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New Oriental

256 hedge funds and large institutions have $5.54B invested in New Oriental in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $85.5M | Put options by funds: $48.8M

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $4.81B → $5.54B (+$729M)

8% more funds holding

Funds holding: 236256 (+20)

0.11% less ownership

Funds ownership: 3.96%3.85% (-0.11%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

25% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 108

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
3.69%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
49
Increased
81
Reduced
108
Closed
28
Calls
$85.5M
Puts
$48.8M
Net Calls
+$36.7M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$10.3M -$486K -5,727 -5%
RAA
77
RWC Asset Advisors
Florida
$9.72M +$9.5M +111,954 New
Lazard Asset Management
78
Lazard Asset Management
New York
$9.69M -$1.29M -15,163 -12%
Capital Fund Management (CFM)
79
Capital Fund Management (CFM)
France
$8.71M -$1.32M -15,589 -13%
HM
80
HCEP Management
Hong Kong
$8.68M +$2.12M +24,981 +33%
QC
81
Quadrature Capital
United Kingdom
$8.67M -$2.06M -24,231 -20%
JP Morgan Chase
82
JP Morgan Chase
New York
$8.63M -$16.8M -198,455 -67%
MICM
83
Matthews International Capital Management
California
$8.24M +$4.06M +47,862 +102%
CS
84
Candriam SCA
Luxembourg
$7.99M +$993K +11,700 New
DB
85
Danske Bank
Denmark
$7.88M +$7.7M +90,706 New
EDRH
86
Edmond de Rothschild Holding
Switzerland
$7.63M -$2.35M -27,657 -24%
KC
87
Kadensa Capital
Hong Kong
$7.04M +$6.88M +81,064 New
CI Investments Inc
88
CI Investments Inc
Ontario, Canada
$6.94M +$6.78M +79,912 New
SAM
89
Storebrand Asset Management
Norway
$6.91M -$428K -5,036 -6%
Massachusetts Financial Services
90
Massachusetts Financial Services
Massachusetts
$6.84M -$1.53K -18 -0%
Handelsbanken Fonder
91
Handelsbanken Fonder
Sweden
$6.68M +$968K +11,400 +17%
TC
92
TwinBeech Capital
New York
$6.47M -$484K -5,700 -7%
ClearBridge Investments
93
ClearBridge Investments
New York
$6.23M +$578K +6,814 +10%
Swedbank
94
Swedbank
Sweden
$6.17M -$475K -5,600 -7%
Nomura Holdings
95
Nomura Holdings
Japan
$6.12M -$13.2M -155,071 -69%
PCMH
96
Polymer Capital Management (HK)
Hong Kong
$6.04M -$7.28M -85,698 -55%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$5.94M -$2.08M -24,460 -27%
XC
98
XY Capital
Hong Kong
$5.75M +$415K +4,887 +8%
Invesco
99
Invesco
Georgia
$5.75M -$1.04M -12,264 -16%
SSA
100
Schonfeld Strategic Advisors
New York
$5.23M -$12.8M -150,534 -71%

EDU Hedge Fund Activity: Q1 2024 in Review

256 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2024, worth a combined $5.54B — up 15% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EDU positions and 28 closed out — a net gain of 21 holders — while 81 added to existing stakes and 108 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $350M.

  • 256 institutional investors held New Oriental (EDU) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $5.54B of New Oriental stock for Q1 2024, up 15% quarter-over-quarter.
  • 49 funds opened new New Oriental positions in Q1 2024 and 28 closed out, a net change of +21 holders.
  • The largest New Oriental buyer in Q1 2024 was Bank of America, an estimated $249M added.
  • The largest New Oriental seller in Q1 2024 was Morgan Stanley, an estimated $350M sold.

Based on aggregated 13F filings for Q1 2024.