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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Azimuth Capital Management
Michigan
$5.93M +$261K +2,180 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
152
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.88M -$1.75M -14,600 -23%
FAM
153
Fred Alger Management
New York
$5.87M +$5.79M +48,400 New
GPGA
154
Grandeur Peak Global Advisors
Utah
$5.83M
AAF
155
Andra AP-fonden
Sweden
$5.81M +$215K +1,800 +4%
Calamos Advisors
156
Calamos Advisors
Illinois
$5.62M -$446K -3,731 -7%
TAMH
157
Taikang Asset Management (HK)
Hong Kong
$5.42M +$926K +7,743 +21%
ICP
158
Indus Capital Partners
New York
$5.4M -$861K -7,200 -14%
B
159
BP
United Kingdom
$5.37M -$299K -2,499 -5%
KCMH
160
Keywise Capital Management (HK)
Hong Kong
$5.33M +$5.26M +44,000 New
Voloridge Investment Management
161
Voloridge Investment Management
Florida
$5.32M +$4.28M +35,833 +446%
PAM
162
Panagora Asset Management
Massachusetts
$5.26M +$3.74M +31,247 +257%
ACI
163
AMP Capital Investors
Australia
$5.07M -$52.2K -437 -1%
EDRH
164
Edmond de Rothschild Holding
Switzerland
$4.93M +$255K +2,130 +6%
DZ Bank
165
DZ Bank
Germany
$4.86M -$1.66M -13,901 -26%
XK
166
Xact Kapitalforvaltning
Sweden
$4.74M +$1.85M +15,500 +66%
Stifel Financial
167
Stifel Financial
Missouri
$4.71M -$81.8K -684 -2%
KBC Group
168
KBC Group
Belgium
$4.66M +$1.11M +9,304 +32%
ERSOT
169
Employees Retirement System of Texas
Texas
$4.61M
SAM
170
Shell Asset Management
Netherlands
$4.58M -$209K -1,750 -4%
DILIC
171
Dai-ichi Life Insurance Company
Japan
$4.58M -$112K -933 -2%
Credit Agricole
172
Credit Agricole
France
$4.24M
AC
173
AMS Capital
Brazil
$4.19M
MC
174
Maverick Capital
Texas
$4.16M -$724K -6,055 -15%
M&T Bank
175
M&T Bank
New York
$4.07M -$9.21K -77 -0.2%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.