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New Oriental

204 hedge funds and large institutions have $4.14B invested in New Oriental in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $35.9M

0.04% less ownership

Funds ownership: 3.97%3.94% (-0.04%)

5% less funds holding

Funds holding: 215204 (-11)

16% less capital invested

Capital invested by funds: $4.93B → $4.14B (-$790M)

17% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 54

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

31% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 78

Holders
204
Holders Change
-11
Holders Change %
-5.12%
% of All Funds
2.69%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.25%
New
45
Increased
54
Reduced
78
Closed
54
Calls
$47.4M
Puts
$35.9M
Net Calls
+$11.5M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$9K
BAM
177
Byrne Asset Management
New Jersey
$8.47K +$1.6K +25 +23%
FFA
178
Farther Finance Advisors
California
$7.32K +$1.86K +29 +34%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.58K +$5.58K +87 New
CTC
180
Central Trust Company
Missouri
$5.07K +$5.06K +79 New
CFFP
181
Center for Financial Planning
Michigan
$4.04K +$4.04K +63 New
CAL
182
Capital Advisors Ltd
Ohio
$4K
BIA
183
Bell Investment Advisors
California
$3.79K +$577 +9 +18%
AssetMark Inc
184
AssetMark Inc
California
$2.95K +$705 +11 +31%
CYG
185
Clean Yield Group
Vermont
$2.31K
BIG
186
Brooklyn Investment Group
New York
$2.25K +$2.24K +35 New
AF
187
Allworth Financial
California
$2.17K
SPIA
188
Steward Partners Investment Advisory
New York
$2.12K +$2.12K +33 New
PS
189
Principal Securities
Iowa
$1.86K +$961 +15 +107%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$1.6K +$1.6K +25 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.28K -$5.19K -81 -80%
VWM
192
Venturi Wealth Management
Texas
$1.22K +$1.22K +19 New
GSWM
193
Golden State Wealth Management
California
$1.03K +$1.02K +16 New
SO
194
Sierra Ocean
California
$1.03K +$1.02K +16 New
CA
195
Continuum Advisory
Idaho
$963
GI
196
GAMMA Investing
California
$770
NA
197
NewEdge Advisors
Louisiana
$578 -$2.18K -34 -79%
Russell Investments Group
198
Russell Investments Group
United Kingdom
$449 -$117K -1,830 -100%
HWP
199
Highline Wealth Partners
California
$321 -$705 -11 -69%
AF
200
Advisornet Financial
Minnesota
$257

EDU Hedge Fund Activity: Q4 2024 in Review

204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2024, worth a combined $4.14B — down 16% from $4.93B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of EDU and 45 opened new positions — a net loss of 9 holders — while 78 trimmed existing stakes and 54 added.

The largest buyer was Aspex Management (HK), adding an estimated $173M. The largest seller was Trivest Advisors, exiting entirely with an estimated $132M sold.

  • 204 institutional investors held New Oriental (EDU) as of Q4 2024, down from 215 in Q3 2024.
  • Funds reported $4.14B of New Oriental stock for Q4 2024, down 16% quarter-over-quarter.
  • 45 funds opened new New Oriental positions in Q4 2024 and 54 closed out, a net change of -9 holders.
  • The largest New Oriental buyer in Q4 2024 was Aspex Management (HK), an estimated $173M added.
  • The largest New Oriental seller in Q4 2024 was Trivest Advisors, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.