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New Oriental

204 hedge funds and large institutions have $4.14B invested in New Oriental in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $35.9M

0.04% less ownership

Funds ownership: 3.97%3.94% (-0.04%)

5% less funds holding

Funds holding: 215204 (-11)

16% less capital invested

Capital invested by funds: $4.93B → $4.14B (-$790M)

17% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 54

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

31% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 78

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.69%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.25%
New
45
Increased
54
Reduced
78
Closed
54
Calls
$47.4M
Puts
$35.9M
Net Calls
+$11.5M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
151
Walleye Capital
New York
$144K -$771K -12,035 -84%
BC
152
Bayforest Capital
United Kingdom
$138K +$138K +2,148 New
EF
153
Empowered Funds
Pennsylvania
$138K +$138K +2,147 New
BP
154
BNP Paribas
France
$113K +$115K +1,800 New
ACA
155
Atlas Capital Advisors
Wyoming
$102K -$9.68K -151 -9%
Group One Trading
156
Group One Trading
Illinois
$79.7K +$79.6K +1,242 New
AWM
157
Avior Wealth Management
Nebraska
$77.5K
N
158
Natixis
France
$56.5K +$15.9K +248 +39%
SS
159
SBI Securities
Japan
$51K +$50.9K +795 New
Simplex Trading
160
Simplex Trading
Illinois
$48K +$48.3K +753 New
WBC
161
Westpac Banking Corp
Australia
$44.5K +$44.5K +694 New
LC
162
Lindbrook Capital
California
$43.8K
Osaic Holdings
163
Osaic Holdings
Arizona
$39.6K -$285K -4,453 -88%
RI
164
Ridgewood Investments
New Jersey
$35.3K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$29K +$320 +5 +1%
GM
166
GeoWealth Management
Illinois
$28.3K +$20.4K +318 +259%
SO
167
STRS Ohio
Ohio
$25.9K
PEAK6
168
PEAK6
Illinois
$22.5K +$22.5K +351 New
SS
169
Sunbelt Securities
Texas
$15.3K
GCS
170
Gordian Capital (Singapore)
Singapore
$14.1K
BTI
171
Blue Trust Inc
Georgia
$13K -$118K -1,849 -90%
TFGT
172
TS Financial Group (TSFG)
Illinois
$13K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$12.8K +$6.41K +100 +100%
FHA
174
First Horizon Advisors
Tennessee
$11.7K +$11.7K +183 New
EWA
175
EverSource Wealth Advisors
Alabama
$9.37K -$2.12K -33 -18%

EDU Hedge Fund Activity: Q4 2024 in Review

204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2024, worth a combined $4.14B — down 16% from $4.93B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of EDU and 45 opened new positions — a net loss of 9 holders — while 78 trimmed existing stakes and 54 added.

The largest buyer was Aspex Management (HK), adding an estimated $173M. The largest seller was Trivest Advisors, exiting entirely with an estimated $132M sold.

  • 204 institutional investors held New Oriental (EDU) as of Q4 2024, down from 215 in Q3 2024.
  • Funds reported $4.14B of New Oriental stock for Q4 2024, down 16% quarter-over-quarter.
  • 45 funds opened new New Oriental positions in Q4 2024 and 54 closed out, a net change of -9 holders.
  • The largest New Oriental buyer in Q4 2024 was Aspex Management (HK), an estimated $173M added.
  • The largest New Oriental seller in Q4 2024 was Trivest Advisors, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.