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New Oriental

236 hedge funds and large institutions have $4.81B invested in New Oriental in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

59% more call options, than puts

Call options by funds: $130M | Put options by funds: $81.5M

29% more capital invested

Capital invested by funds: $3.73B → $4.81B (+$1.08B)

25% more funds holding

Funds holding: 189236 (+47)

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

0.23% more ownership

Funds ownership: 3.73%3.96% (+0.23%)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 90

Holders
236
Holders Change
+47
Holders Change %
+24.87%
% of All Funds
3.44%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
66
Increased
60
Reduced
90
Closed
17
Calls
$130M
Puts
$81.5M
Net Calls
+$48.2M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
201
Liontrust Investment Partners
United Kingdom
$147K +$139K +2,000 New
ACA
202
Atlas Capital Advisors
Wyoming
$128K
TRCT
203
Tower Research Capital (TRC)
New York
$121K -$170K -2,444 -60%
BTI
204
Blue Trust Inc
Georgia
$68K -$73.9K -1,065 -48%
SS
205
Sunbelt Securities
Texas
$59.1K -$3.33K -48 -6%
LC
206
Lindbrook Capital
California
$50K
AssetMark Inc
207
AssetMark Inc
California
$44.7K +$39.9K +575 +1,643%
ASN
208
Advisory Services Network
Georgia
$35.3K +$33.4K +482 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$32K -$3.26K -47 -10%
TPCW
210
TD Private Client Wealth
New York
$24.8K +$23.4K +338 New
GWS
211
Glassman Wealth Services
Virginia
$16.8K -$208 -3 -1%
HFM
212
Hartford Financial Management
Connecticut
$15.9K
TFGT
213
TS Financial Group (TSFG)
Illinois
$15K
HFS
214
Hantz Financial Services
Michigan
$14K
RS
215
Rakuten Securities
Japan
$8.43K +$7.98K +115 New
CFGS
216
Concourse Financial Group Securities
Alabama
$8.21K +$7.77K +112 New
PS
217
Principal Securities
Iowa
$5.64K +$5.34K +77 New
FFA
218
Farther Finance Advisors
California
$5.06K +$416 +6 +10%
CAL
219
Capital Advisors Ltd
Ohio
$5K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$4.4K -$11.8K -170 -74%
BAM
221
Byrne Asset Management
New Jersey
$3.94K
BIA
222
Bell Investment Advisors
California
$3.66K -$277 -4 -7%
JWM
223
Janiczek Wealth Management
Colorado
$3.59K
OP
224
ORG Partners
Indiana
$3.52K -$2.15K -31 -39%
AF
225
Allworth Financial
California
$3.44K