New Oriental
126 hedge funds and large institutions have $2.47B invested in New Oriental in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 29 closing their positions.
109% more call options, than puts
Call options by funds: $52.6M | Put options by funds: $25.2M
2.65% more ownership
Funds ownership: 74.8% → 77.45% (+2.6%)
4% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 49
12% less funds holding
Funds holding: 143 → 126 (-17)
15% less capital invested
Capital invested by funds: $2.89B → $2.47B (-$422M)
55% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 29
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$162M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$108M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$52.2M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$21.1M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$56.4M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$53.7M |
| 3 |
KM
Kylin Management
New York
|
-$40.3M |
| 4 |
SFM
Soros Fund Management
New York
|
-$31.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.4M |
EDU Hedge Fund Activity: Q3 2015 in Review
126 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2015, worth a combined $2.47B — down 15% from $2.89B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of EDU and 13 opened new positions — a net loss of 16 holders — while 49 trimmed existing stakes and 47 added.
The largest buyer was Artisan Partners, adding an estimated $162M. The largest seller was Orbis Holdings, cutting an estimated $56.4M.
- 126 institutional investors held New Oriental (EDU) as of Q3 2015, down from 143 in Q2 2015.
- Funds reported $2.47B of New Oriental stock for Q3 2015, down 15% quarter-over-quarter.
- 13 funds opened new New Oriental positions in Q3 2015 and 29 closed out, a net change of -16 holders.
- The largest New Oriental buyer in Q3 2015 was Artisan Partners, an estimated $162M added.
- The largest New Oriental seller in Q3 2015 was Orbis Holdings, an estimated $56.4M sold.
Based on aggregated 13F filings for Q3 2015.