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New Oriental

134 hedge funds and large institutions have $2.46B invested in New Oriental in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

5% more funds holding

Funds holding: 128134 (+6)

1.28% less ownership

Funds ownership: 77.88%76.59% (-1.3%)

13% less capital invested

Capital invested by funds: $2.83B → $2.46B (-$375M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $31.4M

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
34
Increased
38
Reduced
47
Closed
25
Calls
$15.4M
Puts
$31.4M
Net Calls
-$16M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$317K +$19.3K +887 +7%
CRC
102
Curi RMB Capital
Illinois
$306K -$406K -18,690 -55%
LCM
103
Landscape Capital Management
New Jersey
$288K +$306K +14,100 New
SCM
104
Stevens Capital Management
Pennsylvania
$273K +$291K +13,390 New
NIT
105
NumerixS Investment Technologies
British Columbia, Canada
$243K +$258K +11,900 New
SIA
106
Sit Investment Associates
Minnesota
$231K -$938K -43,200 -79%
FFH
107
Fairfax Financial Holdings
Ontario, Canada
$227K
PPCM
108
Pillar Pacific Capital Management
California
$223K -$48K -2,210 -17%
ST
109
Spot Trading
Illinois
$223K +$237K +10,913 New
TRCT
110
Tower Research Capital (TRC)
New York
$194K +$153K +7,050 +288%
BIM
111
BlackRock Investment Management
Delaware
$187K
SG Americas Securities
112
SG Americas Securities
New York
$177K
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$152K -$62.4K -2,873 -28%
Bank of America
114
Bank of America
North Carolina
$147K -$264K -12,153 -63%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$101K +$103K +4,737 +2,369%
QT
116
Quantbot Technologies
New York
$68K +$73.1K +3,369 New
Barclays
117
Barclays
United Kingdom
$59K -$20.3K -934 -24%
WAM
118
Wolverine Asset Management
Illinois
$44K +$47.8K +2,200 New
PCM
119
Prelude Capital Management
New York
$33K -$41.3K -1,900 -54%
Creative Planning
120
Creative Planning
Kansas
$29K +$26.1K +1,200 +600%
AIG
121
American International Group
New York
$28.6K -$5.43K -250 -15%
HDIM
122
Hanson & Doremus Investment Management
Vermont
$23K +$12.8K +590 +112%
Simplex Trading
123
Simplex Trading
Illinois
$22K +$23.7K +1,090 New
ST
124
SpiderRock Trading
Illinois
$21K
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$20K -$135K -6,224 -86%

EDU Hedge Fund Activity: Q4 2014 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2014, worth a combined $2.46B — down 13% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EDU positions and 25 closed out — a net gain of 9 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Kylin Management, opening a new position worth an estimated $60M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $85.4M sold.

  • 134 institutional investors held New Oriental (EDU) as of Q4 2014, up from 128 in Q3 2014.
  • Funds reported $2.46B of New Oriental stock for Q4 2014, down 13% quarter-over-quarter.
  • 34 funds opened new New Oriental positions in Q4 2014 and 25 closed out, a net change of +9 holders.
  • The largest New Oriental buyer in Q4 2014 was Kylin Management, an estimated $60M added.
  • The largest New Oriental seller in Q4 2014 was Turiya Advisors Asia, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2014.