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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
201
Bogle Investment Management
Massachusetts
$1.18M -$11.9M -146,220 -92%
TI
202
Trexquant Investment
Connecticut
$1.15M +$702K +8,618 +196%
LFAS
203
Level Four Advisory Services
Texas
$1.1M +$303K +3,719 +42%
Wolverine Trading
204
Wolverine Trading
Illinois
$1.1M -$105K -1,287 -9%
PAM
205
Panagora Asset Management
Massachusetts
$1.03M -$148K -1,812 -13%
KCM
206
Keywise Capital Management
Cayman Islands
$927K -$171K -2,100 -17%
FG
207
Formula Growth
Quebec, Canada
$927K +$856K +10,500 New
US Bancorp
208
US Bancorp
Minnesota
$903K +$94.6K +1,161 +13%
VAM
209
Veritas Asset Management
United Kingdom
$883K +$815K +10,000 New
SGAM
210
Smith Group Asset Management
Texas
$865K
MWNA
211
Marshall Wace North America
New York
$860K -$6.97M -85,580 -90%
FA
212
FDx Advisors
Illinois
$859K -$443K -5,435 -36%
TD Asset Management
213
TD Asset Management
Ontario, Canada
$854K
NIT
214
NumerixS Investment Technologies
British Columbia, Canada
$829K -$241K -2,956 -24%
WAM
215
World Asset Management
Michigan
$816K -$1.79K -22 -0.2%
PPCM
216
Pillar Pacific Capital Management
California
$741K -$1.63K -20 -0.2%
PMG
217
ProVise Management Group
Florida
$725K -$87.2K -1,070 -12%
Franklin Resources
218
Franklin Resources
California
$725K +$81.5K +1,000 +14%
Comerica Bank
219
Comerica Bank
Texas
$718K -$326 -4 -0%
HI
220
Handelsinvest Investeringsforvaltning
Denmark
$706K
AL
221
AJO LP
Pennsylvania
$659K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$654K -$204K -2,502 -25%
TRCT
223
Tower Research Capital (TRC)
New York
$634K +$413K +5,065 +239%
HighTower Advisors
224
HighTower Advisors
Illinois
$633K +$582K +7,139 New
QT
225
Quantbot Technologies
New York
$571K -$928K -11,382 -64%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.