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New Oriental

142 hedge funds and large institutions have $3.5B 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.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

4% more funds holding

Funds holding: 136142 (+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

5% less capital invested

Capital invested by funds: $3.7B → $3.5B (-$197M)

21% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $26.3M

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
34
Increased
48
Reduced
47
Closed
27
Calls
$20.9M
Puts
$26.3M
Net Calls
-$5.43M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$679M +$47.6M +1,582,472 +7%
O
2
OppenheimerFunds
New York
$563M -$84.3M -2,803,635 -13%
Fidelity International
3
Fidelity International
Bermuda
$394M -$74M -2,462,765 -16%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$185M +$136M +4,540,060 +257%
Wells Fargo
5
Wells Fargo
California
$142M -$9.49M -315,770 -6%
BCPEM
6
Bain Capital Public Equity Management
Massachusetts
$117M -$61.3M -2,037,806 -34%
TAA
7
Turiya Advisors Asia
Hong Kong
$108M +$7.16M +238,213 +7%
Lazard Asset Management
8
Lazard Asset Management
New York
$90.3M +$52.8M +1,757,422 +133%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$66.3M +$8.71M +289,810 +15%
FCM
10
Farallon Capital Management
California
$65.2M +$51.7M +1,721,489 +344%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$55.4M -$9.22M -306,700 -14%
AIM
12
abrdn Investment Management
United Kingdom
$52.5M +$9.53M +317,079 +22%
AI
13
Axiom Investors
Connecticut
$51.8M +$32M +1,066,200 +153%
AWG
14
Alpha Wave Global
New York
$50.8M +$52M +1,729,404 New
Allianz Asset Management
15
Allianz Asset Management
Germany
$50.5M +$1.61M +53,590 +3%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$50.3M +$51.5M +1,713,118 New
CCAM
17
Coupland Cardiff Asset Management
United Kingdom
$45.7M +$17.4M +579,000 +59%
CII
18
Capital International Inc
California
$45.3M +$102K +3,400 +0.2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$44.7M +$3.05M +101,500 +7%
PPA
20
Parametric Portfolio Associates
Washington
$40.7M +$612K +20,350 +1%
UBS AM
21
UBS AM
Illinois
$33.7M +$7.5M +249,600 +28%
SPC
22
Standard Pacific Capital
California
$30.1M +$11.3M +376,895 +58%
Goldman Sachs
23
Goldman Sachs
New York
$29.9M +$28.7M +954,946 +1,514%
RFC
24
Russell Frank Company
Washington
$26.7M +$2.95M +98,285 +10%
DCM
25
Driehaus Capital Management
Illinois
$22.7M -$8.97M -298,588 -28%