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New Oriental
EDU

245 hedge funds and large institutions have $2.08B invested in New Oriental in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.88B → $2.08B (+$203M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.44% more ownership

Funds ownership: 5.34% → 5.78% (+0.44%)

8% less call options, than puts

Call options by funds: $45.3M | Put options by funds: $49.5M

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

9% less funds holding

Funds holding: 270 → 245 (-25)

33% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 63

Holders
245
Holders Change
-25
Holders Change %
-9.26%
% of All Funds
3.77%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
42
Increased
78
Reduced
86
Closed
63
Calls
$45.3M
Puts
$49.5M
Net Calls
-$4.2M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$100M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$53.9M
3
PHK
Point72 Hong Kong
Hong Kong
+$39.1M
4
Renaissance Technologies
Renaissance Technologies
New York
+$30.8M
5
Goldman Sachs
Goldman Sachs
New York
+$26.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$111M
2
CG
Carmignac Gestion
France
-$52.2M
3
Wells Fargo
Wells Fargo
California
-$31.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$21.2M
5
GAMH
Greenwoods Asset Management (HK)
Hong Kong
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$3.4M +$283K +13,112 +9%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$3.32M -$3.61M -167,370 -51%
ACM
78
Ariose Capital Management
Hong Kong
$2.86M +$2.93M +136,020 New
Nomura Holdings
79
Nomura Holdings
Japan
$2.72M +$2.35M +108,711 +525%
QC
80
Quadrature Capital
United Kingdom
$2.58M +$1.7M +78,616 +177%
ASI
81
All-Stars Investment
Hong Kong
$2.56M +$2.63M +122,000 New
JGC
82
J. Goldman & Co
New York
$2.46M +$732K +33,947 +41%
Aviva
83
Aviva
United Kingdom
$2.3M +$307K +14,228 +15%
FM
84
Freemont Management
Switzerland
$2.15M +$681K +31,550 +45%
AAF
85
Andra AP-fonden
Sweden
$2.06M +$949K +43,960 +81%
T
86
TOBAM
France
$2.03M -$532K -24,666 -20%
Handelsbanken Fonder
87
Handelsbanken Fonder
Sweden
$1.94M +$1.21M +55,870 +154%
EDRH
88
Edmond de Rothschild Holding
Switzerland
$1.91M +$460K +21,308 +31%
TCM
89
TORQ Capital Management
Hong Kong
$1.9M +$213K +9,870 +12%
MAM
90
Monaco Asset Management
Monaco
$1.89M +$1.94M +89,740 New
Wells Fargo
91
Wells Fargo
California
$1.88M -$31.8M -1,473,053 -94%
MTIM
92
Marathon Trading Investment Management
Pennsylvania
$1.83M -$1.76M -81,487 -48%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$1.71M -$4.15M -192,250 -70%
Swedbank
94
Swedbank
Sweden
$1.67M +$1.08K +50 +0.1%
SAM
95
Storebrand Asset Management
Norway
$1.64M – – –
BCIM
96
British Columbia Investment Management
British Columbia, Canada
$1.35M – – –
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$1.19M – – –
PI
98
PEAK6 Investments
Illinois
$1.09M -$1.84M -85,132 -62%
Public Sector Pension Investment Board (PSP Investments)
99
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.08M +$1.11M +51,241 New
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$1.07M – – –
2 3
4
5 6

EDU Hedge Fund Activity: Q4 2021 in Review

245 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2021, worth a combined $2.08B — up 11% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EDU and 42 opened new positions — a net loss of 21 holders — while 86 trimmed existing stakes and 78 added.

The largest buyer was Morgan Stanley, adding an estimated $100M. The largest seller was Invesco, cutting an estimated $111M.

  • 245 institutional investors held New Oriental (EDU) as of Q4 2021, down from 270 in Q3 2021.
  • Funds reported $2.08B of New Oriental stock for Q4 2021, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2021 and 63 closed out, a net change of -21 holders.
  • The largest New Oriental buyer in Q4 2021 was Morgan Stanley, an estimated $100M added.
  • The largest New Oriental seller in Q4 2021 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2021.