We are live on ! Find out more
EDU icon

New Oriental

143 hedge funds and large institutions have $2.88B invested in New Oriental in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 12

125% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $31.8M

29% more funds holding

Funds holding: 111143 (+32)

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

9% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$229M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.83% less ownership

Funds ownership: 75.64%74.8% (-0.83%)

Holders
143
Holders Change
+32
Holders Change %
+28.83%
% of All Funds
3.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
45
Reduced
38
Closed
12
Calls
$71.6M
Puts
$31.8M
Net Calls
+$39.8M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$429M -$101M -4,090,867 -19%
Fidelity International
2
Fidelity International
Bermuda
$387M +$56.7M +2,288,782 +17%
Dodge & Cox
3
Dodge & Cox
California
$255M +$2.95M +118,900 +1%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$255M -$294M -11,858,809 -53%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$195M +$58.8M +2,371,243 +43%
Artisan Partners
6
Artisan Partners
Wisconsin
$149M +$124M +5,003,106 +473%
Wells Fargo
7
Wells Fargo
California
$121M -$8.76M -353,597 -7%
Lazard Asset Management
8
Lazard Asset Management
New York
$108M +$33.8M +1,364,713 +45%
OH
9
Orbis Holdings
Bermuda
$98.1M -$44.3M -1,785,751 -31%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$91.8M +$92.8M +3,743,601 New
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$61.8M +$63.3M +2,555,367 +5,808%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$46.4M -$671K -27,070 -1%
KM
13
Kylin Management
New York
$40.3M -$80.3M -3,241,216 -66%
Invesco
14
Invesco
Georgia
$39.4M -$3.46M -139,578 -8%
CAM
15
Coronation Asset Management
South Africa
$32.3M -$10.6M -429,306 -25%
SFM
16
Soros Fund Management
New York
$31.7M -$33.5M -1,351,651 -51%
SI
17
Sensato Investors
California
$27.4M +$4.34M +175,200 +19%
GC
18
GMT Capital
Georgia
$25.8M +$14.3M +577,500 +122%
CS
19
Credit Suisse
Switzerland
$22.4M +$142K +5,735 +0.6%
AllianceBernstein
20
AllianceBernstein
Tennessee
$22M
DCM
21
Discovery Capital Management
Connecticut
$21.7M +$22M +886,700 New
Two Sigma Investments
22
Two Sigma Investments
New York
$21.5M +$5.46M +220,319 +34%
PPA
23
Parametric Portfolio Associates
Washington
$21.3M -$13M -525,040 -38%
MICM
24
Matthews International Capital Management
California
$20.8M +$1.96M +78,900 +10%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$20.5M +$1.45M +58,600 +8%

EDU Hedge Fund Activity: Q2 2015 in Review

143 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2015, worth a combined $2.88B — up 8.6% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EDU positions and 12 closed out — a net gain of 33 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Artisan Partners, adding an estimated $124M. The largest seller was Baillie Gifford & Co, cutting an estimated $294M.

  • 143 institutional investors held New Oriental (EDU) as of Q2 2015, up from 111 in Q1 2015.
  • Funds reported $2.88B of New Oriental stock for Q2 2015, up 8.6% quarter-over-quarter.
  • 45 funds opened new New Oriental positions in Q2 2015 and 12 closed out, a net change of +33 holders.
  • The largest New Oriental buyer in Q2 2015 was Artisan Partners, an estimated $124M added.
  • The largest New Oriental seller in Q2 2015 was Baillie Gifford & Co, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2015.