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New Oriental

134 hedge funds and large institutions have $2.46B invested in New Oriental in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

5% more funds holding

Funds holding: 128134 (+6)

1.28% less ownership

Funds ownership: 77.88%76.59% (-1.3%)

13% less capital invested

Capital invested by funds: $2.83B → $2.46B (-$375M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $31.4M

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
34
Increased
38
Reduced
47
Closed
25
Calls
$15.4M
Puts
$31.4M
Net Calls
-$16M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
IMS
126
Index Management Solutions
Pennsylvania
$17K -$5.12K -236 -22%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$10.2K
FI
128
Fosun International
China
$10K
SEI Investments
129
SEI Investments
Pennsylvania
$10K +$14.9K +686 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$8K
WA
131
WealthTrust-Arizona
Arizona
$4K -$13K -600 -75%
Walleye Trading
132
Walleye Trading
New York
$2K +$2.08K +96 New
FPFS
133
First Personal Financial Services
North Carolina
$2K +$2.74K +126 New
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92 +$97.6K +4,493 New
TAA
135
Turiya Advisors Asia
Hong Kong
-$85.4M -3,682,213 Closed
FCM
136
Farallon Capital Management
California
-$54.8M -2,363,600 Closed
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
-$44.3M -1,907,988 Closed
NA
138
Newport Asia
California
-$14.7M -648,900 Closed
TIM
139
Thornburg Investment Management
New Mexico
-$9.81M -422,756 Closed
JCMLC
140
JAT Capital Management LP (Connecticut)
Connecticut
-$8.7M -375,100 Closed
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
-$5.82M -250,975 Closed
USAA
142
United Services Automobile Association
Texas
-$5.09M -219,500 Closed
ZDA
143
Zweig-DiMenna Associates
New York
-$4.42M -190,594 Closed
OAM
144
Origin Asset Management
United Kingdom
-$3.17M -136,772 Closed
SFU
145
Stonehage Fleming (UK)
United Kingdom
-$2.39M -103,200 Closed
Capital Fund Management (CFM)
146
Capital Fund Management (CFM)
France
-$2.03M -87,635 Closed
CIBC Asset Management
147
CIBC Asset Management
Ontario, Canada
-$1.82M -78,550 Closed
GPCM
148
Granite Point Capital Management
Massachusetts
-$1.16M -50,000 Closed
CI
149
Capital International
California
-$1.13M -48,900 Closed
PP
150
PDT Partners
New York
-$1.06M -45,873 Closed

EDU Hedge Fund Activity: Q4 2014 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2014, worth a combined $2.46B — down 13% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EDU positions and 25 closed out — a net gain of 9 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Kylin Management, opening a new position worth an estimated $60M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $85.4M sold.

  • 134 institutional investors held New Oriental (EDU) as of Q4 2014, up from 128 in Q3 2014.
  • Funds reported $2.46B of New Oriental stock for Q4 2014, down 13% quarter-over-quarter.
  • 34 funds opened new New Oriental positions in Q4 2014 and 25 closed out, a net change of +9 holders.
  • The largest New Oriental buyer in Q4 2014 was Kylin Management, an estimated $60M added.
  • The largest New Oriental seller in Q4 2014 was Turiya Advisors Asia, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2014.