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New Oriental

152 hedge funds and large institutions have $1.58B invested in New Oriental in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

41% more capital invested

Capital invested by funds: $1.12B → $1.58B (+$462M)

0.93% less ownership

Funds ownership: 5.52%4.59% (-0.93%)

21% less funds holding

Funds holding: 193152 (-41)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

43% less call options, than puts

Call options by funds: $112M | Put options by funds: $197M

49% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 84

Holders
152
Holders Change
-41
Holders Change %
-21.24%
% of All Funds
2.56%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
43
Increased
37
Reduced
59
Closed
84
Calls
$112M
Puts
$197M
Net Calls
-$85.5M
Net Calls Change
-$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$31K +$10K +731 +91%
VI
127
Vestcor Inc
New Brunswick, Canada
$27K -$14 -1 -0.1%
Parallax Volatility Advisers
128
Parallax Volatility Advisers
California
$24K +$6.32K +461 +64%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$23K -$49.9K -3,642 -76%
AAM
130
Advisors Asset Management
Colorado
$20K -$8.86K -647 -40%
SBL
131
Sargent Bickham Lagudis
Colorado
$15K +$10K +731 New
Wells Fargo
132
Wells Fargo
California
$11K -$1.21M -88,499 -99%
Osaic Holdings
133
Osaic Holdings
Arizona
$10K -$4.27K -312 -40%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$8K +$5.3K +387 +3,225%
JP Morgan Chase
135
JP Morgan Chase
New York
$6K -$4.36M -317,943 -100%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$6K +$3.31K +242 +356%
HFS
137
Hantz Financial Services
Michigan
$5K
MCC
138
Money Concepts Capital
Florida
$4K
LC
139
Lindbrook Capital
California
$4K +$384 +28 +16%
CA
140
CoreCap Advisors
Michigan
$4K +$2.74K +200 New
HFM
141
Hartford Financial Management
Connecticut
$4K +$2.97K +217 New
JWM
142
Janiczek Wealth Management
Colorado
$3K +$1.6K +117 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$2K
GWS
144
Glassman Wealth Services
Virginia
$2K +$1.63K +119 New
CAL
145
Capital Advisors Ltd
Ohio
$1K
AF
146
Allworth Financial
California
$1K +$397 +29 New
BIA
147
Bell Investment Advisors
California
$1K +$712 +52 New
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K +$808 +59 New
APA
149
American Portfolios Advisors
New York
$652
KCMH
150
Keywise Capital Management (HK)
Hong Kong
-$36.6M -3,186,140 Closed

EDU Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2022, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of EDU and 43 opened new positions — a net loss of 41 holders — while 59 trimmed existing stakes and 37 added.

The largest buyer was Baupost Group, opening a new position worth an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $68.3M.

  • 152 institutional investors held New Oriental (EDU) as of Q2 2022, down from 193 in Q1 2022.
  • Funds reported $1.58B of New Oriental stock for Q2 2022, up 41% quarter-over-quarter.
  • 43 funds opened new New Oriental positions in Q2 2022 and 84 closed out, a net change of -41 holders.
  • The largest New Oriental buyer in Q2 2022 was Baupost Group, an estimated $110M added.
  • The largest New Oriental seller in Q2 2022 was Morgan Stanley, an estimated $68.3M sold.

Based on aggregated 13F filings for Q2 2022.