New Oriental
154 hedge funds and large institutions have $1.92B invested in New Oriental in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 36 closing their positions.
21% more capital invested
Capital invested by funds: $1.58B → $1.92B (+$335M)
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
1% more funds holding
Funds holding: 152 → 154 (+2)
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
0.12% more ownership
Funds ownership: 4.59% → 4.71% (+0.12%)
4% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 47
41% less call options, than puts
Call options by funds: $124M | Put options by funds: $211M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
FengHe Fund Management
Singapore
|
+$154M |
| 2 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
+$98.4M |
| 3 |
Goldman Sachs
New York
|
+$50.6M |
| 4 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$22.7M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$79.6M |
| 2 |
BlackRock
New York
|
-$43.7M |
| 3 |
Two Sigma Investments
New York
|
-$29M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$26.8M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$23.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PM
176
Parametrica Management
Wanchai,
Hong Kong
| – | -$242K | -11,833 | Closed |
|
177
Envestnet Asset Management
Chicago,
Illinois
| – | -$229K | -11,247 | Closed |
|
178
APG Asset Management
Amsterdam,
Netherlands
| – | -$205K | -10,520 | Closed |
|
|
LWAM
179
Legacy Wealth Asset Management
Woodbury,
Minnesota
| – | -$206K | -10,130 | Closed |
|
|
BFM
180
Boothbay Fund Management
New York
| – | -$204K | -10,000 | Closed |
|
|
RC
181
RBF Capital
San Francisco,
California
| – | -$204K | -10,000 | Closed |
|
|
BAMF
182
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| – | -$87K | -4,262 | Closed |
|
|
AIG
183
American International Group
New York
| – | -$43K | -2,136 | Closed |
|
184
Parallax Volatility Advisers
San Francisco,
California
| – | -$29.3K | -1,178 | Closed |
|
|
CA
185
CoreCap Advisors
Southfield,
Michigan
| – | -$4K | -200 | Closed |
|
186
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$2K | -76 | Closed |
|
|
PFBT
187
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -59 | Closed |
|
EDU Hedge Fund Activity: Q3 2022 in Review
154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2022, worth a combined $1.92B — up 21% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EDU positions and 36 closed out — a net gain of 3 holders — while 45 added to existing stakes and 47 trimmed.
The largest buyer was FengHe Fund Management, opening a new position worth an estimated $154M. The largest seller was Alkeon Capital Management, cutting an estimated $79.6M.
- 154 institutional investors held New Oriental (EDU) as of Q3 2022, up from 152 in Q2 2022.
- Funds reported $1.92B of New Oriental stock for Q3 2022, up 21% quarter-over-quarter.
- 39 funds opened new New Oriental positions in Q3 2022 and 36 closed out, a net change of +3 holders.
- The largest New Oriental buyer in Q3 2022 was FengHe Fund Management, an estimated $154M added.
- The largest New Oriental seller in Q3 2022 was Alkeon Capital Management, an estimated $79.6M sold.
Based on aggregated 13F filings for Q3 2022.