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New Oriental

266 hedge funds and large institutions have $8.42B invested in New Oriental in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more capital invested

Capital invested by funds: $7.22B → $8.42B (+$1.2B)

6% more funds holding

Funds holding: 252266 (+14)

6% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $20.1M

0.24% less ownership

Funds ownership: 76.06%75.82% (-0.24%)

25% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 108

Holders
266
Holders Change
+14
Holders Change %
+5.56%
% of All Funds
6.63%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
40
Increased
81
Reduced
108
Closed
25
Calls
$21.3M
Puts
$20.1M
Net Calls
+$1.25M
Net Calls Change
-$690K
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
101
First Personal Financial Services
North Carolina
$9.14M
PHK
102
Point72 Hong Kong
Hong Kong
$9.02M +$1.72M +24,994 +24%
PPA
103
Parametric Portfolio Associates
Washington
$8.99M -$30.2M -439,774 -78%
GAAM
104
Guinness Atkinson Asset Management
California
$8.63M -$3.26M -47,500 -28%
LP
105
LMR Partners
United Kingdom
$8.49M +$3.26M +47,450 +65%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$7.63M +$7.44M +108,313 New
First Trust Advisors
107
First Trust Advisors
Illinois
$7.05M +$4.42M +64,374 +180%
AG
108
Aperio Group
California
$6.71M +$413K +6,017 +7%
MWNA
109
Marshall Wace North America
New York
$6.67M -$5.63M -81,954 -46%
BAPIM
110
British Airways Pensions Investment Management
United Kingdom
$6.45M -$3.87M -56,416 -38%
N
111
Nuveen
North Carolina
$6.01M +$5.86M +85,318 New
Axa
112
Axa
France
$5.77M +$1.01M +14,650 +22%
Canada Pension Plan Investment Board
113
Canada Pension Plan Investment Board
Ontario, Canada
$5.7M
Calamos Advisors
114
Calamos Advisors
Illinois
$5.64M +$5.49M +80,000 New
MAM
115
Majedie Asset Management
United Kingdom
$5.59M -$566K -8,242 -9%
NIPH
116
NN Investment Partners Holdings
Netherlands
$5.57M -$10.1M -147,751 -65%
ERSOT
117
Employees Retirement System of Texas
Texas
$5.29M +$5.15M +75,000 New
Voloridge Investment Management
118
Voloridge Investment Management
Florida
$5.11M +$4.97M +72,443 New
APG Asset Management
119
APG Asset Management
Netherlands
$5.08M
ASI
120
All-Stars Investment
Hong Kong
$4.86M -$18.5M -270,000 -80%
AAF
121
Andra AP-fonden
Sweden
$4.81M -$481K -7,000 -9%
DWA
122
Dorsey Wright & Associates
California
$4.78M +$1.59M +23,182 +52%
ZDA
123
Zweig-DiMenna Associates
New York
$4.78M +$4.65M +67,756 New
Daiwa Securities Group
124
Daiwa Securities Group
Japan
$4.64M +$1.94M +28,307 +75%
Citigroup
125
Citigroup
New York
$4.63M +$1.39M +20,179 +44%

EDU Hedge Fund Activity: Q2 2017 in Review

266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2017, worth a combined $8.42B — up 17% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 25 closed out — a net gain of 15 holders — while 81 added to existing stakes and 108 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $215M. The largest seller was Fidelity International, cutting an estimated $267M.

  • 266 institutional investors held New Oriental (EDU) as of Q2 2017, up from 252 in Q1 2017.
  • Funds reported $8.42B of New Oriental stock for Q2 2017, up 17% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q2 2017 and 25 closed out, a net change of +15 holders.
  • The largest New Oriental buyer in Q2 2017 was Wellington Management Group, an estimated $215M added.
  • The largest New Oriental seller in Q2 2017 was Fidelity International, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.