New Oriental
152 hedge funds and large institutions have $1.58B invested in New Oriental in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 84 closing their positions.
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
41% more capital invested
Capital invested by funds: $1.12B → $1.58B (+$462M)
0.93% less ownership
Funds ownership: 5.52% → 4.59% (-0.93%)
21% less funds holding
Funds holding: 193 → 152 (-41)
37% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 59
43% less call options, than puts
Call options by funds: $112M | Put options by funds: $197M
49% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 84
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$68.3M |
| 2 |
BlackRock
New York
|
-$59.7M |
| 3 |
Goldman Sachs
New York
|
-$54.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$40.6M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$39M |
EDU Hedge Fund Activity: Q2 2022 in Review
152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2022, worth a combined $1.58B — up 41% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of EDU and 43 opened new positions — a net loss of 41 holders — while 59 trimmed existing stakes and 37 added.
The largest buyer was Baupost Group, opening a new position worth an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $68.3M.
- 152 institutional investors held New Oriental (EDU) as of Q2 2022, down from 193 in Q1 2022.
- Funds reported $1.58B of New Oriental stock for Q2 2022, up 41% quarter-over-quarter.
- 43 funds opened new New Oriental positions in Q2 2022 and 84 closed out, a net change of -41 holders.
- The largest New Oriental buyer in Q2 2022 was Baupost Group, an estimated $110M added.
- The largest New Oriental seller in Q2 2022 was Morgan Stanley, an estimated $68.3M sold.
Based on aggregated 13F filings for Q2 2022.