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New Oriental

427 hedge funds and large institutions have $13.8B invested in New Oriental in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 52

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 419427 (+8)

9% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 150

0.58% more ownership

Funds ownership: 79.85%80.43% (+0.58%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.58B)

32% less call options, than puts

Call options by funds: $97.3M | Put options by funds: $142M

Holders
427
Holders Change
+8
Holders Change %
+1.91%
% of All Funds
9.39%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.59%
New
66
Increased
163
Reduced
150
Closed
52
Calls
$97.3M
Puts
$142M
Net Calls
-$44.8M
Net Calls Change
+$60.1M

EDU Hedge Fund Activity: Q1 2020 in Review

427 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2020, worth a combined $13.8B — down 10% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new EDU positions and 52 closed out — a net gain of 14 holders — while 163 added to existing stakes and 150 trimmed.

The largest buyer was Aberdeen Group, adding an estimated $260M. The largest seller was Davis Selected Advisers, cutting an estimated $445M.

  • 427 institutional investors held New Oriental (EDU) as of Q1 2020, up from 419 in Q4 2019.
  • Funds reported $13.8B of New Oriental stock for Q1 2020, down 10% quarter-over-quarter.
  • 66 funds opened new New Oriental positions in Q1 2020 and 52 closed out, a net change of +14 holders.
  • The largest New Oriental buyer in Q1 2020 was Aberdeen Group, an estimated $260M added.
  • The largest New Oriental seller in Q1 2020 was Davis Selected Advisers, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2020.