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New Oriental

134 hedge funds and large institutions have $2.46B invested in New Oriental in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

5% more funds holding

Funds holding: 128134 (+6)

1.28% less ownership

Funds ownership: 77.88%76.59% (-1.3%)

13% less capital invested

Capital invested by funds: $2.83B → $2.46B (-$375M)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $31.4M

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
34
Increased
38
Reduced
47
Closed
25
Calls
$15.4M
Puts
$31.4M
Net Calls
-$16M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$454M -$6.42M -295,540 -1%
O
2
OppenheimerFunds
New York
$431M +$7.71M +355,069 +2%
Fidelity International
3
Fidelity International
Bermuda
$274M -$7.06M -325,369 -2%
Dodge & Cox
4
Dodge & Cox
California
$133M +$54.4M +2,503,600 +63%
OH
5
Orbis Holdings
Bermuda
$123M +$45.9M +2,113,390 +54%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$97.9M +$13.3M +611,305 +15%
Wells Fargo
7
Wells Fargo
California
$97.4M -$8.98M -413,705 -8%
AIM
8
abrdn Investment Management
United Kingdom
$89.7M +$3.21M +147,758 +3%
Lazard Asset Management
9
Lazard Asset Management
New York
$64.4M -$15.5M -713,257 -18%
KM
10
Kylin Management
New York
$56.4M +$60M +2,763,714 New
SFM
11
Soros Fund Management
New York
$52.9M
Invesco
12
Invesco
Georgia
$37.9M +$14.9M +688,534 +59%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$36.9M +$28.7M +1,322,461 +272%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$35.8M +$547K +25,200 +1%
Goldman Sachs
15
Goldman Sachs
New York
$33.2M -$7.28M -335,200 -17%
PPA
16
Parametric Portfolio Associates
Washington
$28.3M +$30.9K +1,422 +0.1%
CAM
17
Coronation Asset Management
South Africa
$27.5M -$9.83M -452,756 -25%
Allianz Asset Management
18
Allianz Asset Management
Germany
$24.9M +$1.94M +89,466 +8%
TCA
19
Taconic Capital Advisors
New York
$22.5M
CCAM
20
Coupland Cardiff Asset Management
United Kingdom
$19.9M -$8.33M -383,474 -28%
MICM
21
Matthews International Capital Management
California
$15.7M -$2.02M -93,202 -11%
Macquarie Group
22
Macquarie Group
Australia
$15.6M +$15.6M +717,617 +1,512%
Two Sigma Investments
23
Two Sigma Investments
New York
$15.4M +$8.04M +370,092 +96%
AllianceBernstein
24
AllianceBernstein
Tennessee
$14.8M +$1.37M +63,294 +10%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$13.6M +$9.21M +424,200 +174%

EDU Hedge Fund Activity: Q4 2014 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2014, worth a combined $2.46B — down 13% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EDU positions and 25 closed out — a net gain of 9 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Kylin Management, opening a new position worth an estimated $60M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $85.4M sold.

  • 134 institutional investors held New Oriental (EDU) as of Q4 2014, up from 128 in Q3 2014.
  • Funds reported $2.46B of New Oriental stock for Q4 2014, down 13% quarter-over-quarter.
  • 34 funds opened new New Oriental positions in Q4 2014 and 25 closed out, a net change of +9 holders.
  • The largest New Oriental buyer in Q4 2014 was Kylin Management, an estimated $60M added.
  • The largest New Oriental seller in Q4 2014 was Turiya Advisors Asia, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2014.