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New Oriental
EDU

395 hedge funds and large institutions have $9.9B invested in New Oriental in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 124 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 124

13% more call options, than puts

Call options by funds: $294M | Put options by funds: $261M

0.54% less ownership

Funds ownership: 7.6% → 7.06% (-0.54%)

10% less funds holding

Funds holding: 438 → 395 (-43)

38% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 98

46% less capital invested

Capital invested by funds: $18.3B → $9.9B (-$8.37B)

46% less funds holding in top 10

Funds holding in top 10: 24 → 13 (-11)

Holders
395
Holders Change
-43
Holders Change %
-9.82%
% of All Funds
6.88%
Holding in Top 10
13
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-45.83%
% of All Funds
0.23%
New
61
Increased
163
Reduced
124
Closed
98
Calls
$294M
Puts
$261M
Net Calls
+$33.4M
Net Calls Change
+$118M

Top Buyers

1
DSA
Davis Selected Advisers
Arizona
+$435M
2
BAM
Brilliance Asset Management
Hong Kong
+$245M
3
JP Morgan Chase
JP Morgan Chase
New York
+$228M
4
SGA
Sustainable Growth Advisers
Connecticut
+$215M
5
Invesco
Invesco
Georgia
+$186M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$454M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$386M
3
DCP
D1 Capital Partners
New York
-$350M
4
GQG Partners
GQG Partners
Florida
-$320M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$303M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$871M +$435M +3,582,118 +51%
JP Morgan Chase
2
JP Morgan Chase
New York
$649M +$228M +1,880,508 +31%
BlackRock
3
BlackRock
New York
$642M -$65.5M -539,699 -6%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$553M -$25.9M -213,711 -3%
Invesco
5
Invesco
Georgia
$546M +$186M +1,532,215 +30%
Vanguard Group
6
Vanguard Group
Pennsylvania
$430M +$1.08M +8,907 +0.2%
SGA
7
Sustainable Growth Advisers
Connecticut
$291M +$215M +1,772,711 +100%
State Street
8
State Street
Massachusetts
$236M -$1.06M -8,745 -0.3%
GIM
9
Genesis Investment Management
United Kingdom
$179M +$34M +280,475 +15%
Sands Capital Management
10
Sands Capital Management
Virginia
$170M +$5.13M +42,301 +2%
BAM
11
Brilliance Asset Management
Hong Kong
$165M +$245M +2,020,391 New
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$155M +$92.6M +763,293 +68%
Morgan Stanley
13
Morgan Stanley
New York
$151M +$71.2M +586,323 +47%
HFM
14
Harvest Fund Management
China
$150M -$1.66M -13,647 -0.7%
Norges Bank
15
Norges Bank
Norway
$150M -$1.61M -13,235 -0.7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$144M -$386M -3,181,264 -64%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$139M +$24.9M +205,000 +14%
Wells Fargo
18
Wells Fargo
California
$136M +$5.69M +46,852 +3%
CFM
19
Coronation Fund Managers
South Africa
$135M +$74.6M +614,925 +59%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$104M +$2.22M +18,292 +1%
Fidelity International
21
Fidelity International
Bermuda
$104M -$32.9M -271,375 -18%
Franklin Resources
22
Franklin Resources
California
$93.6M +$49.4M +406,778 +55%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$92.8M +$11M +90,512 +9%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$91.7M -$54.8M -451,340 -29%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$83.6M +$34.2M +281,897 +38%
1
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EDU Hedge Fund Activity: Q2 2021 in Review

395 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2021, worth a combined $9.9B — down 46% from $18.3B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of EDU and 61 opened new positions — a net loss of 37 holders — while 124 trimmed existing stakes and 163 added.

The largest buyer was Davis Selected Advisers, adding an estimated $435M. The largest seller was UBS AM, cutting an estimated $454M.

  • 395 institutional investors held New Oriental (EDU) as of Q2 2021, down from 438 in Q1 2021.
  • Funds reported $9.9B of New Oriental stock for Q2 2021, down 46% quarter-over-quarter.
  • 61 funds opened new New Oriental positions in Q2 2021 and 98 closed out, a net change of -37 holders.
  • The largest New Oriental buyer in Q2 2021 was Davis Selected Advisers, an estimated $435M added.
  • The largest New Oriental seller in Q2 2021 was UBS AM, an estimated $454M sold.

Based on aggregated 13F filings for Q2 2021.