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New Oriental
EDU

195 hedge funds and large institutions have $3.95B invested in New Oriental in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more capital invested

Capital invested by funds: $2.47B → $3.95B (+$1.48B)

55% more funds holding

Funds holding: 126 → 195 (+69)

29% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $35.7M

2.32% more ownership

Funds ownership: 77.45% → 79.78% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
195
Holders Change
+69
Holders Change %
+54.76%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
84
Increased
50
Reduced
50
Closed
14
Calls
$46.1M
Puts
$35.7M
Net Calls
+$10.4M
Net Calls Change
-$17.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$105M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.4M
3
BIT
BlackRock Institutional Trust
California
+$39.7M
4
AL
AJO LP
Pennsylvania
+$27.5M
5
State Street
State Street
Massachusetts
+$27.4M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$46.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$45.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
76
Amundi Asset Management US
Massachusetts
$3.9M +$2.21M +78,507 +172%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$3.84M -$161K -5,709 -4%
HI
78
HBK Investments
Texas
$3.77M +$1.3M +46,298 +63%
TCIM
79
TIAA CREF Investment Management
New York
$3.77M +$3.01M +106,895 +810%
Swiss National Bank
80
Swiss National Bank
Switzerland
$3.76M +$3.37M +119,772 New
Bank of America
81
Bank of America
North Carolina
$3.56M -$2M -70,917 -38%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$3.33M -$5.55K -197 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
83
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.27M +$2.94M +104,300 New
Group One Trading
84
Group One Trading
Illinois
$3.19M +$340K +12,059 +13%
PAMU
85
Pictet Asset Management (UK)
United Kingdom
$3.17M +$2.84M +100,987 New
Legal & General Group
86
Legal & General Group
United Kingdom
$3.15M +$1.98M +70,200 +231%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$2.98M +$2.67M +94,900 New
NI
88
Numeric Investors
Massachusetts
$2.92M +$2.62M +93,200 New
OAM
89
Oxford Asset Management
United Kingdom
$2.88M +$2.56M +91,011 New
HSBC Holdings
90
HSBC Holdings
United Kingdom
$2.86M -$575K -20,437 -18%
SFP
91
Santa Fe Partners
New Mexico
$2.85M +$2.56M +90,992 New
CAM
92
ClariVest Asset Management
California
$2.75M +$2.47M +87,600 New
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$2.54M – – –
BJ
94
BlackRock Japan
Japan
$2.51M +$2.25M +79,967 New
Bank of New York Mellon
95
Bank of New York Mellon
New York
$2.33M +$2.09M +74,319 New
Jane Street
96
Jane Street
New York
$2.19M +$1.96M +69,679 New
CII
97
Capital International Inc
California
$1.75M +$504K +17,900 +47%
GXMC
98
Global X Management Company
New York
$1.67M -$73.5K -2,609 -5%
CIS
99
Capital International Sarl
California
$1.67M – – –
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$1.65M +$1.48M +52,500 New
2 3
4
5 6

EDU Hedge Fund Activity: Q4 2015 in Review

195 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2015, worth a combined $3.95B — up 60% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EDU positions and 14 closed out — a net gain of 70 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $105M. The largest seller was Dodge & Cox, cutting an estimated $109M.

  • 195 institutional investors held New Oriental (EDU) as of Q4 2015, up from 126 in Q3 2015.
  • Funds reported $3.95B of New Oriental stock for Q4 2015, up 60% quarter-over-quarter.
  • 84 funds opened new New Oriental positions in Q4 2015 and 14 closed out, a net change of +70 holders.
  • The largest New Oriental buyer in Q4 2015 was Acadian Asset Management, an estimated $105M added.
  • The largest New Oriental seller in Q4 2015 was Dodge & Cox, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2015.