New Oriental
183 hedge funds and large institutions have $2.35B invested in New Oriental in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 27 closing their positions.
119% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 27
50% more funds holding in top 10
Funds holding in top 10: 14 → 21 (+7)
23% more capital invested
Capital invested by funds: $1.92B → $2.35B (+$435M)
19% more funds holding
Funds holding: 154 → 183 (+29)
0.74% less ownership
Funds ownership: 4.71% → 3.98% (-0.74%)
25% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 60
57% less call options, than puts
Call options by funds: $129M | Put options by funds: $301M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$59.1M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$36.3M |
| 3 |
SVI
Strategic Vision Investment
Hong Kong
|
+$27.1M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$24.8M |
| 5 |
Two Sigma Investments
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$116M |
| 2 |
Morgan Stanley
New York
|
-$110M |
| 3 |
Goldman Sachs
New York
|
-$103M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$84.1M |
| 5 |
Alkeon Capital Management
New York
|
-$59.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UA
201
Unison Advisors
Washington,
District of Columbia
| – | -$431K | -18,000 | Closed |
|
|
BCM
202
Bluefin Capital Management
New York
| – | -$404K | -16,875 | Closed |
|
203
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$320K | -12,800 | Closed |
|
|
CHM
204
Collaborative Holdings Management
New York
| – | -$240K | -10,000 | Closed |
|
|
CMF
205
Counterpoint Mutual Funds
San Diego,
California
| – | -$110K | -4,577 | Closed |
|
|
JIR
206
James Investment Research
Alpha,
Ohio
| – | -$76K | -3,166 | Closed |
|
207
Royal London Asset Management
United Kingdom
| – | -$53K | -2,214 | Closed |
|
208
Belvedere Trading
Chicago,
Illinois
| – | -$40.1K | -1,418 | Closed |
|
|
DI
209
DUMAC Inc
Durham,
North Carolina
| – | -$34K | -1,400 | Closed |
|
|
EW
210
Evoke Wealth
Los Angeles,
California
| – | -$1K | -27 | Closed |
|
EDU Hedge Fund Activity: Q4 2022 in Review
183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2022, worth a combined $2.35B — up 23% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EDU positions and 27 closed out — a net gain of 32 holders — while 45 added to existing stakes and 60 trimmed.
The largest buyer was Bank of America, adding an estimated $59.1M. The largest seller was Vanguard Group, exiting entirely with an estimated $116M sold.
- 183 institutional investors held New Oriental (EDU) as of Q4 2022, up from 154 in Q3 2022.
- Funds reported $2.35B of New Oriental stock for Q4 2022, up 23% quarter-over-quarter.
- 59 funds opened new New Oriental positions in Q4 2022 and 27 closed out, a net change of +32 holders.
- The largest New Oriental buyer in Q4 2022 was Bank of America, an estimated $59.1M added.
- The largest New Oriental seller in Q4 2022 was Vanguard Group, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2022.