New Oriental
409 hedge funds and large institutions have $19.5B invested in New Oriental in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 132 increasing their positions, 159 reducing their positions, and 39 closing their positions.
49% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 39
16% more capital invested
Capital invested by funds: $16.8B → $19.5B (+$2.7B)
10% more funds holding in top 10
Funds holding in top 10: 29 → 32 (+3)
5.45% more ownership
Funds ownership: 81.27% → 86.72% (+5.5%)
4% more funds holding
Funds holding: 395 → 409 (+14)
17% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 159
18% less call options, than puts
Call options by funds: $126M | Put options by funds: $154M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cederberg Capital
London,
United Kingdom
|
+$1.07B |
| 2 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
+$235M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$147M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$136M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$198M |
| 2 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$159M |
| 3 |
Goldman Sachs
New York
|
-$80.8M |
| 4 |
GCCM
Green Court Capital Management
Hong Kong
|
-$78.3M |
| 5 |
Morgan Stanley
New York
|
-$74.3M |
EDU Hedge Fund Activity: Q3 2020 in Review
409 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2020, worth a combined $19.5B — up 16% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EDU positions and 39 closed out — a net gain of 19 holders — while 132 added to existing stakes and 159 trimmed.
The largest buyer was Cederberg Capital, adding an estimated $1.07B. The largest seller was BlackRock, cutting an estimated $198M.
- 409 institutional investors held New Oriental (EDU) as of Q3 2020, up from 395 in Q2 2020.
- Funds reported $19.5B of New Oriental stock for Q3 2020, up 16% quarter-over-quarter.
- 58 funds opened new New Oriental positions in Q3 2020 and 39 closed out, a net change of +19 holders.
- The largest New Oriental buyer in Q3 2020 was Cederberg Capital, an estimated $1.07B added.
- The largest New Oriental seller in Q3 2020 was BlackRock, an estimated $198M sold.
Based on aggregated 13F filings for Q3 2020.