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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.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $330M | Put options by funds: $158M

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $10.7B → $11.9B (+$1.2B)

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: 293295 (+2)

Holders
295
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
42
Increased
115
Reduced
104
Closed
36
Calls
$330M
Puts
$158M
Net Calls
+$172M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.05B +$92.6M +1,043,063 +10%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$741M +$69.5M +782,945 +11%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$726M -$25.5M -287,003 -4%
BlackRock
4
BlackRock
New York
$563M -$19.9M -224,080 -4%
UBS AM
5
UBS AM
Illinois
$559M +$35.7M +402,704 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$435M -$33.6M -378,315 -8%
O
7
OppenheimerFunds
New York
$413M -$94.9M -1,069,676 -20%
GAM
8
Greenwoods Asset Management
Cayman Islands
$362M -$1.21M -13,600 -0.4%
Ameriprise
9
Ameriprise
Minnesota
$353M +$33M +371,392 +11%
Tiger Global Management
10
Tiger Global Management
New York
$270M +$54.9M +618,393 +27%
Vanguard Group
11
Vanguard Group
Pennsylvania
$267M +$103M +1,158,382 +69%
JP Morgan Chase
12
JP Morgan Chase
New York
$229M +$37.1M +417,596 +21%
Morgan Stanley
13
Morgan Stanley
New York
$227M +$76.8M +865,685 +56%
MCM
14
Melvin Capital Management
New York
$219M +$140M +1,575,858 +210%
Wells Fargo
15
Wells Fargo
California
$219M -$3.42M -38,528 -2%
Fidelity International
16
Fidelity International
Bermuda
$212M -$1.71M -19,264 -0.8%
KM
17
Kylin Management
New York
$211M -$11.4M -129,000 -5%
State Street
18
State Street
Massachusetts
$204M -$2.01M -22,598 -1%
Barclays
19
Barclays
United Kingdom
$189M +$149M +1,683,967 +508%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$157M -$6.55M -73,768 -4%
BAM
21
Brilliance Asset Management
Hong Kong
$156M +$4.45M +50,161 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$153M +$9.2M +103,612 +7%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$122M +$109M +1,231,435 +1,750%
Principal Financial Group
24
Principal Financial Group
Iowa
$117M -$13.2M -148,870 -11%
Goldman Sachs
25
Goldman Sachs
New York
$113M -$99.3M -1,118,644 -48%

EDU Hedge Fund Activity: Q4 2017 in Review

295 of the 4,409 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 $10.7B 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.