New Oriental
177 hedge funds and large institutions have $2.57B invested in New Oriental in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 31 closing their positions.
51% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $37.4M
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
1% more funds holding
Funds holding: 176 → 177 (+1)
0.19% less ownership
Funds ownership: 4.03% → 3.84% (-0.19%)
3% less capital invested
Capital invested by funds: $2.64B → $2.57B (-$67M)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
12% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$133M |
| 2 |
Alkeon Capital Management
New York
|
+$121M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$38.7M |
| 4 |
WAM
WT Asset Management
Hong Kong
|
+$36.8M |
| 5 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
FengHe Fund Management
Singapore
|
-$93.3M |
| 2 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
-$90.8M |
| 3 |
Goldman Sachs
New York
|
-$55.9M |
| 4 |
BG
Baupost Group
Boston,
Massachusetts
|
-$52M |
| 5 |
TC
Tairen Capital
Hong Kong
|
-$38.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
201
Edgestream Partners
Princeton,
New Jersey
| – | -$210K | -5,429 | Closed |
|
|
WS
202
Wedbush Securities
Los Angeles,
California
| – | -$205K | -5,316 | Closed |
|
203
Citadel Advisors
Miami,
Florida
| – | -$187K | -4,671 | Closed |
|
|
JIR
204
James Investment Research
Alpha,
Ohio
| – | -$64K | -1,654 | Closed |
|
|
ASN
205
Advisory Services Network
Atlanta,
Georgia
| – | -$25.1K | -650 | Closed |
|
|
SAM
206
Shell Asset Management
The Hague,
Netherlands
| – | -$7K | -180 | Closed |
|
|
MC
207
Moors & Cabot
Boston,
Massachusetts
| – | -$1.93K | -50 | Closed |
|
|
WWP
208
WR Wealth Planners
Columbia,
Missouri
| – | -$116 | -3 | Closed |
|
EDU Hedge Fund Activity: Q2 2023 in Review
177 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2023, worth a combined $2.57B — down 2.5% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EDU positions and 31 closed out — a net gain of 1 holder — while 53 added to existing stakes and 60 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $133M. The largest seller was FengHe Fund Management, cutting an estimated $93.3M.
- 177 institutional investors held New Oriental (EDU) as of Q2 2023, up from 176 in Q1 2023.
- Funds reported $2.57B of New Oriental stock for Q2 2023, down 2.5% quarter-over-quarter.
- 32 funds opened new New Oriental positions in Q2 2023 and 31 closed out, a net change of +1 holder.
- The largest New Oriental buyer in Q2 2023 was Schroder Investment Management Group, an estimated $133M added.
- The largest New Oriental seller in Q2 2023 was FengHe Fund Management, an estimated $93.3M sold.
Based on aggregated 13F filings for Q2 2023.