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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$2.74M +$1.33M +11,155 +97%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$2.74M +$337K +2,815 +14%
Truist Financial
203
Truist Financial
North Carolina
$2.74M +$2.7M +22,591 New
UOC
204
UBS O'Connor
Illinois
$2.73M +$213K +1,785 +9%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$2.7M -$28.8K -241 -1%
MCM
206
Maytus Capital Management
New York
$2.55M +$2.51M +21,000 New
PP
207
Paloma Partners
Connecticut
$2.54M +$1.65M +13,837 +195%
DWA
208
Dorsey Wright & Associates
California
$2.5M -$1.74M -14,571 -41%
EGM
209
Engineers Gate Manager
New York
$2.46M +$1.92M +16,056 +377%
PFO
210
Pathstone Family Office
New Jersey
$2.42M
CCMU
211
Cheyne Capital Management (UK)
United Kingdom
$2.42M +$1.49M +12,500 +167%
WSCM
212
Wellington Shields Capital Management
New York
$2.4M +$120K +1,000 +5%
SCM
213
Stevens Capital Management
Pennsylvania
$2.39M +$2.36M +19,724 New
PCM
214
Prelude Capital Management
New York
$2.36M -$190K -1,590 -8%
BFM
215
Boothbay Fund Management
New York
$2.33M +$1.9M +15,873 +480%
Point72 Asset Management
216
Point72 Asset Management
Connecticut
$2.3M +$359K +3,002 +19%
AI
217
AIA International
Hong Kong
$2.28M +$454K +3,800 +25%
EOJOAM
218
E. Ohman J:or Asset Management
Sweden
$2.22M +$2.19M +18,300 New
RCG
219
Rock Creek Group
District of Columbia
$2.21M -$1.79M -15,000 -45%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$2.08M -$27.7K -232 -1%
OAM
221
Oxford Asset Management
United Kingdom
$2.03M +$2.01M +16,775 New
QIM
222
Quantitative Investment Management
Virginia
$1.95M +$1.92M +16,071 New
Walleye Trading
223
Walleye Trading
New York
$1.93M +$289K +2,416 +18%
GAM
224
GuardCap Asset Management
United Kingdom
$1.92M +$933K +7,800 +98%
OAM
225
Oberweis Asset Management
Illinois
$1.88M -$1.02M -8,500 -35%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.