New Oriental
336 hedge funds and large institutions have $12.5B invested in New Oriental in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 30 closing their positions.
117% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 30
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
12% more capital invested
Capital invested by funds: $11.2B → $12.5B (+$1.31B)
9% more funds holding
Funds holding: 309 → 336 (+27)
3.29% more ownership
Funds ownership: 78.6% → 81.89% (+3.3%)
16% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 129
54% less call options, than puts
Call options by funds: $68.6M | Put options by funds: $150M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$370M |
| 2 |
HFM
Harvest Fund Management
Beijing,
China
|
+$164M |
| 3 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
+$152M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$57.3M |
| 5 |
BPIH
Broad Peak Investment Holdings
Singapore
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$122M |
| 2 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$68.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$66.5M |
| 4 |
Two Sigma Advisers
New York
|
-$59.1M |
| 5 |
Goldman Sachs
New York
|
-$53.8M |
EDU Hedge Fund Activity: Q2 2019 in Review
336 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2019, worth a combined $12.5B — up 12% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EDU positions and 30 closed out — a net gain of 35 holders — while 108 added to existing stakes and 129 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $370M. The largest seller was Wellington Management Group, cutting an estimated $122M.
- 336 institutional investors held New Oriental (EDU) as of Q2 2019, up from 309 in Q1 2019.
- Funds reported $12.5B of New Oriental stock for Q2 2019, up 12% quarter-over-quarter.
- 65 funds opened new New Oriental positions in Q2 2019 and 30 closed out, a net change of +35 holders.
- The largest New Oriental buyer in Q2 2019 was Schroder Investment Management Group, an estimated $370M added.
- The largest New Oriental seller in Q2 2019 was Wellington Management Group, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2019.