New Oriental
176 hedge funds and large institutions have $2.64B invested in New Oriental in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 37 closing their positions.
57% more call options, than puts
Call options by funds: $114M | Put options by funds: $72.4M
12% more capital invested
Capital invested by funds: $2.35B → $2.64B (+$282M)
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
0.06% more ownership
Funds ownership: 3.98% → 4.03% (+0.06%)
4% less funds holding
Funds holding: 183 → 176 (-7)
14% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 37
18% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
+$149M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 3 |
KI
Keystone Investors
Singapore
|
+$52.8M |
| 4 |
Goldman Sachs
New York
|
+$38.7M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
FengHe Fund Management
Singapore
|
-$117M |
| 2 |
SCM
Shah Capital Management
Raleigh,
North Carolina
|
-$38.7M |
| 3 |
Two Sigma Investments
New York
|
-$36.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$33.6M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$32.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
XT
201
XTX Topco
George Town,
Cayman Islands
| – | -$268K | -7,690 | Closed |
|
202
CIBC World Market
Toronto,
Ontario, Canada
| – | -$239K | -6,870 | Closed |
|
|
HF
203
HRT Financial
New York
| – | -$234K | -6,747 | Closed |
|
204
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$233K | -6,700 | Closed |
|
|
CG
205
Cutler Group
San Francisco,
California
| – | -$225K | -5,564 | Closed |
|
|
MTIM
206
Marathon Trading Investment Management
Radnor,
Pennsylvania
| – | -$155K | -4,462 | Closed |
|
207
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$59.2K | -1,700 | Closed |
|
|
SSG
208
Summit Securities Group
New York
| – | -$58K | -1,662 | Closed |
|
|
RBC
209
Romano Brothers & Co
Evanston,
Illinois
| – | -$17.4K | -500 | Closed |
|
|
N
210
Natixis
Paris,
France
| – | -$8.53K | -245 | Closed |
|
|
MCC
211
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$6.96K | -200 | Closed |
|
212
Rockefeller Capital Management
New York
| – | -$5K | -169 | Closed |
|
|
AAM
213
Advisors Asset Management
Monument,
Colorado
| – | -$5.05K | -145 | Closed |
|
EDU Hedge Fund Activity: Q1 2023 in Review
176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2023, worth a combined $2.64B — up 12% from $2.35B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of EDU and 32 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 53 added.
The largest buyer was Greenwoods Asset Management (HK), adding an estimated $149M. The largest seller was FengHe Fund Management, cutting an estimated $117M.
- 176 institutional investors held New Oriental (EDU) as of Q1 2023, down from 183 in Q4 2022.
- Funds reported $2.64B of New Oriental stock for Q1 2023, up 12% quarter-over-quarter.
- 32 funds opened new New Oriental positions in Q1 2023 and 37 closed out, a net change of -5 holders.
- The largest New Oriental buyer in Q1 2023 was Greenwoods Asset Management (HK), an estimated $149M added.
- The largest New Oriental seller in Q1 2023 was FengHe Fund Management, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2023.