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New Oriental

266 hedge funds and large institutions have $8.42B invested in New Oriental in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more capital invested

Capital invested by funds: $7.22B → $8.42B (+$1.2B)

6% more funds holding

Funds holding: 252266 (+14)

6% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $20.1M

0.24% less ownership

Funds ownership: 76.06%75.82% (-0.24%)

25% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 108

Holders
266
Holders Change
+14
Holders Change %
+5.56%
% of All Funds
6.63%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.47%
New
40
Increased
81
Reduced
108
Closed
25
Calls
$21.3M
Puts
$20.1M
Net Calls
+$1.25M
Net Calls Change
-$690K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$745M -$38.9M -566,994 -5%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$583M +$3.24M +47,119 +0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$481M +$215M +3,134,804 +85%
O
4
OppenheimerFunds
New York
$466M -$187M -2,715,840 -29%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$437M -$73.9M -1,075,828 -15%
BlackRock
6
BlackRock
New York
$425M -$17.5M -254,638 -4%
UBS AM
7
UBS AM
Illinois
$342M +$189M +2,747,727 +130%
Fidelity International
8
Fidelity International
Bermuda
$323M -$267M -3,884,832 -46%
Ameriprise
9
Ameriprise
Minnesota
$238M +$200M +2,917,183 +634%
KM
10
Kylin Management
New York
$221M +$15.4M +224,700 +8%
GAM
11
Greenwoods Asset Management
Cayman Islands
$201M +$55.6M +809,660 +40%
Wells Fargo
12
Wells Fargo
California
$182M -$18.6M -270,417 -9%
Goldman Sachs
13
Goldman Sachs
New York
$164M +$25.5M +370,597 +19%
Tiger Global Management
14
Tiger Global Management
New York
$159M -$12.3M -179,716 -7%
State Street
15
State Street
Massachusetts
$145M -$4.53M -66,010 -3%
TC
16
Tairen Capital
Hong Kong
$133M +$9.97M +145,192 +8%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$121M +$4.98M +72,488 +4%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$116M -$24.1M -350,476 -18%
Morgan Stanley
19
Morgan Stanley
New York
$115M +$5.89M +85,821 +6%
BAM
20
Brilliance Asset Management
Hong Kong
$94.4M +$52.7K +767 +0.1%
Principal Financial Group
21
Principal Financial Group
Iowa
$91M -$3.64M -53,016 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$89.7M -$755K -11,000 -0.9%
Invesco
23
Invesco
Georgia
$82.2M -$87.4M -1,272,917 -52%
Lazard Asset Management
24
Lazard Asset Management
New York
$80.6M -$26.2M -380,943 -25%
CS
25
Credit Suisse
Switzerland
$77.2M -$11.5M -167,698 -13%

EDU Hedge Fund Activity: Q2 2017 in Review

266 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2017, worth a combined $8.42B — up 17% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EDU positions and 25 closed out — a net gain of 15 holders — while 81 added to existing stakes and 108 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $215M. The largest seller was Fidelity International, cutting an estimated $267M.

  • 266 institutional investors held New Oriental (EDU) as of Q2 2017, up from 252 in Q1 2017.
  • Funds reported $8.42B of New Oriental stock for Q2 2017, up 17% quarter-over-quarter.
  • 40 funds opened new New Oriental positions in Q2 2017 and 25 closed out, a net change of +15 holders.
  • The largest New Oriental buyer in Q2 2017 was Wellington Management Group, an estimated $215M added.
  • The largest New Oriental seller in Q2 2017 was Fidelity International, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2017.