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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Aperio Group
California
$2.13M +$839K +26,854 +77%
NFA
102
Nationwide Fund Advisors
Ohio
$2.11M +$1.91M +61,038 New
ST
103
Spot Trading
Illinois
$2.08M +$1.88M +60,138 New
GXMC
104
Global X Management Company
New York
$1.98M +$121K +3,888 +7%
QIM
105
Quantitative Investment Management
Virginia
$1.97M +$1.27M +40,800 +252%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$1.94M -$12.3M -393,547 -88%
DILH
107
Dai-ichi Life Holdings
Japan
$1.88M +$105K +3,348 +7%
CII
108
Capital International Inc
California
$1.84M -$75K -2,400 -4%
MTB
109
Mizuho Trust & Banking
Japan
$1.74M -$50K -1,600 -3%
BlackRock
110
BlackRock
New York
$1.71M -$5.96M -190,822 -79%
SG Americas Securities
111
SG Americas Securities
New York
$1.7M +$267K +8,560 +21%
CIS
112
Capital International Sarl
California
$1.7M -$125K -4,000 -8%
UBS Group
113
UBS Group
Switzerland
$1.66M -$2.71M -86,622 -64%
Marshall Wace
114
Marshall Wace
United Kingdom
$1.59M +$1.44M +46,065 New
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$1.58M +$68.7K +2,200 +5%
CCMH
116
Cornerstone Capital Management Holdings
New York
$1.45M +$297K +9,500 +29%
ACI
117
AMP Capital Investors
Australia
$1.4M +$12.5K +400 +1%
HMC
118
Harvard Management Company
Massachusetts
$1.36M +$147K +4,700 +14%
First Trust Advisors
119
First Trust Advisors
Illinois
$1.3M -$245K -7,840 -17%
National Pension Service
120
National Pension Service
South Korea
$1.28M – – –
BAM
121
Baring Asset Management
United Kingdom
$1.24M +$1.12M +35,709 New
KBC Group
122
KBC Group
Belgium
$1.21M +$1.09M +34,903 New
CGT
123
Capital Guardian Trust
California
$1.19M – – –
NMC
124
Nine Masts Capital
Hong Kong
$1.16M +$1.04M +33,380 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.09M -$6.65K -213 -0.7%
3 4
5
6 7

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.