New Oriental
251 hedge funds and large institutions have $7.21B invested in New Oriental in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 94 reducing their positions, and 29 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
41% more capital invested
Capital invested by funds: $5.1B → $7.21B (+$2.11B)
34% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 29
20% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $12.1M
0% more funds holding
Funds holding: 250 → 251 (+1)
0.98% less ownership
Funds ownership: 76.91% → 75.93% (-0.98%)
17% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$313M |
| 2 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
+$98.8M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$75M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$48.2M |
| 5 |
Tiger Global Management
New York
|
+$43.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$98.1M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$72.5M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$63.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$38.4M |
EDU Hedge Fund Activity: Q1 2017 in Review
251 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2017, worth a combined $7.21B — up 41% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EDU positions and 29 closed out — a net gain of 10 holders — while 78 added to existing stakes and 94 trimmed.
The largest buyer was BlackRock, adding an estimated $313M. The largest seller was Fidelity Investments, cutting an estimated $99.1M.
- 251 institutional investors held New Oriental (EDU) as of Q1 2017, up from 250 in Q4 2016.
- Funds reported $7.21B of New Oriental stock for Q1 2017, up 41% quarter-over-quarter.
- 39 funds opened new New Oriental positions in Q1 2017 and 29 closed out, a net change of +10 holders.
- The largest New Oriental buyer in Q1 2017 was BlackRock, an estimated $313M added.
- The largest New Oriental seller in Q1 2017 was Fidelity Investments, an estimated $99.1M sold.
Based on aggregated 13F filings for Q1 2017.