% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$75.9M |
| 2 |
KM
Kylin Management
New York
|
+$42.7M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$21.3M |
| 4 |
SI
Sensato Investors
San Francisco,
California
|
+$19M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$71M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$36.9M |
| 3 |
Goldman Sachs
New York
|
-$20.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.6M |
| 5 |
CCAM
Coupland Cardiff Asset Management
London,
United Kingdom
|
-$11.3M |
EDU Hedge Fund Activity: Q1 2015 in Review
111 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2015, worth a combined $2.66B — up 8.1% from $2.46B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of EDU and 12 opened new positions — a net loss of 23 holders — while 48 trimmed existing stakes and 36 added.
The largest buyer was Dodge & Cox, adding an estimated $75.9M. The largest seller was abrdn Investment Management, cutting an estimated $71M.
- 111 institutional investors held New Oriental (EDU) as of Q1 2015, down from 134 in Q4 2014.
- Funds reported $2.66B of New Oriental stock for Q1 2015, up 8.1% quarter-over-quarter.
- 12 funds opened new New Oriental positions in Q1 2015 and 35 closed out, a net change of -23 holders.
- The largest New Oriental buyer in Q1 2015 was Dodge & Cox, an estimated $75.9M added.
- The largest New Oriental seller in Q1 2015 was abrdn Investment Management, an estimated $71M sold.
Based on aggregated 13F filings for Q1 2015.