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New Oriental
EDU

195 hedge funds and large institutions have $3.95B invested in New Oriental in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more capital invested

Capital invested by funds: $2.47B → $3.95B (+$1.48B)

55% more funds holding

Funds holding: 126 → 195 (+69)

29% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $35.7M

2.32% more ownership

Funds ownership: 77.45% → 79.78% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
195
Holders Change
+69
Holders Change %
+54.76%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
84
Increased
50
Reduced
50
Closed
14
Calls
$46.1M
Puts
$35.7M
Net Calls
+$10.4M
Net Calls Change
-$17.1M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$105M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.4M
3
BIT
BlackRock Institutional Trust
California
+$39.7M
4
AL
AJO LP
Pennsylvania
+$27.5M
5
State Street
State Street
Massachusetts
+$27.4M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$46.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$45.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPCM
151
Pillar Pacific Capital Management
California
$258K +$232K +8,240 New
AG
152
AIA Group
Hong Kong
$253K +$225K +8,000 New
QT
153
Quantbot Technologies
New York
$246K +$221K +7,842 New
Comerica Bank
154
Comerica Bank
Texas
$237K +$238K +8,471 New
1GA
155
1st Global Advisors
Texas
$231K +$207K +7,357 New
KM
156
Kylin Management
New York
$229K +$206K +7,300 New
HNB
157
Huntington National Bank
Ohio
$219K +$2.28K +81 +1%
CG
158
Cutler Group
California
$218K +$196K +6,965 New
PAM
159
Princeton Alpha Management
New Jersey
$217K +$194K +6,902 New
VRS
160
Virginia Retirement Systems
Virginia
$216K +$194K +6,900 New
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$213K +$191K +6,776 New
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$181K +$170K +6,030 +2,858%
CM
163
Castleark Management
Illinois
$179K +$160K +5,700 New
AA
164
Alta Advisers
United Kingdom
$166K -$1.05M -37,255 -88%
Macquarie Group
165
Macquarie Group
Australia
$161K +$144K +5,128 New
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$149K +$132K +4,700 New
SEC
167
Seven Eight Capital
New York
$144K +$130K +4,600 New
IR
168
Invictus RG
Bermuda
$114K +$102K +3,622 New
QI
169
QS Investors
New York
$78K +$5.63K +200 +9%
FTUS
170
Flow Traders U.S.
New York
$63K +$56.3K +2,000 New
Daiwa Securities Group
171
Daiwa Securities Group
Japan
$53K +$47.9K +1,700 New
Creative Planning
172
Creative Planning
Kansas
$52K -$33.8K -1,200 -42%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$44K +$28.2K +1,000 +242%
HDIM
174
Hanson & Doremus Investment Management
Vermont
$35K – – –
PAM
175
Paradigm Asset Management
New York
$34.5K +$31K +1,100 New
5 6
7
8 9

EDU Hedge Fund Activity: Q4 2015 in Review

195 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2015, worth a combined $3.95B — up 60% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EDU positions and 14 closed out — a net gain of 70 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $105M. The largest seller was Dodge & Cox, cutting an estimated $109M.

  • 195 institutional investors held New Oriental (EDU) as of Q4 2015, up from 126 in Q3 2015.
  • Funds reported $3.95B of New Oriental stock for Q4 2015, up 60% quarter-over-quarter.
  • 84 funds opened new New Oriental positions in Q4 2015 and 14 closed out, a net change of +70 holders.
  • The largest New Oriental buyer in Q4 2015 was Acadian Asset Management, an estimated $105M added.
  • The largest New Oriental seller in Q4 2015 was Dodge & Cox, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2015.