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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$2.55M -$887K -9,995 -27%
FHAM
177
Folger Hill Asset Management
New York
$2.43M +$2.29M +25,812 New
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$2.35M +$2.22M +25,000 New
DSI
179
Daiwa SB Investments
Japan
$2.31M +$914K +10,300 +72%
ZIG
180
Zurich Insurance Group
Switzerland
$2.25M -$1.34M -15,074 -39%
HI
181
HBK Investments
Texas
$2.23M +$1.58M +17,842 +301%
XK
182
Xact Kapitalforvaltning
Sweden
$2.17M -$266K -3,000 -11%
CIBC Asset Management
183
CIBC Asset Management
Ontario, Canada
$2.08M -$2.75K -31 -0.1%
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$2.06M +$1.95M +21,930 New
PM
185
Parametrica Management
Hong Kong
$1.96M +$4.53K +51 +0.2%
TD Asset Management
186
TD Asset Management
Ontario, Canada
$1.91M +$941K +10,600 +110%
EDRH
187
Edmond de Rothschild Holding
Switzerland
$1.88M -$1.95M -22,000 -52%
Voloridge Investment Management
188
Voloridge Investment Management
Florida
$1.83M -$12.7M -142,743 -88%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$1.69M -$79.8K -899 -5%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.63M -$293K -3,300 -16%
MCP
191
Maso Capital Partners
Hong Kong
$1.6M
LFAS
192
Level Four Advisory Services
Texas
$1.6M +$399K +4,498 +36%
GPCM
193
Granite Point Capital Management
Massachusetts
$1.58M +$53.3K +600 +4%
MME
194
Meag Munich Ergo
Germany
$1.5M +$204K +2,300 +17%
Simplex Trading
195
Simplex Trading
Illinois
$1.48M +$1.2M +13,544 +612%
MIFH
196
Migdal Insurance & Financial Holdings
Israel
$1.46M +$101K +1,140 +8%
Prudential Financial
197
Prudential Financial
New Jersey
$1.37M -$2.38M -26,866 -64%
AG
198
AIA Group
Hong Kong
$1.26M
Wolverine Trading
199
Wolverine Trading
Illinois
$1.26M +$87.2K +982 +8%
US Bancorp
200
US Bancorp
Minnesota
$1.24M +$261K +2,943 +29%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.