New Oriental
274 hedge funds and large institutions have $6.32B invested in New Oriental in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 106 increasing their positions, 89 reducing their positions, and 67 closing their positions.
80% more call options, than puts
Call options by funds: $170M | Put options by funds: $94.1M
19% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 89
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4.63% less ownership
Funds ownership: 80.42% → 75.79% (-4.6%)
6% less funds holding
Funds holding: 291 → 274 (-17)
21% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 67
33% less capital invested
Capital invested by funds: $9.4B → $6.32B (-$3.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$135M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$81.4M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$74.9M |
| 4 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$74.5M |
| 5 |
Two Sigma Advisers
New York
|
+$72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$317M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$267M |
| 3 |
MCM
Melvin Capital Management
New York
|
-$136M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$126M |
| 5 |
Barclays
London,
United Kingdom
|
-$77.8M |
EDU Hedge Fund Activity: Q4 2018 in Review
274 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2018, worth a combined $6.32B — down 33% from $9.4B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of EDU and 53 opened new positions — a net loss of 14 holders — while 89 trimmed existing stakes and 106 added.
The largest buyer was Davis Selected Advisers, adding an estimated $135M. The largest seller was OppenheimerFunds, cutting an estimated $317M.
- 274 institutional investors held New Oriental (EDU) as of Q4 2018, down from 291 in Q3 2018.
- Funds reported $6.32B of New Oriental stock for Q4 2018, down 33% quarter-over-quarter.
- 53 funds opened new New Oriental positions in Q4 2018 and 67 closed out, a net change of -14 holders.
- The largest New Oriental buyer in Q4 2018 was Davis Selected Advisers, an estimated $135M added.
- The largest New Oriental seller in Q4 2018 was OppenheimerFunds, an estimated $317M sold.
Based on aggregated 13F filings for Q4 2018.