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New Oriental

216 hedge funds and large institutions have $4.28B invested in New Oriental in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $5.37M

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 66

11% more funds holding

Funds holding: 195216 (+21)

8% more capital invested

Capital invested by funds: $3.95B → $4.28B (+$335M)

1.38% less ownership

Funds ownership: 79.78%78.4% (-1.4%)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
5.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
51
Increased
80
Reduced
66
Closed
26
Calls
$37.3M
Puts
$5.37M
Net Calls
+$31.9M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$559M -$33.2M -1,063,771 -6%
Artisan Partners
2
Artisan Partners
Wisconsin
$484M +$13.3M +427,256 +3%
Fidelity International
3
Fidelity International
Bermuda
$390M -$64.2M -2,054,065 -15%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$324M +$145M +4,643,706 +106%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$266M -$64.7M -2,070,931 -21%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$206M -$16.7M -535,752 -8%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$204M +$66.9M +2,142,480 +57%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$175M +$148M +4,724,338 +1,397%
Franklin Resources
9
Franklin Resources
California
$158M -$14.2M -455,400 -9%
Wells Fargo
10
Wells Fargo
California
$129M -$11.2M -359,178 -9%
AllianceBernstein
11
AllianceBernstein
Tennessee
$80.9M +$42.7M +1,367,637 +141%
Lazard Asset Management
12
Lazard Asset Management
New York
$72.3M -$21.7M -694,098 -25%
Boston Partners
13
Boston Partners
Massachusetts
$41.5M -$48.5M -1,553,964 -56%
Allianz Asset Management
14
Allianz Asset Management
Germany
$40.9M +$6.15M +196,991 +20%
State Street
15
State Street
Massachusetts
$39.5M -$567K -18,161 -2%
GC
16
GMT Capital
Georgia
$38.8M -$4.23M -135,400 -11%
Invesco
17
Invesco
Georgia
$36.4M -$8.75M -280,246 -21%
CCM
18
Causeway Capital Management
California
$35.8M +$18.7M +598,300 +141%
RFC
19
Russell Frank Company
Washington
$34.4M +$9.73M +311,338 +46%
Prudential Financial
20
Prudential Financial
New Jersey
$33.3M +$9.71M +310,666 +48%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$32.9M +$7M +224,024 +31%
MAM
22
Myriad Asset Management
Hong Kong
$32.4M +$12.9M +413,150 +79%
BIT
23
BlackRock Institutional Trust
California
$32.1M -$15.1M -482,834 -34%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$31M +$6.19M +198,284 +28%
BFA
25
BlackRock Fund Advisors
California
$30.9M +$1.73M +55,257 +7%

EDU Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2016, worth a combined $4.28B — up 8.5% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EDU positions and 26 closed out — a net gain of 25 holders — while 80 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $148M. The largest seller was Dodge & Cox, exiting entirely with an estimated $236M sold.

  • 216 institutional investors held New Oriental (EDU) as of Q1 2016, up from 195 in Q4 2015.
  • Funds reported $4.28B of New Oriental stock for Q1 2016, up 8.5% quarter-over-quarter.
  • 51 funds opened new New Oriental positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest New Oriental buyer in Q1 2016 was Fidelity Investments, an estimated $148M added.
  • The largest New Oriental seller in Q1 2016 was Dodge & Cox, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2016.