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New Oriental

295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

3.29% more ownership

Funds ownership: 77.09%80.38% (+3.3%)

1% more funds holding

Funds holding: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMA
201
Graticule Asia Macro Advisors
New York
$1.19M -$986K -11,110 -47%
NEI
202
Northwest & Ethical Investments
Ontario, Canada
$1.11M +$590K +6,649 +129%
Jane Street
203
Jane Street
New York
$1.11M -$2.15M -24,184 -67%
FA
204
FDx Advisors
Illinois
$946K +$29.5K +332 +3%
PA
205
Profund Advisors
Maryland
$889K -$470K -5,298 -36%
PAM
206
Panagora Asset Management
Massachusetts
$889K -$193K -2,177 -19%
WAM
207
World Asset Management
Michigan
$837K -$30.4K -342 -4%
CSS
208
Cubist Systematic Strategies
Connecticut
$820K -$2.82M -31,739 -78%
PPCM
209
Pillar Pacific Capital Management
California
$808K +$17.8K +200 +2%
SG Americas Securities
210
SG Americas Securities
New York
$798K -$5.03M -56,722 -87%
Franklin Resources
211
Franklin Resources
California
$790K +$14.7K +166 +2%
HI
212
Handelsinvest Investeringsforvaltning
Denmark
$752K
NMC
213
Nine Masts Capital
Hong Kong
$718K +$678K +7,643 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$701K +$4.08K +46 +0.6%
AL
215
AJO LP
Pennsylvania
$654K -$45.4K -512 -7%
PMG
216
ProVise Management Group
Florida
$635K -$130K -1,466 -18%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$622K +$146K +1,646 +33%
LPL Financial
218
LPL Financial
California
$581K +$269K +3,031 +96%
LMGAM
219
Liberty Mutual Group Asset Management
Massachusetts
$571K -$22.5K -253 -4%
VF
220
Virtu Financial
New York
$552K +$34.3K +387 +7%
MC
221
Martin Currie
United Kingdom
$536K +$44.4K +500 +10%
BTS
222
BB&T Securities
Virginia
$486K +$65.2K +735 +17%
RC
223
RBF Capital
California
$461K
TI
224
Trexquant Investment
Connecticut
$445K -$735K -8,282 -64%
AG
225
Advisor Group
Arizona
$424K +$197K +2,215 +97%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.

The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.

  • 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
  • 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
  • The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
  • The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2017.