New Oriental
395 hedge funds and large institutions have $16.8B invested in New Oriental in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 73 closing their positions.
22% more capital invested
Capital invested by funds: $13.8B → $16.8B (+$2.98B)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
0.83% more ownership
Funds ownership: 80.43% → 81.27% (+0.83%)
1% less call options, than puts
Call options by funds: $178M | Put options by funds: $179M
5% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 152
7% less funds holding
Funds holding: 427 → 395 (-32)
42% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$354M |
| 2 |
JP Morgan Chase
New York
|
+$262M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$146M |
| 4 |
TIAM
TT International Asset Management
London,
United Kingdom
|
+$108M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
-$286M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$138M |
| 3 |
BlackRock
New York
|
-$87.6M |
| 4 |
TC
Tairen Capital
Hong Kong
|
-$67.2M |
| 5 |
Man Group
London,
United Kingdom
|
-$61.8M |
EDU Hedge Fund Activity: Q2 2020 in Review
395 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2020, worth a combined $16.8B — up 22% from $13.8B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of EDU and 42 opened new positions — a net loss of 31 holders — while 152 trimmed existing stakes and 144 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $354M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $286M sold.
- 395 institutional investors held New Oriental (EDU) as of Q2 2020, down from 427 in Q1 2020.
- Funds reported $16.8B of New Oriental stock for Q2 2020, up 22% quarter-over-quarter.
- 42 funds opened new New Oriental positions in Q2 2020 and 73 closed out, a net change of -31 holders.
- The largest New Oriental buyer in Q2 2020 was Schroder Investment Management Group, an estimated $354M added.
- The largest New Oriental seller in Q2 2020 was Melvin Capital Management, an estimated $286M sold.
Based on aggregated 13F filings for Q2 2020.