New Oriental
240 hedge funds and large institutions have $5.28B invested in New Oriental in 2016 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 94 increasing their positions, 68 reducing their positions, and 32 closing their positions.
180% more call options, than puts
Call options by funds: $40.6M | Put options by funds: $14.5M
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
84% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 32
38% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 68
23% more capital invested
Capital invested by funds: $4.29B → $5.28B (+$986M)
11% more funds holding
Funds holding: 216 → 240 (+24)
1.46% more ownership
Funds ownership: 78.4% → 79.86% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$63.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$46.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$43M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$282M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$126M |
| 3 |
O
OppenheimerFunds
New York
|
-$46.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$41M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$40.3M |
EDU Hedge Fund Activity: Q2 2016 in Review
240 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2016, worth a combined $5.28B — up 23% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new EDU positions and 32 closed out — a net gain of 27 holders — while 94 added to existing stakes and 68 trimmed.
The largest buyer was Ninety One (UK), opening a new position worth an estimated $63.5M. The largest seller was Artisan Partners, cutting an estimated $282M.
- 240 institutional investors held New Oriental (EDU) as of Q2 2016, up from 216 in Q1 2016.
- Funds reported $5.28B of New Oriental stock for Q2 2016, up 23% quarter-over-quarter.
- 59 funds opened new New Oriental positions in Q2 2016 and 32 closed out, a net change of +27 holders.
- The largest New Oriental buyer in Q2 2016 was Ninety One (UK), an estimated $63.5M added.
- The largest New Oriental seller in Q2 2016 was Artisan Partners, an estimated $282M sold.
Based on aggregated 13F filings for Q2 2016.