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New Oriental
EDU

152 hedge funds and large institutions have $1.58B invested in New Oriental in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

41% more capital invested

Capital invested by funds: $1.12B → $1.58B (+$462M)

0.93% less ownership

Funds ownership: 5.52% → 4.59% (-0.93%)

21% less funds holding

Funds holding: 193 → 152 (-41)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

43% less call options, than puts

Call options by funds: $112M | Put options by funds: $197M

49% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 84

Holders
152
Holders Change
-41
Holders Change %
-21.24%
% of All Funds
2.56%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
43
Increased
37
Reduced
59
Closed
84
Calls
$112M
Puts
$197M
Net Calls
-$85.5M
Net Calls Change
-$79.7M

Top Buyers

1
BG
Baupost Group
Massachusetts
+$110M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$68.5M
3
PCP
Polunin Capital Partners
United Kingdom
+$36.2M
4
SCM
Shah Capital Management
North Carolina
+$10.3M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.3M
2
BlackRock
BlackRock
New York
-$59.7M
3
Goldman Sachs
Goldman Sachs
New York
-$54.2M
4
Bank of America
Bank of America
North Carolina
-$40.6M
5
N
Nuveen
North Carolina
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
76
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$819K – – –
GI
77
Glovista Investments
New Jersey
$817K +$550K +40,129 New
MAM
78
Monaco Asset Management
Monaco
$814K +$432K +31,500 +371%
Northern Trust
79
Northern Trust
Illinois
$752K -$4.46M -325,675 -90%
Creative Planning
80
Creative Planning
Kansas
$533K +$2.59K +189 +0.7%
BCM
81
Bayesian Capital Management
New York
$533K +$358K +26,163 New
GPCM
82
Granite Point Capital Management
Massachusetts
$509K +$342K +25,000 New
SAM
83
Sabadell Asset Management
Spain
$505K +$315K +22,969 New
CM
84
Caption Management
Oklahoma
$489K +$329K +24,000 New
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$461K -$3.11M -226,978 -91%
ASI
86
All-Stars Investment
Hong Kong
$448K +$2.71M +198,000 +900%
Squarepoint
87
Squarepoint
New York
$443K +$58.8K +4,294 +25%
SEC
88
Seven Eight Capital
New York
$443K +$298K +21,749 New
PAM
89
Pinpoint Asset Management
Hong Kong
$440K +$296K +21,600 New
Simplex Trading
90
Simplex Trading
Illinois
$405K -$33.2K -2,427 -11%
CSS
91
Cubist Systematic Strategies
Connecticut
$405K +$272K +19,869 New
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$403K -$138K -10,075 -34%
Ameriprise
93
Ameriprise
Minnesota
$398K +$159K +11,621 +147%
MTIM
94
Marathon Trading Investment Management
Pennsylvania
$369K -$809K -59,020 -76%
UA
95
Unison Advisors
District of Columbia
$366K – – –
SAM
96
Shell Asset Management
Netherlands
$318K -$387K -28,248 -64%
Citadel Advisors
97
Citadel Advisors
Florida
$315K -$2.44M -178,331 -92%
Mariner
98
Mariner
Kansas
$294K +$198K +14,451 New
Daiwa Securities Group
99
Daiwa Securities Group
Japan
$279K +$188K +13,700 New
FCM
100
Farallon Capital Management
California
$265K – – –
2 3
4
5 6

EDU Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2022, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EDU and 43 opened new positions — a net loss of 41 holders — while 59 trimmed existing stakes and 37 added.

The largest buyer was Baupost Group, opening a new position worth an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $68.3M.

  • 152 institutional investors held New Oriental (EDU) as of Q2 2022, down from 193 in Q1 2022.
  • Funds reported $1.58B of New Oriental stock for Q2 2022, up 41% quarter-over-quarter.
  • 43 funds opened new New Oriental positions in Q2 2022 and 84 closed out, a net change of -41 holders.
  • The largest New Oriental buyer in Q2 2022 was Baupost Group, an estimated $110M added.
  • The largest New Oriental seller in Q2 2022 was Morgan Stanley, an estimated $68.3M sold.

Based on aggregated 13F filings for Q2 2022.