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New Oriental
EDU

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195 → 216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78% → 78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$145M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$66.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.7M
5
CCM
Causeway Capital Management
California
+$18.7M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$236M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$64.7M
3
Fidelity International
Fidelity International
Bermuda
-$64.2M
4
Boston Partners
Boston Partners
Massachusetts
-$48.5M
5
O
OppenheimerFunds
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Bayesian Capital Management
New York
$273K +$247K +7,898 New
DWA
177
Dorsey Wright & Associates
California
$262K +$327K +10,480 New
MC
178
Martin Currie
United Kingdom
$246K +$222K +7,100 New
SGAM
179
Smith Group Asset Management
Texas
$244K +$221K +7,061 New
GCP
180
GSA Capital Partners
United Kingdom
$240K -$812K -25,983 -79%
AI
181
Analytic Investors
California
$227K +$205K +6,550 New
IMAS
182
ID Management A/S
Denmark
$208K +$187K +6,000 New
TNBTD
183
Trustmark National Bank Trust Department
Mississippi
$204K +$184K +5,893 New
IR
184
Invictus RG
Bermuda
$191K +$59.4K +1,903 +53%
AA
185
Alta Advisers
United Kingdom
$183K – – –
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$171K -$229K -7,323 -60%
Daiwa Securities Group
187
Daiwa Securities Group
Japan
$163K +$93.7K +3,000 +176%
DekaBank Deutsche Girozentrale
188
DekaBank Deutsche Girozentrale
Germany
$162K -$6.25K -200 -4%
CM
189
Castleark Management
Illinois
$100K -$87.5K -2,800 -49%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$78K +$26.1K +837 +59%
CCA
191
Checchi Capital Advisers
California
$47K +$42.7K +1,366 New
PAM
192
Paradigm Asset Management
New York
$38K – – –
Creative Planning
193
Creative Planning
Kansas
$37K -$18.1K -581 -35%
FTUS
194
Flow Traders U.S.
New York
$36K -$30K -959 -48%
HDIM
195
Hanson & Doremus Investment Management
Vermont
$20K -$16.4K -525 -47%
ASN
196
Advisory Services Network
Georgia
$19K +$15.6K +500 +943%
LTFS
197
Ladenburg Thalmann Financial Services
Florida
$18K -$179K -5,718 -92%
US Bancorp
198
US Bancorp
Minnesota
$17K +$1.91K +61 +14%
BA
199
BlackRock Advisors
Delaware
$15K – – –
AssetMark Inc
200
AssetMark Inc
California
$15K +$11K +351 +439%
6 7
8
9 10

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.