New Oriental
252 hedge funds and large institutions have $5.67B invested in New Oriental in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 79 reducing their positions, and 21 closing their positions.
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
33% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 79
7% more capital invested
Capital invested by funds: $5.28B → $5.67B (+$396M)
5% more funds holding
Funds holding: 240 → 252 (+12)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
5% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $16.6M
2.21% less ownership
Funds ownership: 79.86% → 77.64% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$225M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$100M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$69.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.8M |
| 5 |
Renaissance Technologies
New York
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$287M |
| 2 |
O
OppenheimerFunds
New York
|
-$169M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$147M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.5M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$66.2M |
EDU Hedge Fund Activity: Q3 2016 in Review
252 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2016, worth a combined $5.67B — up 7.5% from $5.28B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EDU positions and 21 closed out — a net gain of 17 holders — while 105 added to existing stakes and 79 trimmed.
The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $225M. The largest seller was Artisan Partners, exiting entirely with an estimated $287M sold.
- 252 institutional investors held New Oriental (EDU) as of Q3 2016, up from 240 in Q2 2016.
- Funds reported $5.67B of New Oriental stock for Q3 2016, up 7.5% quarter-over-quarter.
- 38 funds opened new New Oriental positions in Q3 2016 and 21 closed out, a net change of +17 holders.
- The largest New Oriental buyer in Q3 2016 was Vontobel Asset Management, an estimated $225M added.
- The largest New Oriental seller in Q3 2016 was Artisan Partners, an estimated $287M sold.
Based on aggregated 13F filings for Q3 2016.