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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$4.67M -$37.6M -423,658 -90%
SAM
152
Shell Asset Management
Netherlands
$4.6M -$62.1K -700 -1%
ACM
153
Azimuth Capital Management
Michigan
$4.57M +$148K +1,665 +4%
Brown Advisory
154
Brown Advisory
Maryland
$4.48M +$1.6K +18 +0%
CI
155
Cooper Investors
Australia
$4.24M +$4M +45,056 New
BCIM
156
British Columbia Investment Management
British Columbia, Canada
$3.99M +$1.09M +12,300 +41%
MWNA
157
Marshall Wace North America
New York
$3.85M +$2.77M +31,174 +319%
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
$3.81M +$50.1K +564 +2%
Boston Partners
159
Boston Partners
Massachusetts
$3.76M -$591K -6,654 -14%
UOC
160
UBS O'Connor
Illinois
$3.59M +$480K +5,405 +16%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$3.39M
NSRI
162
New Silk Road Investment
Singapore
$3.37M +$697K +7,850 +28%
DILIC
163
Dai-ichi Life Insurance Company
Japan
$3.31M +$242K +2,729 +8%
GIBU
164
Gulf International Bank (UK)
United Kingdom
$3.28M
OAM
165
Oberweis Asset Management
Illinois
$3.04M -$1.93M -21,750 -40%
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$2.94M -$32.3M -363,751 -92%
M&T Bank
167
M&T Bank
New York
$2.9M -$162K -1,828 -6%
PCM
168
Penserra Capital Management
California
$2.88M +$968K +10,911 +55%
CG
169
Cutler Group
California
$2.85M +$1.06M +11,969 +65%
PP
170
Prudential plc
United Kingdom
$2.84M +$1.37M +15,400 +104%
CCM
171
Concourse Capital Management
Georgia
$2.81M +$128K +1,440 +5%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$2.74M -$1.53M -17,226 -37%
JCP
173
Jabre Capital Partners
Switzerland
$2.71M +$2.56M +28,801 New
KBC Group
174
KBC Group
Belgium
$2.63M -$5.52M -62,163 -69%
Aviva
175
Aviva
United Kingdom
$2.62M +$240K +2,700 +11%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.