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New Oriental
EDU

126 hedge funds and large institutions have $2.47B invested in New Oriental in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $25.2M

2.65% more ownership

Funds ownership: 74.8% → 77.45% (+2.6%)

4% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 49

12% less funds holding

Funds holding: 143 → 126 (-17)

14% less capital invested

Capital invested by funds: $2.88B → $2.47B (-$414M)

55% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 29

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
126
Holders Change
-17
Holders Change %
-11.89%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
13
Increased
47
Reduced
49
Closed
29
Calls
$52.6M
Puts
$25.2M
Net Calls
+$27.5M
Net Calls Change
-$12.4M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$162M
2
Franklin Resources
Franklin Resources
California
+$108M
3
Boston Partners
Boston Partners
Massachusetts
+$52.2M
4
Dodge & Cox
Dodge & Cox
California
+$21.1M
5
DCM
Discovery Capital Management
Connecticut
+$17.3M

Top Sellers

1
OH
Orbis Holdings
Bermuda
-$56.4M
2
Fidelity International
Fidelity International
Bermuda
-$53.7M
3
KM
Kylin Management
New York
-$40.3M
4
SFM
Soros Fund Management
New York
-$31.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
126
Balyasny Asset Management
Illinois
– -$11.2M -455,850 Closed
LA
127
LBN Advisers
Hong Kong
– -$8.89M -362,700 Closed
NI
128
Numeric Investors
Massachusetts
– -$7.02M -286,400 Closed
CCAM
129
Coupland Cardiff Asset Management
United Kingdom
– -$6.71M -273,500 Closed
Citadel Advisors
130
Citadel Advisors
Florida
– -$5.67M -231,084 Closed
MCM
131
Moore Capital Management
New York
– -$4.29M -175,000 Closed
TCM
132
TCS Capital Management
New York
– -$4.12M -168,000 Closed
OAM
133
Oxford Asset Management
United Kingdom
– -$4.1M -167,299 Closed
TAA
134
TB Alternative Assets
Cayman Islands
– -$3.31M -134,945 Closed
GPCM
135
Granite Point Capital Management
Massachusetts
– -$1.47M -59,780 Closed
CSS
136
Cubist Systematic Strategies
Connecticut
– -$1.36M -55,560 Closed
SIM
137
Sterling Investment Management
Arizona
– -$945K -38,560 Closed
AII
138
AGF Investments Inc
Ontario, Canada
– -$857K -35,000 Closed
SFP
139
Santa Fe Partners
New Mexico
– -$825K -33,645 Closed
AssetMark Inc
140
AssetMark Inc
California
– -$671K -31,320 -100%
TI
141
Trexquant Investment
Connecticut
– -$566K -23,100 Closed
CAIMH
142
Central Asset Investments & Management Holdings
Hong Kong
– -$515K -21,000 Closed
NCCM
143
Nine Chapters Capital Management
New Jersey
– -$515K -21,000 Closed
ACM
144
Advent Capital Management
New York
– -$490K -20,000 Closed
Comerica Bank
145
Comerica Bank
Texas
– -$406K -16,564 Closed
BCM
146
BlueCrest Capital Management
Jersey
– -$368K -15,000 Closed
Walleye Trading
147
Walleye Trading
New York
– -$240K -11,222 Closed
PPCM
148
Pillar Pacific Capital Management
California
– -$219K -8,920 Closed
JG
149
Jefferies Group
New York
– -$157K -6,407 Closed
SEC
150
Seven Eight Capital
New York
– -$86K -3,500 Closed
3 4 5
6
7

EDU Hedge Fund Activity: Q3 2015 in Review

126 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2015, worth a combined $2.47B — down 14% from $2.88B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of EDU and 13 opened new positions — a net loss of 16 holders — while 49 trimmed existing stakes and 47 added.

The largest buyer was Artisan Partners, adding an estimated $162M. The largest seller was Orbis Holdings, cutting an estimated $56.4M.

  • 126 institutional investors held New Oriental (EDU) as of Q3 2015, down from 143 in Q2 2015.
  • Funds reported $2.47B of New Oriental stock for Q3 2015, down 14% quarter-over-quarter.
  • 13 funds opened new New Oriental positions in Q3 2015 and 29 closed out, a net change of -16 holders.
  • The largest New Oriental buyer in Q3 2015 was Artisan Partners, an estimated $162M added.
  • The largest New Oriental seller in Q3 2015 was Orbis Holdings, an estimated $56.4M sold.

Based on aggregated 13F filings for Q3 2015.