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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
176
Cubist Systematic Strategies
Connecticut
$4.03M -$4.59M -38,421 -54%
SMDAM
177
Sumitomo Mitsui DS Asset Management
Japan
$3.76M -$132K -1,101 -3%
SG Americas Securities
178
SG Americas Securities
New York
$3.71M +$1.55M +12,960 +73%
RPI
179
Railway Pension Investments
United Kingdom
$3.58M +$1.34M +11,200 +61%
Squarepoint
180
Squarepoint
New York
$3.56M +$3.51M +29,320 New
JFL
181
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.55M +$780K +6,526 +29%
NFT
182
Nan Fung Trinity
Hong Kong
$3.53M +$3.48M +29,134 New
VBA
183
Van Berkom & Associates
Quebec, Canada
$3.52M
Two Sigma Investments
184
Two Sigma Investments
New York
$3.4M -$32.8M -274,049 -91%
First Trust Advisors
185
First Trust Advisors
Illinois
$3.34M +$1.22M +10,216 +59%
First Manhattan
186
First Manhattan
New York
$3.33M +$3.29M +27,500 New
Nomura Holdings
187
Nomura Holdings
Japan
$3.32M +$2.24M +18,717 +218%
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$3.22M +$3.18M +26,561 New
Aberdeen Group
189
Aberdeen Group
United Kingdom
$3.22M +$1.39M +11,607 +78%
EIP
190
Epoch Investment Partners
New York
$3.21M +$3.16M +26,441 New
FFM
191
Fullerton Fund Management
Singapore
$3.19M -$147K -1,233 -4%
DI
192
Dalton Investments
Nevada
$3.06M +$3.02M +25,237 New
MWNA
193
Marshall Wace North America
New York
$3.02M +$2.51M +20,978 +532%
DAM
194
Deltec Asset Management
New York
$2.97M +$2.24M +18,775 +327%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$2.95M +$478K +4,000 +20%
H
196
Hexavest
Quebec, Canada
$2.94M +$70.8K +592 +3%
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.92M +$206K +1,722 +8%
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$2.9M -$310K -2,592 -10%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$2.79M +$22.1K +185 +0.8%
RJA
200
Raymond James & Associates
Florida
$2.76M +$223K +1,864 +9%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.