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New Oriental

189 hedge funds and large institutions have $3.73B invested in New Oriental in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

45% more capital invested

Capital invested by funds: $2.57B → $3.73B (+$1.16B)

39% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $63.4M

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 177189 (+12)

0.11% less ownership

Funds ownership: 3.84%3.73% (-0.11%)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
189
Holders Change
+12
Holders Change %
+6.78%
% of All Funds
3%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
40
Increased
56
Reduced
65
Closed
27
Calls
$87.9M
Puts
$63.4M
Net Calls
+$24.4M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$218K -$4.3K -82 -2%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$216K +$6.03K +115 +3%
QCG
153
Quadrant Capital Group
Ohio
$211K
CA
154
Claro Advisors
Massachusetts
$207K +$185K +3,528 New
PCS
155
Personal CFO Solutions
New Jersey
$200K +$179K +3,419 New
LSA
156
Leonteq Securities AG
Switzerland
$185K -$119K -2,262 -42%
N
157
Natixis
France
$176K +$157K +3,000 New
CG
158
Cutler Group
California
$167K +$137K +2,615 +1,034%
S
159
SignatureFD
Georgia
$165K -$2.99K -57 -2%
PA
160
Parallel Advisors
California
$149K
BCV
161
Banque Cantonale Vaudoise
Switzerland
$133K -$5.61K -107 -4%
Axa
162
Axa
France
$117K +$105K +1,999 New
CG
163
Carmignac Gestion
France
$113K -$9.45M -180,176 -99%
ACA
164
Atlas Capital Advisors
Wyoming
$102K +$22.7K +432 +33%
BTI
165
Blue Trust Inc
Georgia
$88K +$16K +306 +16%
CUAMC
166
China Universal Asset Management Company
China
$77.6K
SS
167
Sunbelt Securities
Texas
$50.1K +$2.52K +48 +6%
LC
168
Lindbrook Capital
California
$40K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$28K +$2.88K +55 +13%
GWS
170
Glassman Wealth Services
Virginia
$13.6K
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$13.5K
HFM
172
Hartford Financial Management
Connecticut
$12.7K
TFGT
173
TS Financial Group (TSFG)
Illinois
$12K
HFS
174
Hantz Financial Services
Michigan
$11K
IA
175
IFP Advisors
Florida
$10.5K +$9.44K +180 New