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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 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $13.8B → $16.8B (+$2.99B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.88% more ownership

Funds ownership: 80.44%81.32% (+0.88%)

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

8% less funds holding

Funds holding: 428395 (-33)

43% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 74

Holders
395
Holders Change
-33
Holders Change %
-7.71%
% of All Funds
8.1%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.59%
New
42
Increased
144
Reduced
152
Closed
74
Calls
$178M
Puts
$179M
Net Calls
-$1.43M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.03B -$87.6M -718,923 -8%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$908M +$354M +2,903,269 +71%
DSA
3
Davis Selected Advisers
Arizona
$882M -$642K -5,271 -0.1%
UBS AM
4
UBS AM
Illinois
$799M +$79.8M +654,850 +12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$680M +$91.1M +747,773 +17%
JP Morgan Chase
6
JP Morgan Chase
New York
$676M +$262M +2,146,804 +70%
Vanguard Group
7
Vanguard Group
Pennsylvania
$650M -$19.9M -163,252 -3%
Fidelity International
8
Fidelity International
Bermuda
$539M +$146M +1,198,137 +41%
State Street
9
State Street
Massachusetts
$408M +$10.4M +85,433 +3%
GIM
10
Genesis Investment Management
United Kingdom
$380M +$28.1M +230,468 +9%
Renaissance Technologies
11
Renaissance Technologies
New York
$359M +$50.6M +415,300 +18%
Aberdeen Group
12
Aberdeen Group
United Kingdom
$357M +$84.3M +691,632 +34%
Invesco
13
Invesco
Georgia
$324M +$74.5M +611,267 +33%
Tiger Global Management
14
Tiger Global Management
New York
$279M
Ameriprise
15
Ameriprise
Minnesota
$277M -$27.7M -226,997 -10%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$266M -$9.08M -74,553 -4%
Norges Bank
17
Norges Bank
Norway
$260M +$11.2M +91,653 +5%
Morgan Stanley
18
Morgan Stanley
New York
$253M -$3.11M -25,554 -1%
HFM
19
Harvest Fund Management
China
$240M
Alkeon Capital Management
20
Alkeon Capital Management
New York
$225M +$12.2M +100,000 +6%
Wells Fargo
21
Wells Fargo
California
$204M -$9.08M -74,530 -5%
Goldman Sachs
22
Goldman Sachs
New York
$202M +$17.8M +146,460 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$202M +$8.36M +68,649 +5%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$175M +$4.61M +37,803 +3%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$170M -$8.75M -71,855 -5%