New Oriental
143 hedge funds and large institutions have $2.88B invested in New Oriental in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
125% more call options, than puts
Call options by funds: $71.6M | Put options by funds: $31.8M
29% more funds holding
Funds holding: 111 → 143 (+32)
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
9% more capital invested
Capital invested by funds: $2.66B → $2.88B (+$229M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.83% less ownership
Funds ownership: 75.64% → 74.8% (-0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$124M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$63.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$58.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$56.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$294M |
| 2 |
O
OppenheimerFunds
New York
|
-$101M |
| 3 |
KM
Kylin Management
New York
|
-$80.3M |
| 4 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$44.3M |
| 5 |
SFM
Soros Fund Management
New York
|
-$33.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
151
Airain Ltd
St. Peter Port,
Guernsey
| – | -$605K | -27,288 | Closed |
|
|
AG
152
Ashmore Group
London,
United Kingdom
| – | -$603K | -27,207 | Closed |
|
|
VKH
153
Virtu KCG Holdings
New York
| – | -$399K | -17,982 | Closed |
|
154
Creative Planning
Overland Park,
Kansas
| – | -$31K | -1,400 | Closed |
|
|
QT
155
Quantbot Technologies
New York
| – | -$10K | -487 | Closed |
|
EDU Hedge Fund Activity: Q2 2015 in Review
143 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2015, worth a combined $2.88B — up 8.6% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EDU positions and 12 closed out — a net gain of 33 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was Artisan Partners, adding an estimated $124M. The largest seller was Baillie Gifford & Co, cutting an estimated $294M.
- 143 institutional investors held New Oriental (EDU) as of Q2 2015, up from 111 in Q1 2015.
- Funds reported $2.88B of New Oriental stock for Q2 2015, up 8.6% quarter-over-quarter.
- 45 funds opened new New Oriental positions in Q2 2015 and 12 closed out, a net change of +33 holders.
- The largest New Oriental buyer in Q2 2015 was Artisan Partners, an estimated $124M added.
- The largest New Oriental seller in Q2 2015 was Baillie Gifford & Co, an estimated $294M sold.
Based on aggregated 13F filings for Q2 2015.