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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
101
First Personal Financial Services
North Carolina
$11.4M
Korea Investment Corp
102
Korea Investment Corp
South Korea
$11.1M -$3.88M -47,600 -28%
NONA
103
Ninety One North America
New York
$10.8M -$1.71M -20,931 -15%
GAAM
104
Guinness Atkinson Asset Management
California
$10.8M
First Trust Advisors
105
First Trust Advisors
Illinois
$10.7M +$1.7M +20,835 +21%
ACI
106
AMP Capital Investors
Australia
$10.6M -$1.01M -12,433 -9%
CIS
107
Capital International Sarl
California
$10.5M -$2.39M -29,300 -20%
SI
108
Sensato Investors
California
$10.1M +$9.33M +114,500 New
Calamos Advisors
109
Calamos Advisors
Illinois
$10.1M +$2.81M +34,480 +43%
PPA
110
Parametric Portfolio Associates
Washington
$9.8M -$1.34M -16,414 -13%
NI
111
Numeric Investors
Massachusetts
$9.74M -$16.8M -206,400 -65%
APG Asset Management
112
APG Asset Management
Netherlands
$9.61M +$3.01M +36,900 +51%
MAM
113
Myriad Asset Management
Hong Kong
$9.38M -$38.2M -468,764 -82%
DWA
114
Dorsey Wright & Associates
California
$9.24M +$2.82M +34,602 +51%
AG
115
Aperio Group
California
$8.89M +$452K +5,546 +6%
MCM
116
Moore Capital Management
New York
$8.83M +$8.15M +100,000 New
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$8.59M +$7.93M +97,348 New
GXMC
118
Global X Management Company
New York
$8.55M +$2.58M +31,718 +49%
Citigroup
119
Citigroup
New York
$8.54M +$2.53M +31,037 +47%
Capital Fund Management (CFM)
120
Capital Fund Management (CFM)
France
$8.4M +$3.62M +44,397 +87%
AAF
121
Andra AP-fonden
Sweden
$8.23M +$2.05M +25,100 +37%
TCM
122
Tekne Capital Management
New York
$7.99M +$7.38M +90,554 New
Axa
123
Axa
France
$7.98M +$698K +8,569 +10%
KBC Group
124
KBC Group
Belgium
$7.96M +$7.13M +87,514 +3,317%
N
125
Nuveen
North Carolina
$7.38M -$137K -1,677 -2%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.