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New Oriental

293 hedge funds and large institutions have $10.7B invested in New Oriental in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

28% more capital invested

Capital invested by funds: $8.42B → $10.7B (+$2.32B)

10% more funds holding

Funds holding: 266293 (+27)

1.27% more ownership

Funds ownership: 75.82%77.09% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 105

59% less call options, than puts

Call options by funds: $41.7M | Put options by funds: $101M

Holders
293
Holders Change
+27
Holders Change %
+10.15%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
50
Increased
105
Reduced
105
Closed
20
Calls
$41.7M
Puts
$101M
Net Calls
-$58.9M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$887M -$38.1M -467,589 -4%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$707M -$21.2M -259,544 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$626M +$21.9M +268,323 +4%
BlackRock
4
BlackRock
New York
$549M +$14.9M +182,920 +3%
UBS AM
5
UBS AM
Illinois
$490M +$56.6M +694,700 +14%
O
6
OppenheimerFunds
New York
$483M -$93.3M -1,144,682 -17%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$442M -$97.4M -1,195,371 -19%
GAM
8
Greenwoods Asset Management
Cayman Islands
$341M +$82.9M +1,017,400 +36%
Ameriprise
9
Ameriprise
Minnesota
$300M +$1.57M +19,301 +0.6%
KM
10
Kylin Management
New York
$209M -$61.5M -755,300 -24%
Wells Fargo
11
Wells Fargo
California
$209M -$18.3M -224,766 -9%
Goldman Sachs
12
Goldman Sachs
New York
$205M -$671K -8,238 -0.4%
Fidelity International
13
Fidelity International
Bermuda
$201M -$188M -2,306,080 -50%
Tiger Global Management
14
Tiger Global Management
New York
$199M
State Street
15
State Street
Massachusetts
$194M +$11.3M +138,594 +7%
JP Morgan Chase
16
JP Morgan Chase
New York
$177M +$145M +1,785,142 +770%
TC
17
Tairen Capital
Hong Kong
$159M -$7.38M -90,533 -5%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$154M +$2.8M +34,374 +2%
Vanguard Group
19
Vanguard Group
Pennsylvania
$148M +$80.2M +984,631 +142%
BAM
20
Brilliance Asset Management
Hong Kong
$142M +$21.8M +267,472 +20%
Morgan Stanley
21
Morgan Stanley
New York
$137M -$6.78M -83,212 -5%
Deutsche Bank
22
Deutsche Bank
Germany
$134M +$20.3M +249,193 +20%
Principal Financial Group
23
Principal Financial Group
Iowa
$123M +$8.18M +100,384 +8%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$109M +$24.2M +296,498 +31%
Bank of America
25
Bank of America
North Carolina
$102M +$6.98M +85,715 +8%

EDU Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2017, worth a combined $10.7B — up 28% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 20 closed out — a net gain of 30 holders — while 105 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Fidelity International, cutting an estimated $188M.

  • 293 institutional investors held New Oriental (EDU) as of Q3 2017, up from 266 in Q2 2017.
  • Funds reported $10.7B of New Oriental stock for Q3 2017, up 28% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2017 and 20 closed out, a net change of +30 holders.
  • The largest New Oriental buyer in Q3 2017 was JP Morgan Chase, an estimated $145M added.
  • The largest New Oriental seller in Q3 2017 was Fidelity International, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.