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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Discovery Capital Management
Connecticut
$10.3M +$10.2M +85,100 New
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$10.1M
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$10M -$11.3M -94,352 -53%
PI
129
Putnam Investments
Massachusetts
$9.63M +$2.77M +23,154 +41%
Public Sector Pension Investment Board (PSP Investments)
130
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.19M +$191K +1,600 +2%
GAM
131
Guinness Asset Management
United Kingdom
$9.17M -$489K -4,087 -5%
GAAM
132
Guinness Atkinson Asset Management
California
$8.99M -$167K -1,400 -2%
Kayne Anderson Rudnick Investment Management
133
Kayne Anderson Rudnick Investment Management
California
$8.53M +$794K +6,641 +10%
MAM
134
Majedie Asset Management
United Kingdom
$8.52M +$86.1K +720 +1%
PIM
135
Paradice Investment Management
Colorado
$7.95M +$651K +5,446 +9%
N
136
Natixis
France
$7.88M +$7.66M +64,041 New
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$7.86M +$251K +2,100 +3%
New York State Common Retirement Fund
138
New York State Common Retirement Fund
New York
$7.65M +$299K +2,500 +4%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$7.18M +$7.77K +65 +0.1%
FRI
140
FountainCap Research & Investment
China
$6.92M +$6.82M +57,083 New
TD Asset Management
141
TD Asset Management
Ontario, Canada
$6.86M +$3.24M +27,130 +92%
BA
142
Bridgewater Associates
Connecticut
$6.72M +$286K +2,389 +5%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$6.65M -$6.58K -55 -0.1%
SEI Investments
144
SEI Investments
Pennsylvania
$6.61M +$1.73M +14,453 +36%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$6.24M +$2.46M +20,567 +67%
Citadel Advisors
146
Citadel Advisors
Florida
$6.22M +$6.13M +51,290 New
Aviva
147
Aviva
United Kingdom
$6.21M +$1.1M +9,200 +22%
EMPI
148
Elo Mutual Pension Insurance
Finland
$6.06M
ZDA
149
Zweig-DiMenna Associates
New York
$6.06M +$5.97M +49,973 New
Macquarie Group
150
Macquarie Group
Australia
$6.02M -$854K -7,140 -13%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.