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New Oriental

419 hedge funds and large institutions have $15.4B invested in New Oriental in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 27

17% more funds holding

Funds holding: 357419 (+62)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

10% more capital invested

Capital invested by funds: $14B → $15.4B (+$1.38B)

0.06% less ownership

Funds ownership: 79.91%79.85% (-0.06%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

67% less call options, than puts

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

Holders
419
Holders Change
+62
Holders Change %
+17.37%
% of All Funds
8.23%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.51%
New
92
Increased
156
Reduced
134
Closed
27
Calls
$51.5M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$15.6M

EDU Hedge Fund Activity: Q4 2019 in Review

419 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2019, worth a combined $15.4B — up 9.8% from $14B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EDU positions and 27 closed out — a net gain of 65 holders — while 156 added to existing stakes and 134 trimmed.

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

  • 419 institutional investors held New Oriental (EDU) as of Q4 2019, up from 357 in Q3 2019.
  • Funds reported $15.4B of New Oriental stock for Q4 2019, up 9.8% quarter-over-quarter.
  • 92 funds opened new New Oriental positions in Q4 2019 and 27 closed out, a net change of +65 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.