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New Oriental

236 hedge funds and large institutions have $4.81B invested in New Oriental in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

59% more call options, than puts

Call options by funds: $130M | Put options by funds: $81.5M

29% more capital invested

Capital invested by funds: $3.73B → $4.81B (+$1.08B)

25% more funds holding

Funds holding: 189236 (+47)

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

0.23% more ownership

Funds ownership: 3.73%3.96% (+0.23%)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

Holders
236
Holders Change
+47
Holders Change %
+24.87%
% of All Funds
3.44%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
66
Increased
60
Reduced
90
Closed
17
Calls
$130M
Puts
$81.5M
Net Calls
+$48.2M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
176
ABN AMRO Investment Solutions
$330K +$312K +4,500 New
NA
177
NewEdge Advisors
Louisiana
$325K -$199K -2,875 -39%
JIP
178
Jaffetilchin Investment Partners
Florida
$318K +$3.61K +52 +1%
BHPW
179
Beverly Hills Private Wealth
California
$296K -$11.1K -160 -4%
VPIM
180
Vanguard Personalized Indexing Management
California
$285K -$174K -2,507 -39%
QCM
181
QRG Capital Management
Illinois
$271K +$256K +3,696 New
QCG
182
Quadrant Capital Group
Ohio
$270K +$6.11K +88 +2%
CA
183
Claro Advisors
Massachusetts
$264K +$5.41K +78 +2%
IUHSA
184
Itau Unibanco Holding S.A.
Brazil
$262K -$411K -5,920 -62%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$250K -$19.7K -284 -8%
PCS
186
Personal CFO Solutions
New Jersey
$241K -$9.37K -135 -4%
PAM
187
Panagora Asset Management
Massachusetts
$240K +$227K +3,275 New
JF
188
Jump Financial
Illinois
$235K +$222K +3,201 New
QCM
189
Quantinno Capital Management
New York
$232K +$220K +3,167 New
AFS
190
AFG Fiduciary Services
Massachusetts
$227K -$34.7K -500 -14%
N
191
Natixis
France
$220K
Creative Planning
192
Creative Planning
Kansas
$218K +$207K +2,977 New
CAM
193
Cresset Asset Management
Illinois
$218K +$206K +2,975 New
Corient Private Wealth
194
Corient Private Wealth
Florida
$211K +$200K +2,884 New
AFG
195
Atomi Financial Group
New York
$210K +$199K +2,872 New
S
196
SignatureFD
Georgia
$199K -$7.56K -109 -4%
PA
197
Parallel Advisors
California
$186K -$971 -14 -0.5%
LSA
198
Leonteq Securities AG
Switzerland
$170K -$57.6K -831 -26%
Walleye Trading
199
Walleye Trading
New York
$164K +$155K +2,240 New
BCV
200
Banque Cantonale Vaudoise
Switzerland
$151K -$14.5K -209 -9%