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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
101
NN Investment Partners Holdings
Netherlands
$19.9M +$3.02M +25,300 +18%
GKIM
102
GW&K Investment Management
Massachusetts
$18.8M -$2M -16,744 -10%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$18.7M +$4.1M +34,309 +29%
Victory Capital Management
104
Victory Capital Management
Texas
$18.1M +$17.1M +143,084 +2,219%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$18.1M +$348K +2,907 +2%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.1M +$13.1M +109,901 +355%
VanEck Associates
107
VanEck Associates
New York
$16.5M +$7.52M +62,910 +86%
AG
108
Aperio Group
California
$16.3M +$5.42M +45,371 +51%
QC
109
Quadrature Capital
United Kingdom
$15.5M +$10.1M +84,239 +195%
CS
110
Candriam SCA
Luxembourg
$15.3M +$13.2M +110,600 +691%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$15.1M -$179K -1,500 -1%
Asset Management One
112
Asset Management One
Japan
$15M +$1.03M +8,580 +7%
LFAS
113
Level Four Advisory Services
Texas
$14.4M +$82K +686 +5%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$14.2M -$3.75M -31,340 -21%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.9M
ACM
116
Aubrey Capital Management
United Kingdom
$13.6M +$1.81M +15,100 +16%
GH
117
GAM Holding
Switzerland
$13.3M -$5.25M -43,876 -29%
Prudential Financial
118
Prudential Financial
New Jersey
$13.1M +$856K +7,160 +7%
SI
119
Sensato Investors
California
$12.9M -$634K -5,300 -5%
PP
120
Prudential plc
United Kingdom
$12.5M -$3.32M -27,781 -21%
SH
121
SeaTown Holdings
Singapore
$12M -$6.38M -53,345 -35%
PCM
122
Penserra Capital Management
California
$10.9M -$906K -7,576 -8%
CAM
123
ClariVest Asset Management
California
$10.9M -$1.48M -12,369 -12%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$10.8M +$1.03M +8,599 +11%
WAM
125
WT Asset Management
Hong Kong
$10.6M -$5.46M -45,700 -34%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.