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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
76
Credit Agricole
France
$19.8M -$171K -2,095 -0.9%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$19.8M -$176K -2,156 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
78
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.3M -$407K -5,000 -2%
TAM
79
Todd Asset Management
Kentucky
$19.3M -$5.25M -64,469 -23%
Handelsbanken Fonder
80
Handelsbanken Fonder
Sweden
$19.2M
Geode Capital Management
81
Geode Capital Management
Massachusetts
$19.1M -$402K -4,931 -2%
Asset Management One
82
Asset Management One
Japan
$18.6M +$4.3M +52,805 +33%
GCCM
83
Green Court Capital Management
Hong Kong
$18M +$5.35M +65,700 +47%
LOAMU
84
Lombard Odier Asset Management (USA)
New York
$17.7M +$16.3M +200,000 New
GH
85
GAM Holding
Switzerland
$17.5M +$14.6M +178,835 +908%
AWG
86
Alpha Wave Global
New York
$17.5M -$5.61M -68,800 -26%
SEI Investments
87
SEI Investments
Pennsylvania
$17.2M -$700K -8,584 -4%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$17.1M
DnB Asset Management
89
DnB Asset Management
Norway
$16.5M -$790K -9,700 -5%
TAA
90
TB Alternative Assets
Cayman Islands
$16.3M -$937K -11,500 -6%
CGT
91
Capital Guardian Trust
California
$16.3M
Bank of New York Mellon
92
Bank of New York Mellon
New York
$15.8M -$385K -4,726 -3%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$15M -$1.9M -23,307 -12%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$14.3M +$7.32M +89,788 +124%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$14.1M -$737K -9,049 -5%
USAA
96
United Services Automobile Association
Texas
$13.6M -$5.39M -66,200 -30%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$13.4M +$12.4M +151,663 New
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$12.8M -$3.42M -42,000 -22%
B
99
BP
United Kingdom
$12.1M -$3.98M -48,900 -26%
TCIM
100
TIAA CREF Investment Management
New York
$11.8M -$5.43M -66,600 -33%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.