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New Oriental

232 hedge funds and large institutions have $4.8B invested in New Oriental in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 60 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+45
Holders Change %
+24.06%
% of All Funds
3.4%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
64
Increased
60
Reduced
88
Closed
17
Calls
$130M
Puts
$81.5M
Net Calls
+$48.2M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
201
Sunbelt Securities
Texas
$59.1K -$3.52K -48 -6%
LC
202
Lindbrook Capital
California
$50.1K
AssetMark Inc
203
AssetMark Inc
California
$44.7K +$42.1K +575 +1,643%
ASN
204
Advisory Services Network
Georgia
$35.3K +$35.3K +482 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$32K -$3.48K -47 -10%
TPCW
206
TD Private Client Wealth
New York
$24.8K +$24.8K +338 New
GWS
207
Glassman Wealth Services
Virginia
$16.8K -$220 -3 -1%
HFM
208
Hartford Financial Management
Connecticut
$15.9K
TFGT
209
TS Financial Group (TSFG)
Illinois
$15K
HFS
210
Hantz Financial Services
Michigan
$14K
RS
211
Rakuten Securities
Japan
$8.43K +$8.43K +115 New
CFGS
212
Concourse Financial Group Securities
Alabama
$8.21K +$8.21K +112 New
PS
213
Principal Securities
Iowa
$5.64K +$5.64K +77 New
FFA
214
Farther Finance Advisors
California
$5.06K +$440 +6 +10%
CAL
215
Capital Advisors Ltd
Ohio
$5K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$4.4K -$12.5K -170 -74%
BAM
217
Byrne Asset Management
New Jersey
$3.95K
BIA
218
Bell Investment Advisors
California
$3.66K -$293 -4 -7%
JWM
219
Janiczek Wealth Management
Colorado
$3.59K
OP
220
ORG Partners
Indiana
$3.52K -$2.27K -31 -39%
AF
221
Allworth Financial
California
$3.45K
EWA
222
EverSource Wealth Advisors
Alabama
$1.98K
BBHC
223
Brown Brothers Harriman & Co
New York
$1.25K +$1.25K +17 New
GRP
224
Global Retirement Partners
California
$1.14K +$1.14K +15 New
FHA
225
First Horizon Advisors
Tennessee
$1.1K +$1.1K +15 New