New Oriental
142 hedge funds and large institutions have $3.58B invested in New Oriental in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 47 reducing their positions, and 27 closing their positions.
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
4% more funds holding
Funds holding: 136 → 142 (+6)
1.28% more ownership
Funds ownership: 74.2% → 75.49% (+1.3%)
2% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 47
3% less capital invested
Capital invested by funds: $3.7B → $3.58B (-$118M)
19% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $26.3M
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$136M |
| 2 |
Lazard Asset Management
New York
|
+$52.8M |
| 3 |
AWG
Alpha Wave Global
New York
|
+$52M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$51.7M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$168M |
| 2 |
O
OppenheimerFunds
New York
|
-$84.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$74M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$61.3M |
| 5 |
CAM
Coronation Asset Management
Cape Town,
South Africa
|
-$47.5M |
EDU Hedge Fund Activity: Q1 2014 in Review
142 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2014, worth a combined $3.58B — down 3.2% from $3.7B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EDU positions and 27 closed out — a net gain of 7 holders — while 48 added to existing stakes and 47 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $168M.
- 142 institutional investors held New Oriental (EDU) as of Q1 2014, up from 136 in Q4 2013.
- Funds reported $3.58B of New Oriental stock for Q1 2014, down 3.2% quarter-over-quarter.
- 34 funds opened new New Oriental positions in Q1 2014 and 27 closed out, a net change of +7 holders.
- The largest New Oriental buyer in Q1 2014 was Acadian Asset Management, an estimated $136M added.
- The largest New Oriental seller in Q1 2014 was Fidelity Investments, an estimated $168M sold.
Based on aggregated 13F filings for Q1 2014.