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New Oriental

152 hedge funds and large institutions have $1.58B invested in New Oriental in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

41% more capital invested

Capital invested by funds: $1.12B → $1.58B (+$462M)

0.93% less ownership

Funds ownership: 5.52%4.59% (-0.93%)

21% less funds holding

Funds holding: 193152 (-41)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

43% less call options, than puts

Call options by funds: $112M | Put options by funds: $197M

49% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 84

Holders
152
Holders Change
-41
Holders Change %
-21.24%
% of All Funds
2.56%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
43
Increased
37
Reduced
59
Closed
84
Calls
$112M
Puts
$197M
Net Calls
-$85.5M
Net Calls Change
-$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$259K +$175K +12,800 New
GCP
102
GSA Capital Partners
United Kingdom
$254K +$148K +10,818 +660%
EP
103
Edgestream Partners
New Jersey
$243K +$79.5K +5,805 +95%
PM
104
Parametrica Management
Hong Kong
$242K -$78.7K -5,747 -33%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$229K +$154K +11,247 New
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$218K +$147K +10,699 New
LWAM
107
Legacy Wealth Asset Management
Minnesota
$206K +$139K +10,130 New
APG Asset Management
108
APG Asset Management
Netherlands
$205K +$144K +10,520 New
RC
109
RBF Capital
California
$204K +$68.5K +5,000 +100%
BFM
110
Boothbay Fund Management
New York
$204K +$137K +10,000 New
US Bancorp
111
US Bancorp
Minnesota
$154K +$94.9K +6,928 +1,192%
LSA
112
Leonteq Securities AG
Switzerland
$140K +$94K +6,862 New
TRCT
113
Tower Research Capital (TRC)
New York
$104K +$43.9K +3,206 +170%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$98K +$4.86K +355 +8%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$89K -$196K -14,327 -76%
BAMF
116
BI Asset Management Fondsmaeglerselskab
Denmark
$87K +$58.4K +4,262 New
CG
117
Cutler Group
California
$64K +$42.9K +3,135 +18,441%
DGAM
118
Desjardins Global Asset Management
Quebec, Canada
$60K -$6.96K -508 -15%
BCV
119
Banque Cantonale Vaudoise
Switzerland
$57K -$55.1K -4,019 -59%
PA
120
Parallel Advisors
California
$50K +$12.5K +915 +59%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$45K -$14 -1 -0%
AIG
122
American International Group
New York
$43K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$42K +$7.78K +568 +38%
QCG
124
Quadrant Capital Group
Ohio
$42K +$27.9K +2,040 New
S
125
SignatureFD
Georgia
$41K -$31.1K -2,272 -53%

EDU Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2022, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EDU and 43 opened new positions — a net loss of 41 holders — while 59 trimmed existing stakes and 37 added.

The largest buyer was Baupost Group, opening a new position worth an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $68.3M.

  • 152 institutional investors held New Oriental (EDU) as of Q2 2022, down from 193 in Q1 2022.
  • Funds reported $1.58B of New Oriental stock for Q2 2022, up 41% quarter-over-quarter.
  • 43 funds opened new New Oriental positions in Q2 2022 and 84 closed out, a net change of -41 holders.
  • The largest New Oriental buyer in Q2 2022 was Baupost Group, an estimated $110M added.
  • The largest New Oriental seller in Q2 2022 was Morgan Stanley, an estimated $68.3M sold.

Based on aggregated 13F filings for Q2 2022.