New Oriental
216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.
595% more call options, than puts
Call options by funds: $37.3M | Put options by funds: $5.37M
96% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 26
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
21% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 66
11% more funds holding
Funds holding: 195 → 216 (+21)
8% more capital invested
Capital invested by funds: $3.95B → $4.28B (+$335M)
1.38% less ownership
Funds ownership: 79.78% → 78.4% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$148M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$145M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$66.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$42.7M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$236M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$64.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$64.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$48.5M |
| 5 |
O
OppenheimerFunds
New York
|
-$33.2M |
EDU Hedge Fund Activity: Q1 2016 in Review
216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.
- 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
- Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
- 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
- The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
- The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.
Based on aggregated 13F filings for Q1 2016.