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.
244% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 27
18% more funds holding
Funds holding: 355 → 418 (+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: 25 → 25 (0)
67% less call options, than puts
Call options by funds: $51.5M | Put options by funds: $156M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$157M |
| 2 |
Renaissance Technologies
New York
|
+$94.7M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$67.1M |
| 4 |
BlackRock
New York
|
+$51.8M |
| 5 |
GCCM
Green Court Capital Management
Hong Kong
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$258M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$122M |
| 3 |
Tiger Global Management
New York
|
-$109M |
| 4 |
Alkeon Capital Management
New York
|
-$68.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.9M |
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.