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New Oriental

189 hedge funds and large institutions have $3.73B invested in New Oriental in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

45% more capital invested

Capital invested by funds: $2.57B → $3.73B (+$1.16B)

39% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $63.4M

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 177189 (+12)

0.11% less ownership

Funds ownership: 3.84%3.73% (-0.11%)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
189
Holders Change
+12
Holders Change %
+6.78%
% of All Funds
3%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
40
Increased
56
Reduced
65
Closed
27
Calls
$87.9M
Puts
$63.4M
Net Calls
+$24.4M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
101
HAP Trading
New York
$1.25M +$476K +9,080 +74%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$1.22M
EGM
103
Engineers Gate Manager
New York
$1.18M +$1.06M +20,171 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$1.15M +$1.03M +19,716 New
OCBCO
105
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.14M
PA
106
Profund Advisors
Maryland
$1.03M +$23.7K +451 +3%
LP
107
LMR Partners
United Kingdom
$976K +$874K +16,661 New
ONGA
108
O'Neil Global Advisors
California
$897K +$804K +15,326 New
RCG
109
Rock Creek Group
District of Columbia
$896K +$803K +15,303 New
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$827K -$43.4K -827 -6%
Ameriprise
111
Ameriprise
Minnesota
$806K -$1.63M -31,165 -69%
Stifel Financial
112
Stifel Financial
Missouri
$796K -$93K -1,774 -12%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$794K -$9.18K -175 -1%
RWM
114
Ritholtz Wealth Management
New York
$790K +$708K +13,492 New
FAM
115
Fred Alger Management
New York
$773K -$68.2K -1,300 -9%
FCM
116
Farallon Capital Management
California
$761K
DI
117
DFPG Investments
Utah
$736K +$571K +10,881 New
TC
118
TownSquare Capital
Utah
$622K -$75.8K -1,446 -12%
VF
119
Virtu Financial
New York
$598K +$536K +10,221 New
State Street
120
State Street
Massachusetts
$559K -$8.39K -160 -2%
IUHSA
121
Itau Unibanco Holding S.A.
Brazil
$556K -$42K -800 -8%
US Bancorp
122
US Bancorp
Minnesota
$542K +$168K +3,196 +53%
CGH
123
Crossmark Global Holdings
Texas
$539K +$36.1K +689 +9%
RhumbLine Advisers
124
RhumbLine Advisers
Massachusetts
$530K -$61.1K -1,165 -11%
BAM
125
Brilliance Asset Management
Hong Kong
$476K

EDU Hedge Fund Activity: Q3 2023 in Review

189 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2023, worth a combined $3.73B — up 45% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 27 closed out — a net gain of 13 holders — while 56 added to existing stakes and 65 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Baupost Group, cutting an estimated $162M.

  • 189 institutional investors held New Oriental (EDU) as of Q3 2023, up from 177 in Q2 2023.
  • Funds reported $3.73B of New Oriental stock for Q3 2023, up 45% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q3 2023 and 27 closed out, a net change of +13 holders.
  • The largest New Oriental buyer in Q3 2023 was Fidelity Investments, an estimated $167M added.
  • The largest New Oriental seller in Q3 2023 was Baupost Group, an estimated $162M sold.

Based on aggregated 13F filings for Q3 2023.