New Oriental
438 hedge funds and large institutions have $18.3B invested in New Oriental in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 174 increasing their positions, 149 reducing their positions, and 64 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 149
0% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 64
0% less funds holding
Funds holding: 439 → 438 (-1)
28% less capital invested
Capital invested by funds: $25.4B → $18.3B (-$7.11B)
29% less funds holding in top 10
Funds holding in top 10: 34 → 24 (-10)
65% less call options, than puts
Call options by funds: $45.6M | Put options by funds: $130M
72.81% less ownership
Funds ownership: 80.41% → 7.6% (-73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$400M |
| 2 |
DCP
D1 Capital Partners
New York
|
+$367M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$166M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$157M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cederberg Capital
London,
United Kingdom
|
-$1.47B |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$320M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$169M |
| 4 |
TA
Trivest Advisors
Hong Kong
|
-$148M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$136M |
EDU Hedge Fund Activity: Q1 2021 in Review
438 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2021, worth a combined $18.3B — down 28% from $25.4B a quarter earlier.
Fund positioning in EDU was balanced in Q1 2021: 64 funds opened new positions, 64 closed out, 174 added to existing stakes and 149 trimmed.
The largest buyer was Invesco, adding an estimated $400M. The largest seller was Cederberg Capital, cutting an estimated $1.47B.
- 438 institutional investors held New Oriental (EDU) as of Q1 2021, down from 439 in Q4 2020.
- Funds reported $18.3B of New Oriental stock for Q1 2021, down 28% quarter-over-quarter.
- 64 funds opened new New Oriental positions in Q1 2021 and 64 closed out, a net change of 0 holders.
- The largest New Oriental buyer in Q1 2021 was Invesco, an estimated $400M added.
- The largest New Oriental seller in Q1 2021 was Cederberg Capital, an estimated $1.47B sold.
Based on aggregated 13F filings for Q1 2021.