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New Oriental
EDU

195 hedge funds and large institutions have $3.95B invested in New Oriental in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more capital invested

Capital invested by funds: $2.47B → $3.95B (+$1.48B)

55% more funds holding

Funds holding: 126 → 195 (+69)

29% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $35.7M

2.32% more ownership

Funds ownership: 77.45% → 79.78% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
195
Holders Change
+69
Holders Change %
+54.76%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
84
Increased
50
Reduced
50
Closed
14
Calls
$46.1M
Puts
$35.7M
Net Calls
+$10.4M
Net Calls Change
-$17.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$105M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.4M
3
BIT
BlackRock Institutional Trust
California
+$39.7M
4
AL
AJO LP
Pennsylvania
+$27.5M
5
State Street
State Street
Massachusetts
+$27.4M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$46.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$45.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTB
101
Mizuho Trust & Banking
Japan
$1.64M +$1.46M +51,800 New
DILH
102
Dai-ichi Life Holdings
Japan
$1.6M +$1.44M +51,000 New
First Trust Advisors
103
First Trust Advisors
Illinois
$1.42M -$737K -26,165 -37%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$1.36M +$98.5K +3,500 +9%
WGCA
105
Wolf Group Capital Advisors
Virginia
$1.29M -$1.27M -45,255 -52%
Parallax Volatility Advisers
106
Parallax Volatility Advisers
California
$1.28M -$307K -10,913 -21%
SG Americas Securities
107
SG Americas Securities
New York
$1.27M +$314K +11,155 +38%
ACI
108
AMP Capital Investors
Australia
$1.22M -$141K -5,000 -11%
National Pension Service
109
National Pension Service
South Korea
$1.16M +$1.04M +37,000 New
AG
110
Aperio Group
California
$1.09M +$11.9K +422 +1%
HMC
111
Harvard Management Company
Massachusetts
$1.09M +$977K +34,686 New
VAM
112
Visium Asset Management
New York
$1.08M +$969K +34,432 New
CGT
113
Capital Guardian Trust
California
$1.08M -$1.1M -39,000 -53%
GPCM
114
Granite Point Capital Management
Massachusetts
$1.08M +$966K +34,300 New
CSS
115
Cubist Systematic Strategies
Connecticut
$1.07M +$963K +34,220 New
MAM
116
Majedie Asset Management
United Kingdom
$1.03M -$612K -21,744 -40%
GCP
117
GSA Capital Partners
United Kingdom
$1.03M +$265K +9,406 +40%
SAM
118
Shell Asset Management
Netherlands
$1.03M +$927K +32,931 New
CCMH
119
Cornerstone Capital Management Holdings
New York
$1.02M +$915K +32,500 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$997K +$82.7K +2,937 +10%
FA
121
FDx Advisors
Illinois
$950K +$243K +8,620 +40%
PA
122
Profund Advisors
Maryland
$937K +$29.5K +1,048 +4%
Geode Capital Management
123
Geode Capital Management
Massachusetts
$861K +$784K +27,860 New
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$813K +$729K +25,901 New
HPCM
125
High Pointe Capital Management
Illinois
$790K +$133K +4,730 +23%
3 4
5
6 7

EDU Hedge Fund Activity: Q4 2015 in Review

195 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2015, worth a combined $3.95B — up 60% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EDU positions and 14 closed out — a net gain of 70 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $105M. The largest seller was Dodge & Cox, cutting an estimated $109M.

  • 195 institutional investors held New Oriental (EDU) as of Q4 2015, up from 126 in Q3 2015.
  • Funds reported $3.95B of New Oriental stock for Q4 2015, up 60% quarter-over-quarter.
  • 84 funds opened new New Oriental positions in Q4 2015 and 14 closed out, a net change of +70 holders.
  • The largest New Oriental buyer in Q4 2015 was Acadian Asset Management, an estimated $105M added.
  • The largest New Oriental seller in Q4 2015 was Dodge & Cox, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2015.