New Oriental
303 hedge funds and large institutions have $10.9B invested in New Oriental in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 38 closing their positions.
136% more call options, than puts
Call options by funds: $508M | Put options by funds: $216M
56% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 84
29% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 38
3% more funds holding
Funds holding: 295 → 303 (+8)
1.57% less ownership
Funds ownership: 80.38% → 78.81% (-1.6%)
9% less capital invested
Capital invested by funds: $11.9B → $10.9B (-$1.02B)
31% less funds holding in top 10
Funds holding in top 10: 29 → 20 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$342M |
| 2 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
+$91.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.4M |
| 4 |
NCA
Newbrook Capital Advisors
New York
|
+$75.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$486M |
| 2 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
-$156M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$97.2M |
| 4 |
KM
Kylin Management
New York
|
-$95.8M |
| 5 |
Lazard Asset Management
New York
|
-$89.4M |
EDU Hedge Fund Activity: Q1 2018 in Review
303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2018, worth a combined $10.9B — down 8.6% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EDU positions and 38 closed out — a net gain of 11 holders — while 131 added to existing stakes and 84 trimmed.
The largest buyer was Davis Selected Advisers, adding an estimated $342M. The largest seller was Schroder Investment Management Group, cutting an estimated $486M.
- 303 institutional investors held New Oriental (EDU) as of Q1 2018, up from 295 in Q4 2017.
- Funds reported $10.9B of New Oriental stock for Q1 2018, down 8.6% quarter-over-quarter.
- 49 funds opened new New Oriental positions in Q1 2018 and 38 closed out, a net change of +11 holders.
- The largest New Oriental buyer in Q1 2018 was Davis Selected Advisers, an estimated $342M added.
- The largest New Oriental seller in Q1 2018 was Schroder Investment Management Group, an estimated $486M sold.
Based on aggregated 13F filings for Q1 2018.