We are live on ! Find out more
EDU icon

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, 95 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $14.5M

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

42% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 67

23% more capital invested

Capital invested by funds: $4.28B → $5.28B (+$994M)

11% more funds holding

Funds holding: 216240 (+24)

1.46% more ownership

Funds ownership: 78.4%79.86% (+1.5%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
6.41%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
59
Increased
95
Reduced
67
Closed
32
Calls
$40.6M
Puts
$14.5M
Net Calls
+$26.1M
Net Calls Change
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$627M -$46.6M -1,179,671 -7%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$427M +$46.2M +1,170,618 +13%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$356M +$31.9M +806,890 +10%
Fidelity International
4
Fidelity International
Bermuda
$338M -$126M -3,203,056 -28%
Artisan Partners
5
Artisan Partners
Wisconsin
$287M -$282M -7,138,795 -51%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$265M +$49.5M +1,254,026 +25%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$245M -$4.93M -124,832 -2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$243M -$3.19M -80,767 -1%
Wells Fargo
9
Wells Fargo
California
$150M -$5.54M -140,471 -4%
Franklin Resources
10
Franklin Resources
California
$148M -$41M -1,038,600 -23%
AllianceBernstein
11
AllianceBernstein
Tennessee
$144M +$43M +1,088,356 +47%
State Street
12
State Street
Massachusetts
$82.8M +$32.9M +834,267 +73%
BFA
13
BlackRock Fund Advisors
California
$74.9M +$35.3M +893,605 +100%
BIT
14
BlackRock Institutional Trust
California
$71M +$30.3M +767,447 +83%
Lazard Asset Management
15
Lazard Asset Management
New York
$68.6M -$17.8M -451,753 -22%
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$67.4M +$63.5M +1,609,176 New
BG
17
BlackRock Group
United Kingdom
$66M +$28.9M +732,665 +87%
Goldman Sachs
18
Goldman Sachs
New York
$57.3M +$29M +735,376 +116%
Deutsche Bank
19
Deutsche Bank
Germany
$54.5M +$27.4M +693,713 +114%
EA
20
Emerald Acquisition
Washington
$52.4M +$49.4M +1,250,733 New
CCM
21
Causeway Capital Management
California
$51.9M +$8.12M +205,800 +20%
Principal Financial Group
22
Principal Financial Group
Iowa
$47.9M +$23.8M +602,992 +111%
Allianz Asset Management
23
Allianz Asset Management
Germany
$47.9M -$1.49M -37,862 -3%
GC
24
GMT Capital
Georgia
$44.8M -$2.01M -51,000 -5%
Morgan Stanley
25
Morgan Stanley
New York
$44.8M +$34.1M +863,217 +420%