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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
101
PEAK6 Group
Illinois
$14.2M +$6.51M +73,333 +94%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$13.9M -$1.94M -21,854 -13%
SC
103
Serenity Capital
California
$13.6M +$12.9M +145,100 New
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M
SVI
105
Strategic Vision Investment
Hong Kong
$13.3M +$12.5M +141,238 New
DWA
106
Dorsey Wright & Associates
California
$13.3M +$3.44M +38,748 +38%
KC
107
Kadensa Capital
Hong Kong
$12.9M +$12.2M +137,170 New
TCIM
108
TIAA CREF Investment Management
New York
$12.7M +$97.6K +1,100 +0.8%
Aberdeen Group
109
Aberdeen Group
United Kingdom
$12.5M -$10.7M -120,187 -48%
FPFS
110
First Personal Financial Services
North Carolina
$12.2M
ESG
111
Emerging Sovereign Group
New York
$12.2M +$11.5M +129,548 New
First Trust Advisors
112
First Trust Advisors
Illinois
$11.9M +$482K +5,432 +4%
GAAM
113
Guinness Atkinson Asset Management
California
$11.5M
Calamos Advisors
114
Calamos Advisors
Illinois
$11.1M +$359K +4,040 +4%
ACI
115
AMP Capital Investors
Australia
$11M -$289K -3,257 -3%
B
116
BP
United Kingdom
$10.9M -$1.84M -20,700 -15%
GXMC
117
Global X Management Company
New York
$10.9M +$1.68M +18,960 +20%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$10.5M -$1.15M -13,000 -10%
Connor, Clark & Lunn Investment Management (CC&L)
119
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.4M +$4.03M +45,400 +69%
NONA
120
Ninety One North America
New York
$10.4M -$1.11M -12,487 -10%
Citigroup
121
Citigroup
New York
$10.3M +$1.14M +12,880 +13%
AG
122
Aperio Group
California
$9.63M +$151K +1,706 +2%
LOAMU
123
Lombard Odier Asset Management (USA)
New York
$9.4M -$8.88M -100,000 -50%
NI
124
Numeric Investors
Massachusetts
$9.4M -$920K -10,362 -9%
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$9.4M +$8.47M +95,467 +2,106%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.