We are live on ! Find out more
EDU icon

New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAC
176
SPQ Asia Capital
Hong Kong
$2.36M +$817K +10,030 +60%
XK
177
Xact Kapitalforvaltning
Sweden
$2.3M
Aviva
178
Aviva
United Kingdom
$2.23M +$65.2K +800 +3%
GAMA
179
Graticule Asia Macro Advisors
New York
$2.1M +$1.94M +23,750 New
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$1.96M -$1.06M -12,960 -37%
PAM
181
Prudence Asset Management
Hong Kong
$1.88M +$1.12M +13,700 +181%
DAM
182
Deltec Asset Management
New York
$1.85M +$1.71M +21,000 New
PM
183
Parametrica Management
Hong Kong
$1.83M +$1.26M +15,410 +286%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.82M +$24.4K +300 +1%
PCM
185
Penserra Capital Management
California
$1.74M +$612K +7,514 +62%
VOYA Investment Management
186
VOYA Investment Management
Georgia
$1.66M -$20.8K -255 -1%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M -$290K -3,560 -16%
CG
188
Cutler Group
California
$1.61M +$978K +12,003 +190%
MCP
189
Maso Capital Partners
Hong Kong
$1.5M +$1.39M +17,000 New
GPCM
190
Granite Point Capital Management
Massachusetts
$1.43M +$1.32M +16,200 New
Tudor Investment Corp
191
Tudor Investment Corp
Connecticut
$1.35M +$1.25M +15,313 New
PP
192
Prudential plc
United Kingdom
$1.31M +$1.21M +14,800 New
PA
193
Profund Advisors
Maryland
$1.3M +$205K +2,520 +21%
NFA
194
Nationwide Fund Advisors
Ohio
$1.3M +$32.6K +400 +3%
1832 Asset Management
195
1832 Asset Management
Ontario, Canada
$1.28M +$1.22M +15,000 New
MIFH
196
Migdal Insurance & Financial Holdings
Israel
$1.27M +$1.17M +14,350 New
DSI
197
Daiwa SB Investments
Japan
$1.26M +$611K +7,500 +110%
MME
198
Meag Munich Ergo
Germany
$1.21M
PCM
199
Prelude Capital Management
New York
$1.2M +$737K +9,047 +201%
AG
200
AIA Group
Hong Kong
$1.2M

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.