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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$8.47M -$108K -1,213 -1%
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$8.45M -$469K -5,286 -6%
AAF
128
Andra AP-fonden
Sweden
$7.95M -$772K -8,700 -9%
Axa
129
Axa
France
$7.94M -$533K -6,000 -7%
APG Asset Management
130
APG Asset Management
Netherlands
$7.8M -$825K -9,300 -9%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$7.53M +$658K +7,410 +10%
MAM
132
Myriad Asset Management
Hong Kong
$7.5M -$2.36M -26,584 -25%
MC
133
Maverick Capital
Texas
$7.28M +$3.19M +35,950 +87%
N
134
Nuveen
North Carolina
$7.24M -$591K -6,656 -8%
BAPIM
135
British Airways Pensions Investment Management
United Kingdom
$7.09M -$465K -5,234 -6%
NIPH
136
NN Investment Partners Holdings
Netherlands
$7.03M -$372K -4,196 -5%
DnB Asset Management
137
DnB Asset Management
Norway
$6.9M -$10M -113,100 -61%
Citadel Advisors
138
Citadel Advisors
Florida
$6.66M +$1.29M +14,537 +26%
ACM
139
Aubrey Capital Management
United Kingdom
$6.26M +$5.91M +66,645 New
Canada Life
140
Canada Life
Manitoba, Canada
$6.25M +$479K +5,400 +9%
WAM
141
WIM Asset Management
Hong Kong
$6.11M +$5.77M +65,000 New
MAM
142
Majedie Asset Management
United Kingdom
$5.89M
Charles Schwab
143
Charles Schwab
California
$5.8M +$2.6M +29,259 +90%
TA
144
Teachers Advisors
New York
$5.74M +$97.6K +1,100 +2%
ERSOT
145
Employees Retirement System of Texas
Texas
$5.73M
JGC
146
J. Goldman & Co
New York
$5.46M +$2.04M +22,939 +65%
GAM
147
Guinness Asset Management
United Kingdom
$5.39M +$1.01M +11,410 +25%
FFA
148
First Foundation Advisors
California
$5.11M
NTC
149
NF Trinity Capital
Hong Kong
$4.98M
Comerica Bank
150
Comerica Bank
Texas
$4.74M +$3.9M +43,924 +506%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.