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New Oriental

189 hedge funds and large institutions have $3.73B invested in New Oriental in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

45% more capital invested

Capital invested by funds: $2.57B → $3.73B (+$1.16B)

39% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $63.4M

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7% more funds holding

Funds holding: 177189 (+12)

0.11% less ownership

Funds ownership: 3.84%3.73% (-0.11%)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
189
Holders Change
+12
Holders Change %
+6.78%
% of All Funds
3%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
40
Increased
56
Reduced
65
Closed
27
Calls
$87.9M
Puts
$63.4M
Net Calls
+$24.4M
Net Calls Change
+$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
176
ORG Partners
Indiana
$4.63K -$2.73K -52 -40%
CAL
177
Capital Advisors Ltd
Ohio
$4K
FFA
178
Farther Finance Advisors
California
$3.69K +$157 +3 +5%
BIA
179
Bell Investment Advisors
California
$3.16K -$420 -8 -13%
BAM
180
Byrne Asset Management
New Jersey
$3K +$2.88K +55 New
JWM
181
Janiczek Wealth Management
Colorado
$2.87K
AF
182
Allworth Financial
California
$2.75K
AssetMark Inc
183
AssetMark Inc
California
$2.05K
VWM
184
Venturi Wealth Management
Texas
$1.76K +$944 +18 +150%
EWA
185
EverSource Wealth Advisors
Alabama
$1.58K -$1.52K -29 -52%
EARNEST Partners
186
EARNEST Partners
Georgia
$1.05K
PVH
187
Psagot Value Holdings
Israel
$1K +$734 +14 New
HCP
188
Hexagon Capital Partners
Arkansas
$644
AWM
189
Abound Wealth Management
Tennessee
$352
HNB
190
Huntington National Bank
Ohio
$1
AMH
191
Aspex Management (HK)
Hong Kong
-$27.9M -707,606 Closed
SLM
192
Snow Lake Management
California
-$1.97M -500,000 Closed
FFM
193
FengHe Fund Management
Singapore
-$19.4M -490,745 Closed
AIM
194
Alpine Investment Management
Hong Kong
-$17.9M -452,766 Closed
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
-$10.6M -248,678 Closed
AI
196
Ariel Investments
Illinois
-$8.56M -216,727 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
-$5.62M -142,427 Closed
OCM
198
Ovata Capital Management
Hong Kong
-$4.53M -115,326 Closed
TAMH
199
Taikang Asset Management (HK)
Hong Kong
-$24.8M -80,000 Closed
BA
200
Bridgewater Associates
Connecticut
-$1.44M -36,368 Closed