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New Oriental

193 hedge funds and large institutions have $1.12B invested in New Oriental in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 5.78%5.52% (-0.26%)

21% less funds holding

Funds holding: 245193 (-52)

28% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $20.8M

36% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 80

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

46% less capital invested

Capital invested by funds: $2.08B → $1.12B (-$959M)

70% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 71

Holders
193
Holders Change
-52
Holders Change %
-21.22%
% of All Funds
3.04%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
21
Increased
51
Reduced
80
Closed
71
Calls
$14.9M
Puts
$20.8M
Net Calls
-$5.87M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
126
Edgestream Partners
New Jersey
$70K -$81.7K -5,615 -48%
SIC
127
Samalin Investment Counsel
New York
$59K -$20.4K -1,400 -21%
RC
128
RBF Capital
California
$58K -$262K -18,005 -78%
Comerica Bank
129
Comerica Bank
Texas
$58K
YCM
130
Yousif Capital Management
Michigan
$55K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$55K +$10.6K +730 +18%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$51K +$7.72K +530 +14%
BCM
133
Bluefin Capital Management
New York
$49K -$135K -9,250 -68%
S
134
SignatureFD
Georgia
$49K -$35.5K -2,440 -36%
DGAM
135
Desjardins Global Asset Management
Quebec, Canada
$40K
AllianceBernstein
136
AllianceBernstein
Tennessee
$37K +$11.7K +801 +33%
Macquarie Group
137
Macquarie Group
Australia
$36.6K -$54K -3,710 -0.5%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$35K
LPL Financial
139
LPL Financial
California
$32K -$21.4K -1,470 -34%
CI
140
Cigna Investments
Connecticut
$32K
Janus Henderson Group
141
Janus Henderson Group
United Kingdom
$31K
SMDAM
142
Sumitomo Mitsui DS Asset Management
Japan
$30K
IAA
143
Independent Advisor Alliance
North Carolina
$26K -$4.93K -339 -13%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$26K
EVM
145
Eaton Vance Management
Massachusetts
$26K +$24.8K +1,700 +307%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$25K -$5.07K -348 -14%
AIG
147
American International Group
New York
$25K
CPWA
148
Cerro Pacific Wealth Advisors
California
$23K
TRCT
149
Tower Research Capital (TRC)
New York
$22K -$9.3K -639 -25%
WFI
150
West Family Investments
California
$22K +$27.6K +1,899 New

EDU Hedge Fund Activity: Q1 2022 in Review

193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2022, worth a combined $1.12B — down 46% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of EDU and 21 opened new positions — a net loss of 50 holders — while 80 trimmed existing stakes and 51 added.

The largest buyer was Carmignac Gestion, adding an estimated $40.9M. The largest seller was National Bank of Canada, exiting entirely with an estimated $74.1M sold.

  • 193 institutional investors held New Oriental (EDU) as of Q1 2022, down from 245 in Q4 2021.
  • Funds reported $1.12B of New Oriental stock for Q1 2022, down 46% quarter-over-quarter.
  • 21 funds opened new New Oriental positions in Q1 2022 and 71 closed out, a net change of -50 holders.
  • The largest New Oriental buyer in Q1 2022 was Carmignac Gestion, an estimated $40.9M added.
  • The largest New Oriental seller in Q1 2022 was National Bank of Canada, an estimated $74.1M sold.

Based on aggregated 13F filings for Q1 2022.