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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
151
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$506K +$266K +8,500 +152%
SB
152
Suntrust Banks
Georgia
$425K -$2.87K -92 -0.7%
PP
153
Paloma Partners
Connecticut
$425K +$384K +12,294 New
OMC
154
Oasis Management Company
Cayman Islands
$405K +$366K +11,700 New
NIPH
155
NN Investment Partners Holdings
Netherlands
$395K +$356K +11,408 New
FFH
156
Fairfax Financial Holdings
Ontario, Canada
$384K – – –
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$383K +$346K +11,086 New
WSCM
158
Wellington Shields Capital Management
New York
$363K – – –
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$362K +$104K +3,314 +49%
Aviva
160
Aviva
United Kingdom
$339K +$18.7K +600 +7%
VOYA Investment Management
161
VOYA Investment Management
Georgia
$326K +$7.62K +244 +3%
Macquarie Group
162
Macquarie Group
Australia
$325K +$133K +4,268 +83%
1GA
163
1st Global Advisors
Texas
$320K +$59.5K +1,904 +26%
ONB
164
Old National Bancorp
Indiana
$313K +$11.9K +382 +4%
WAM
165
World Asset Management
Michigan
$312K +$20.6K +659 +8%
PPCM
166
Pillar Pacific Capital Management
California
$311K +$23.4K +750 +9%
Comerica Bank
167
Comerica Bank
Texas
$302K +$843 +27 +0.3%
NIT
168
NumerixS Investment Technologies
British Columbia, Canada
$301K +$272K +8,700 New
QC
169
Quadrature Capital
United Kingdom
$301K +$272K +8,700 New
VRS
170
Virginia Retirement System
Virginia
$297K +$269K +8,600 New
PMG
171
ProVise Management Group
Florida
$294K +$265K +8,487 New
GH
172
GAM Holding
Switzerland
$287K -$93.7K -3,000 -27%
AG
173
AIA Group
Hong Kong
$287K – – –
FCI
174
Financial Counselors Inc
Kansas
$284K -$10K -320 -4%
Verition Fund Management
175
Verition Fund Management
Connecticut
$276K +$249K +7,982 New
5 6
7
8 9

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.