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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.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+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: 193152 (-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

Holders
152
Holders Change
-41
Holders Change %
-21.24%
% of All Funds
2.56%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
43
Increased
37
Reduced
59
Closed
84
Calls
$112M
Puts
$197M
Net Calls
-$85.5M
Net Calls Change
-$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
151
Point72 Hong Kong
Hong Kong
-$17.4M -1,512,257 Closed
Wellington Management Group
152
Wellington Management Group
Massachusetts
-$10.4M -907,813 Closed
Marshall Wace
153
Marshall Wace
United Kingdom
-$10.1M -874,390 Closed
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
-$7.84M -572,507 Closed
PGCM
155
Prescott Group Capital Management
Oklahoma
-$6.34M -551,133 Closed
KC
156
Kadensa Capital
Hong Kong
-$6.17M -536,172 Closed
Verition Fund Management
157
Verition Fund Management
Connecticut
-$5.75M -500,000 Closed
N
158
Nuveen
North Carolina
-$39M -339,103 Closed
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
-$3.52M -306,191 Closed
Sumitomo Mitsui Trust Group
160
Sumitomo Mitsui Trust Group
Japan
-$3.31M -288,007 Closed
TAA
161
TB Alternative Assets
Cayman Islands
-$2.41M -209,580 Closed
E
162
Ergoteles
New York
-$2.37M -206,291 Closed
Canada Life
163
Canada Life
Manitoba, Canada
-$2.14M -178,577 Closed
Bank of New York Mellon
164
Bank of New York Mellon
New York
-$2M -173,969 Closed
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
-$1.06M -92,250 Closed
Aviva
166
Aviva
United Kingdom
-$834K -72,499 Closed
BCIM
167
British Columbia Investment Management
British Columbia, Canada
-$702K -61,000 Closed
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
-$602K -52,389 Closed
Public Sector Pension Investment Board (PSP Investments)
169
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$589K -51,241 Closed
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
-$447K -38,841 Closed
Asset Management One
171
Asset Management One
Japan
-$385K -33,497 Closed
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$317K -27,560 Closed
CANY
173
Caxton Associates (New York)
New York
-$302K -26,219 Closed
GIBU
174
Gulf International Bank (UK)
United Kingdom
-$279K -24,320 Closed
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
-$302K -24,185 Closed

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.