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New Oriental

291 hedge funds and large institutions have $9.4B invested in New Oriental in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 129 increasing their positions, 83 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $597M | Put options by funds: $243M

55% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 83

0.63% less ownership

Funds ownership: 81.05%80.42% (-0.63%)

7% less funds holding

Funds holding: 314291 (-23)

22% less capital invested

Capital invested by funds: $12.1B → $9.4B (-$2.72B)

32% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 62

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
291
Holders Change
-23
Holders Change %
-7.32%
% of All Funds
6.65%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.34%
New
42
Increased
129
Reduced
83
Closed
62
Calls
$597M
Puts
$243M
Net Calls
+$354M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$3.19M +$128K +1,547 +4%
SAM
152
Shell Asset Management
Netherlands
$3.19M
ZDA
153
Zweig-DiMenna Associates
New York
$3.11M +$3.48M +42,000 New
DILIC
154
Dai-ichi Life Insurance Company
Japan
$2.77M +$169K +2,034 +6%
Aviva
155
Aviva
United Kingdom
$2.68M +$41.5K +500 +1%
CA
156
Commerzbank Aktiengesellschaft
Germany
$2.64M +$2.16M +26,077 +272%
DAM
157
Deltec Asset Management
New York
$2.6M +$513K +6,190 +21%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$2.58M
TI
159
Trexquant Investment
Connecticut
$2.57M +$2.88M +34,682 New
OAM
160
Oberweis Asset Management
Illinois
$2.54M +$166K +2,000 +6%
ZIG
161
Zurich Insurance Group
Switzerland
$2.4M -$28.8K -347 -1%
M&T Bank
162
M&T Bank
New York
$2.31M +$149K +1,794 +6%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M -$18.1M -217,895 -88%
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
$2.26M -$1.08M -12,978 -30%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$2.17M -$70.8K -854 -3%
BAPIM
166
British Airways Pensions Investment Management
United Kingdom
$2.08M -$149K -1,800 -6%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$1.96M +$447K +5,385 +26%
DSI
168
Daiwa SB Investments
Japan
$1.95M +$99.5K +1,200 +5%
BFM
169
Boothbay Fund Management
New York
$1.92M +$1.5M +18,030 +227%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$1.92M +$118K +1,425 +6%
ACI
171
AMP Capital Investors
Australia
$1.91M +$191K +2,299 +10%
RCG
172
Rock Creek Group
District of Columbia
$1.9M +$2.13M +25,642 New
N
173
Natixis
France
$1.87M +$1.92M +23,130 +1,060%
FFM
174
Fullerton Fund Management
Singapore
$1.83M +$2.05M +24,720 New
VOYA Investment Management
175
VOYA Investment Management
Georgia
$1.69M

EDU Hedge Fund Activity: Q3 2018 in Review

291 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2018, worth a combined $9.4B — down 22% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of EDU and 42 opened new positions — a net loss of 20 holders — while 83 trimmed existing stakes and 129 added.

The largest buyer was Davis Selected Advisers, adding an estimated $255M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $721M sold.

  • 291 institutional investors held New Oriental (EDU) as of Q3 2018, down from 314 in Q2 2018.
  • Funds reported $9.4B of New Oriental stock for Q3 2018, down 22% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q3 2018 and 62 closed out, a net change of -20 holders.
  • The largest New Oriental buyer in Q3 2018 was Davis Selected Advisers, an estimated $255M added.
  • The largest New Oriental seller in Q3 2018 was Baillie Gifford & Co, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2018.