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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$7.25M +$5.39M +66,116 +412%
BAPIM
127
British Airways Pensions Investment Management
United Kingdom
$7.11M -$888K -10,900 -12%
NIPH
128
NN Investment Partners Holdings
Netherlands
$6.97M
PG
129
PEAK6 Group
Illinois
$6.9M +$4.65M +57,067 +270%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$6.42M +$555K +6,805 +10%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$6.21M -$40.7M -498,943 -88%
PP
132
Paloma Partners
Connecticut
$5.9M +$5.45M +66,877 New
Connor, Clark & Lunn Investment Management (CC&L)
133
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.79M +$4.33M +53,154 +429%
SG Americas Securities
134
SG Americas Securities
New York
$5.76M +$1.63M +20,032 +44%
MAM
135
Majedie Asset Management
United Kingdom
$5.53M -$1.36M -16,650 -21%
ERSOT
136
Employees Retirement System of Texas
Texas
$5.38M -$1.14M -14,000 -19%
GP
137
GLG Partners
United Kingdom
$5.38M +$4.97M +60,973 New
Canada Life
138
Canada Life
Manitoba, Canada
$5.35M +$204K +2,500 +4%
TA
139
Teachers Advisors
New York
$5.29M +$139K +1,700 +3%
Nordea Investment Management
140
Nordea Investment Management
Sweden
$5.11M +$686K +8,420 +17%
Citadel Advisors
141
Citadel Advisors
Florida
$4.97M +$4.01M +49,243 +696%
FFA
142
First Foundation Advisors
California
$4.8M +$2.44M +30,000 +123%
OAM
143
Oberweis Asset Management
Illinois
$4.78M -$566K -6,940 -11%
NTC
144
NF Trinity Capital
Hong Kong
$4.68M +$4.32M +52,998 New
SAM
145
Shell Asset Management
Netherlands
$4.38M -$473K -5,800 -10%
Brown Advisory
146
Brown Advisory
Maryland
$4.21M +$3.89M +47,689 New
ACM
147
Azimuth Capital Management
Michigan
$4.14M -$819K -10,050 -18%
Boston Partners
148
Boston Partners
Massachusetts
$4.12M -$586K -7,191 -13%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$4.09M +$2.91M +35,668 +333%
GAM
150
Guinness Asset Management
United Kingdom
$4.05M +$8.96K +110 +0.2%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.