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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.

New
Increased
Maintained
Reduced
Closed

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 (+$2.69B)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

5.44% more ownership

Funds ownership: 81.32%86.76% (+5.4%)

4% more funds holding

Funds holding: 395409 (+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

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.25%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.65%
New
58
Increased
132
Reduced
159
Closed
39
Calls
$126M
Puts
$154M
Net Calls
-$27.6M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.07B -$725K -5,019 -0.1%
UBS AM
2
UBS AM
Illinois
$992M +$71.8M +497,046 +8%
BlackRock
3
BlackRock
New York
$975M -$198M -1,370,595 -17%
DSA
4
Davis Selected Advisers
Arizona
$965M -$45.8M -317,126 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$834M +$68.5M +474,197 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$751M -$28.3M -195,684 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$731M -$13.9M -96,148 -2%
Fidelity International
8
Fidelity International
Bermuda
$602M -$15.7M -108,392 -3%
State Street
9
State Street
Massachusetts
$456M -$11.1M -76,672 -2%
GIM
10
Genesis Investment Management
United Kingdom
$435M -$41.8M -289,433 -10%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$422M +$11.5M +79,568 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$376M +$68.5M +473,882 +23%
Invesco
13
Invesco
Georgia
$363M -$8.12M -56,237 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$340M -$69.5M -481,400 -17%
Bank of America
15
Bank of America
North Carolina
$321M +$136M +943,204 +78%
Tiger Global Management
16
Tiger Global Management
New York
$320M
Norges Bank
17
Norges Bank
Norway
$297M -$674K -4,667 -0.2%
Ameriprise
18
Ameriprise
Minnesota
$294M -$23.5M -162,763 -8%
HFM
19
Harvest Fund Management
China
$289M +$10.7M +74,286 +4%
Alkeon Capital Management
20
Alkeon Capital Management
New York
$280M +$21.7M +150,000 +9%
BAM
21
Brilliance Asset Management
Hong Kong
$256M +$235M +1,626,910 +1,965%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$251M +$18.6M +128,579 +8%
Sands Capital Management
23
Sands Capital Management
Virginia
$248M +$55.9M +387,298 +30%
Wells Fargo
24
Wells Fargo
California
$237M +$3.72M +25,748 +2%
Morgan Stanley
25
Morgan Stanley
New York
$214M -$74.3M -514,074 -26%