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New Oriental

189 hedge funds and large institutions have $3.73B invested in New Oriental in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

45% more capital invested

Capital invested by funds: $2.57B → $3.73B (+$1.16B)

39% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $63.4M

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 177189 (+12)

0.11% less ownership

Funds ownership: 3.84%3.73% (-0.11%)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
189
Holders Change
+12
Holders Change %
+6.78%
% of All Funds
3%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
40
Increased
56
Reduced
65
Closed
27
Calls
$87.9M
Puts
$63.4M
Net Calls
+$24.4M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
76
Capricorn Fund Managers
United Kingdom
$5.3M -$3.26M -62,154 -41%
JP Morgan Chase
77
JP Morgan Chase
New York
$5.26M +$4.34M +82,727 +1,160%
Massachusetts Financial Services
78
Massachusetts Financial Services
Massachusetts
$5.1M -$659K -12,562 -13%
HF
79
HRT Financial
New York
$4.68M +$4.19M +79,923 New
Handelsbanken Fonder
80
Handelsbanken Fonder
Sweden
$4.64M -$57.7K -1,100 -1%
Lazard Asset Management
81
Lazard Asset Management
New York
$4.63M +$99.4K +1,896 +2%
FC
82
Franchise Capital
Cayman Islands
$4.58M +$4.1M +78,237 New
Swedbank
83
Swedbank
Sweden
$4.33M
ClearBridge Investments
84
ClearBridge Investments
New York
$3.81M +$436K +8,306 +15%
OWP
85
Old Well Partners
North Carolina
$3.4M +$3.04M +58,000 New
ECM
86
ExodusPoint Capital Management
New York
$3.21M +$654K +12,477 +29%
DWA
87
Dorsey Wright & Associates
California
$3.2M -$184K -3,514 -6%
CS
88
Credit Suisse
Switzerland
$2.89M +$1.43M +27,317 +124%
PGCM
89
Prescott Group Capital Management
Oklahoma
$2.63M
AI
90
Aperture Investors
New York
$2.44M +$996 +19 +0%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2.22M +$425K +8,106 +27%
Northern Trust
92
Northern Trust
Illinois
$1.95M +$18.1K +346 +1%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$1.87M +$1.68M +31,985 New
QC
94
Quaero Capital
Switzerland
$1.77M +$1.58M +30,165 New
Prudential Financial
95
Prudential Financial
New Jersey
$1.7M +$7.24K +138 +0.5%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$1.67M -$1.12M -21,314 -43%
GCP
97
GSA Capital Partners
United Kingdom
$1.64M +$770K +14,692 +110%
Man Group
98
Man Group
United Kingdom
$1.35M
Deutsche Bank
99
Deutsche Bank
Germany
$1.32M +$31.7K +605 +3%
American Century Companies
100
American Century Companies
Missouri
$1.28M -$4.42M -84,202 -79%

EDU Hedge Fund Activity: Q3 2023 in Review

189 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2023, worth a combined $3.73B — up 45% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 27 closed out — a net gain of 13 holders — while 56 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Baupost Group, cutting an estimated $162M.

  • 189 institutional investors held New Oriental (EDU) as of Q3 2023, up from 177 in Q2 2023.
  • Funds reported $3.73B of New Oriental stock for Q3 2023, up 45% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q3 2023 and 27 closed out, a net change of +13 holders.
  • The largest New Oriental buyer in Q3 2023 was Fidelity Investments, an estimated $167M added.
  • The largest New Oriental seller in Q3 2023 was Baupost Group, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2023.