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New Oriental

418 hedge funds and large institutions have $15.3B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 27

18% more funds holding

Funds holding: 355418 (+63)

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

10% more capital invested

Capital invested by funds: $14B → $15.3B (+$1.39B)

0.03% more ownership

Funds ownership: 79.66%79.69% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

67% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $156M

Holders
418
Holders Change
+63
Holders Change %
+17.75%
% of All Funds
8.24%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
93
Increased
155
Reduced
133
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$1.24B -$45.6M -381,174 -4%
BlackRock
2
BlackRock
New York
$1.12B +$51.8M +432,957 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$608M -$4.58M -38,271 -0.8%
UBS AM
4
UBS AM
Illinois
$568M +$67.1M +561,547 +14%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$468M +$4.25M +35,572 +0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$445M +$33.1M +277,168 +8%
GIM
7
Genesis Investment Management
United Kingdom
$436M -$61.4M -513,600 -13%
Fidelity International
8
Fidelity International
Bermuda
$378M +$10.1M +84,893 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$353M -$18.2M -152,112 -5%
State Street
10
State Street
Massachusetts
$348M +$4.92M +41,173 +1%
Morgan Stanley
11
Morgan Stanley
New York
$348M +$157M +1,309,441 +84%
Ameriprise
12
Ameriprise
Minnesota
$300M -$67M -560,673 -18%
HFM
13
Harvest Fund Management
China
$262M +$7.17M +59,958 +3%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$250M -$14.9M -124,648 -6%
GAM
15
Greenwoods Asset Management
Cayman Islands
$241M +$1.34M +11,191 +0.6%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$240M -$67.9M -568,180 -22%
Invesco
17
Invesco
Georgia
$233M -$53.6M -447,920 -19%
Norges Bank
18
Norges Bank
Norway
$229M +$3.23M +27,058 +1%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$205M +$9.01M +75,346 +5%
Wells Fargo
20
Wells Fargo
California
$204M -$12.1M -100,853 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$201M -$122M -1,020,334 -38%
Renaissance Technologies
22
Renaissance Technologies
New York
$184M +$94.7M +791,754 +109%
Goldman Sachs
23
Goldman Sachs
New York
$184M +$12.7M +106,315 +8%
Tiger Global Management
24
Tiger Global Management
New York
$175M -$109M -912,759 -39%
Bank of America
25
Bank of America
North Carolina
$172M +$20.6M +172,518 +14%

EDU Hedge Fund Activity: Q4 2019 in Review

418 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.3B — up 10% from $14B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new EDU positions and 27 closed out — a net gain of 66 holders — while 155 added to existing stakes and 133 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was HHLR Advisors, cutting an estimated $258M.

  • 418 institutional investors held New Oriental (EDU) as of Q4 2019, up from 355 in Q3 2019.
  • Funds reported $15.3B of New Oriental stock for Q4 2019, up 10% quarter-over-quarter.
  • 93 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +66 holders.
  • The largest New Oriental buyer in Q4 2019 was Morgan Stanley, an estimated $157M added.
  • The largest New Oriental seller in Q4 2019 was HHLR Advisors, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2019.