We are live on ! Find out more
EDU icon

New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
76
Swiss National Bank
Switzerland
$25.6M
Lord, Abbett & Co
77
Lord, Abbett & Co
New Jersey
$24.8M +$9.92M +111,785 +74%
GH
78
GAM Holding
Switzerland
$24.7M +$5.72M +64,447 +32%
AAMU
79
Amundi Asset Management US
Massachusetts
$23.2M +$21.9M +247,086 New
TC
80
Tairen Capital
Hong Kong
$23.1M -$138M -1,555,080 -86%
GC
81
GMT Capital
Georgia
$22.9M -$3.05M -34,400 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M -$524K -5,900 -2%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$21M -$65.6K -739 -0.3%
Geode Capital Management
84
Geode Capital Management
Massachusetts
$20.8M +$433K +4,876 +2%
Handelsbanken Fonder
85
Handelsbanken Fonder
Sweden
$20.5M
TAM
86
Todd Asset Management
Kentucky
$19.9M -$646K -7,276 -3%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$19.1M +$885K +9,970 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$18.7M -$1.72M -19,400 -9%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$18.6M +$1.64M +18,512 +10%
USAA
90
United Services Automobile Association
Texas
$17.8M +$3.14M +35,348 +23%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$16.9M +$7.28M +82,017 +84%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M +$12.9M +145,043 +434%
ACM
93
Ariose Capital Management
Hong Kong
$16.7M -$30.6M -344,900 -66%
SEI Investments
94
SEI Investments
Pennsylvania
$16.6M -$1.68M -18,885 -10%
TAA
95
TB Alternative Assets
Cayman Islands
$16.5M -$797K -8,978 -5%
AIM
96
AIA Investment Management
Singapore
$16.2M +$15.5M +175,076 New
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$15.8M +$665K +7,498 +5%
Group One Trading
98
Group One Trading
Illinois
$15M +$10.2M +114,385 +255%
Millennium Management
99
Millennium Management
New York
$14.5M -$21.6M -243,163 -61%
GCCM
100
Green Court Capital Management
Hong Kong
$14.2M -$4.68M -52,700 -26%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.