New Oriental
295 hedge funds and large institutions have $11.9B invested in New Oriental in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 36 closing their positions.
95% more call options, than puts
Call options by funds: $336M | Put options by funds: $173M
53% more funds holding in top 10
Funds holding in top 10: 19 → 29 (+10)
17% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 36
11% more capital invested
Capital invested by funds: $10.8B → $11.9B (+$1.16B)
11% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 104
3.29% more ownership
Funds ownership: 77.09% → 80.38% (+3.3%)
1% more funds holding
Funds holding: 293 → 295 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$149M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$140M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$109M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$92.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Tairen Capital
Hong Kong
|
-$138M |
| 2 |
Goldman Sachs
New York
|
-$99.3M |
| 3 |
O
OppenheimerFunds
New York
|
-$94.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$79M |
| 5 |
Two Sigma Investments
New York
|
-$70.8M |
EDU Hedge Fund Activity: Q4 2017 in Review
295 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2017, worth a combined $11.9B — up 11% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new EDU positions and 36 closed out — a net gain of 6 holders — while 115 added to existing stakes and 104 trimmed.
The largest buyer was Barclays, adding an estimated $149M. The largest seller was Tairen Capital, cutting an estimated $138M.
- 295 institutional investors held New Oriental (EDU) as of Q4 2017, up from 293 in Q3 2017.
- Funds reported $11.9B of New Oriental stock for Q4 2017, up 11% quarter-over-quarter.
- 42 funds opened new New Oriental positions in Q4 2017 and 36 closed out, a net change of +6 holders.
- The largest New Oriental buyer in Q4 2017 was Barclays, an estimated $149M added.
- The largest New Oriental seller in Q4 2017 was Tairen Capital, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2017.