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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$3.94M +$415K +13,300 +13%
UBS AM
77
UBS AM
Illinois
$3.76M -$837K -26,800 -20%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$3.7M +$375K +12,000 +13%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$3.54M -$119K -3,810 -4%
NI
80
Numeric Investors
Massachusetts
$3.41M +$172K +5,500 +6%
PAMU
81
Pictet Asset Management (UK)
United Kingdom
$3.37M +$225K +7,200 +7%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$3.3M +$116K +3,705 +4%
SCM
83
Segantii Capital Management
Hong Kong
$3.23M +$2.81M +89,837 +29,946%
Barclays
84
Barclays
United Kingdom
$3.18M -$3.67M -117,344 -56%
CAM
85
ClariVest Asset Management
California
$3.05M +$17.6K +564 +0.6%
MICM
86
Matthews International Capital Management
California
$3M -$4.18M -133,900 -61%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$2.99M +$1.06M +33,869 +65%
Ameriprise
88
Ameriprise
Minnesota
$2.94M +$2.65M +84,852 New
Renaissance Technologies
89
Renaissance Technologies
New York
$2.9M -$3.84M -123,000 -59%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$2.83M +$230K +7,373 +10%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$2.79M – – –
WCBA
92
Weaver C. Barksdale & Associates
Tennessee
$2.71M +$2.45M +78,437 New
BJ
93
BlackRock Japan
Japan
$2.69M -$66K -2,114 -3%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$2.62M -$1.45M -46,516 -38%
AAMU
95
Amundi Asset Management US
Massachusetts
$2.6M -$1.53M -48,978 -39%
FG
96
Formula Growth
Quebec, Canada
$2.56M +$2.31M +74,000 New
Citigroup
97
Citigroup
New York
$2.55M +$1.62M +51,847 +236%
PI
98
Putnam Investments
Massachusetts
$2.45M +$2.22M +70,927 New
RIM
99
RS Investment Management
California
$2.25M +$2.03M +65,122 New
PHK
100
Point72 Hong Kong
Hong Kong
$2.15M +$1.94M +62,100 New
2 3
4
5 6

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.