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New Oriental

189 hedge funds and large institutions have $3.73B invested in New Oriental in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

45% more capital invested

Capital invested by funds: $2.57B → $3.73B (+$1.16B)

39% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $63.4M

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 177189 (+12)

0.11% less ownership

Funds ownership: 3.84%3.73% (-0.11%)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
189
Holders Change
+12
Holders Change %
+6.78%
% of All Funds
3%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
40
Increased
56
Reduced
65
Closed
27
Calls
$87.9M
Puts
$63.4M
Net Calls
+$24.4M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
126
Wells Fargo
California
$470K +$207K +3,953 +97%
TWC
127
TD Waterhouse Canada
Ontario, Canada
$460K -$24.3K -463 -6%
Squarepoint
128
Squarepoint
New York
$452K +$405K +7,728 New
HT
129
Headlands Technologies
Illinois
$435K +$255K +4,861 +189%
NA
130
NewEdge Advisors
Louisiana
$432K -$625K -11,910 -62%
WFI
131
West Family Investments
California
$407K
HS
132
HighVista Strategies
Massachusetts
$375K +$336K +6,400 New
VPIM
133
Vanguard Personalized Indexing Management
California
$374K -$23.4K -447 -7%
BMSSC
134
B. Metzler seel. Sohn & Co
Germany
$370K -$331K -6,314 -50%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$365K +$188K +3,588 +136%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$337K -$4.36M -83,176 -94%
QWM
137
QP Wealth Management
New Jersey
$328K +$294K +5,605 New
CAN
138
Cetera Advisor Networks
California
$326K -$6.08K -116 -2%
VA
139
Vident Advisory
Georgia
$296K +$265K +5,062 New
Citigroup
140
Citigroup
New York
$286K -$1.18M -22,578 -82%
WI
141
WrapManager Inc
California
$272K +$244K +4,653 New
WDC
142
Woodward Diversified Capital
California
$262K -$54K -1,030 -19%
CANY
143
Caxton Associates (New York)
New York
$261K +$234K +4,454 New
XT
144
XTX Topco
Cayman Islands
$253K +$226K +4,314 New
JIP
145
Jaffetilchin Investment Partners
Florida
$251K +$225K +4,288 New
BHPW
146
Beverly Hills Private Wealth
California
$246K -$245K -4,676 -53%
Parallax Volatility Advisers
147
Parallax Volatility Advisers
California
$246K +$220K +4,202 New
Russell Investments Group
148
Russell Investments Group
United Kingdom
$240K +$215K +4,095 New
TRCT
149
Tower Research Capital (TRC)
New York
$240K +$61.1K +1,165 +40%
AFS
150
AFG Fiduciary Services
Massachusetts
$218K +$184K +3,500 New