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New Oriental

195 hedge funds and large institutions have $3.95B invested in New Oriental in 2015 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more capital invested

Capital invested by funds: $2.47B → $3.95B (+$1.48B)

55% more funds holding

Funds holding: 126195 (+69)

29% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $35.7M

2.32% more ownership

Funds ownership: 77.45%79.78% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
195
Holders Change
+69
Holders Change %
+54.76%
% of All Funds
5.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
84
Increased
50
Reduced
50
Closed
14
Calls
$46.1M
Puts
$35.7M
Net Calls
+$10.4M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$540M -$11.5M -409,270 -2%
Artisan Partners
2
Artisan Partners
Wisconsin
$426M -$2.38M -84,680 -0.6%
Fidelity International
3
Fidelity International
Bermuda
$418M +$1.62M +57,502 +0.4%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$306M -$17.5M -621,812 -6%
Dodge & Cox
5
Dodge & Cox
California
$236M -$109M -3,867,829 -34%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$204M -$46.5M -1,652,028 -20%
Franklin Resources
7
Franklin Resources
California
$158M -$315K -11,200 -0.2%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$137M +$50.4M +1,788,518 +69%
Wells Fargo
9
Wells Fargo
California
$128M -$17.2M -611,729 -13%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$118M +$105M +3,720,128 +13,828%
Lazard Asset Management
11
Lazard Asset Management
New York
$87.3M -$45.1M -1,602,450 -37%
Boston Partners
12
Boston Partners
Massachusetts
$86.4M +$4.27M +151,546 +6%
BIT
13
BlackRock Institutional Trust
California
$44.2M +$39.7M +1,409,810 New
Invesco
14
Invesco
Georgia
$41.8M -$1.58M -56,159 -4%
CAM
15
Coronation Asset Management
South Africa
$41.1M -$2.81M -99,803 -7%
GC
16
GMT Capital
Georgia
$39.4M +$5.12M +182,000 +17%
OH
17
Orbis Holdings
Bermuda
$38.7M -$3.88M -137,825 -10%
State Street
18
State Street
Massachusetts
$36.4M +$27.4M +972,105 +518%
Allianz Asset Management
19
Allianz Asset Management
Germany
$31M +$8.23M +292,442 +42%
AL
20
AJO LP
Pennsylvania
$30.6M +$27.5M +975,842 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$30.5M +$2.08M +73,830 +8%
BFA
22
BlackRock Fund Advisors
California
$26.3M +$23.6M +839,291 New
HIM
23
Hermes Investment Management
United Kingdom
$26.3M +$23.6M +837,732 New
BG
24
BlackRock Group
United Kingdom
$25.9M +$22.6M +803,901 +3,902%
SI
25
Sensato Investors
California
$24.5M -$2.88M -102,339 -12%

EDU Hedge Fund Activity: Q4 2015 in Review

195 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2015, worth a combined $3.95B — up 60% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EDU positions and 14 closed out — a net gain of 70 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $105M. The largest seller was Dodge & Cox, cutting an estimated $109M.

  • 195 institutional investors held New Oriental (EDU) as of Q4 2015, up from 126 in Q3 2015.
  • Funds reported $3.95B of New Oriental stock for Q4 2015, up 60% quarter-over-quarter.
  • 84 funds opened new New Oriental positions in Q4 2015 and 14 closed out, a net change of +70 holders.
  • The largest New Oriental buyer in Q4 2015 was Acadian Asset Management, an estimated $105M added.
  • The largest New Oriental seller in Q4 2015 was Dodge & Cox, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2015.