New Oriental
194 hedge funds and large institutions have $1.16B invested in New Oriental in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 71 closing their positions.
0.26% less ownership
Funds ownership: 5.78% → 5.52% (-0.26%)
21% less funds holding
Funds holding: 246 → 194 (-52)
28% less call options, than puts
Call options by funds: $14.9M | Put options by funds: $20.8M
36% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 80
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
44% less capital invested
Capital invested by funds: $2.08B → $1.16B (-$924M)
70% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$40.9M |
| 2 |
Goldman Sachs
New York
|
+$37M |
| 3 |
Renaissance Technologies
New York
|
+$30.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$26.6M |
| 5 |
SCM
Shah Capital Management
Raleigh,
North Carolina
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$74.1M |
| 2 |
GIM
Genesis Investment Management
London,
United Kingdom
|
-$32.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$32.1M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$19.4M |
| 5 |
Tiger Global Management
New York
|
-$19.4M |
EDU Hedge Fund Activity: Q1 2022 in Review
194 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2022, worth a combined $1.16B — down 44% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of EDU and 21 opened new positions — a net loss of 50 holders — while 80 trimmed existing stakes and 51 added.
The largest buyer was Carmignac Gestion, adding an estimated $40.9M. The largest seller was National Bank of Canada, exiting entirely with an estimated $74.1M sold.
- 194 institutional investors held New Oriental (EDU) as of Q1 2022, down from 246 in Q4 2021.
- Funds reported $1.16B of New Oriental stock for Q1 2022, down 44% quarter-over-quarter.
- 21 funds opened new New Oriental positions in Q1 2022 and 71 closed out, a net change of -50 holders.
- The largest New Oriental buyer in Q1 2022 was Carmignac Gestion, an estimated $40.9M added.
- The largest New Oriental seller in Q1 2022 was National Bank of Canada, an estimated $74.1M sold.
Based on aggregated 13F filings for Q1 2022.