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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
126
Nomura Holdings
Japan
$1.07M +$972K +31,124 New
FA
127
FDx Advisors
Illinois
$1.05M +$4.84K +155 +0.5%
BCM
128
BlueCrest Capital Management
Jersey
$1.05M +$950K +30,400 New
Asset Management One
129
Asset Management One
Japan
$1.04M +$316K +10,122 +52%
AAM
130
Aberdeen Asset Management
United Kingdom
$989K +$893K +28,600 New
PRCM
131
Pine River Capital Management
Minnesota
$965K +$378K +12,100 +77%
MAM
132
Majedie Asset Management
United Kingdom
$954K -$166K -5,327 -16%
SAM
133
Shell Asset Management
Netherlands
$930K -$189K -6,053 -18%
JHIU
134
Janus Henderson Investors US
Colorado
$917K +$828K +26,500 New
PA
135
Profund Advisors
Maryland
$915K -$106K -3,406 -11%
BIM
136
BlackRock Investment Management
Delaware
$846K – – –
TA
137
Teachers Advisors
New York
$825K – – –
CSS
138
Cubist Systematic Strategies
Connecticut
$807K -$340K -10,890 -32%
APG Asset Management
139
APG Asset Management
Netherlands
$768K +$694K +22,200 New
WGCA
140
Wolf Group Capital Advisors
Virginia
$756K -$600K -19,205 -47%
Canada Life
141
Canada Life
Manitoba, Canada
$756K +$222K +7,100 +48%
Jane Street
142
Jane Street
New York
$719K -$1.53M -48,897 -70%
BIM
143
Bogle Investment Management
Massachusetts
$705K -$11M -352,639 -95%
QI
144
QS Investors
New York
$661K +$519K +16,600 +664%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$618K +$558K +17,869 New
Voloridge Investment Management
146
Voloridge Investment Management
Florida
$594K +$536K +17,160 New
BCIM
147
British Columbia Investment Management
British Columbia, Canada
$578K +$522K +16,700 New
GIBU
148
Gulf International Bank (UK)
United Kingdom
$554K – – –
BRA
149
Blue Rock Advisors
Minnesota
$507K +$458K +14,647 New
X
150
Xponance
Pennsylvania
$507K +$460K +14,713 New
4 5
6
7 8

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.