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New Oriental

357 hedge funds and large institutions have $14B invested in New Oriental in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 148 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

12% more capital invested

Capital invested by funds: $12.5B → $14B (+$1.45B)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

6% more funds holding

Funds holding: 336357 (+21)

1.98% less ownership

Funds ownership: 81.89%79.91% (-2%)

28% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 148

44% less call options, than puts

Call options by funds: $114M | Put options by funds: $203M

Holders
357
Holders Change
+21
Holders Change %
+6.25%
% of All Funds
7.8%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.59%
New
50
Increased
106
Reduced
148
Closed
28
Calls
$114M
Puts
$203M
Net Calls
-$89.3M
Net Calls Change
-$7.41M

EDU Hedge Fund Activity: Q3 2019 in Review

357 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2019, worth a combined $14B — up 12% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDU positions and 28 closed out — a net gain of 22 holders — while 106 added to existing stakes and 148 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was Schroder Investment Management Group, cutting an estimated $474M.

  • 357 institutional investors held New Oriental (EDU) as of Q3 2019, up from 336 in Q2 2019.
  • Funds reported $14B of New Oriental stock for Q3 2019, up 12% quarter-over-quarter.
  • 50 funds opened new New Oriental positions in Q3 2019 and 28 closed out, a net change of +22 holders.
  • The largest New Oriental buyer in Q3 2019 was Fidelity Investments, an estimated $168M added.
  • The largest New Oriental seller in Q3 2019 was Schroder Investment Management Group, an estimated $474M sold.

Based on aggregated 13F filings for Q3 2019.