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New Oriental

176 hedge funds and large institutions have $2.64B invested in New Oriental in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 65 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $114M | Put options by funds: $72.4M

12% more capital invested

Capital invested by funds: $2.35B → $2.64B (+$282M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

0.06% more ownership

Funds ownership: 3.98%4.03% (+0.06%)

4% less funds holding

Funds holding: 183176 (-7)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

18% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 65

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
2.8%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.37%
New
32
Increased
53
Reduced
65
Closed
37
Calls
$114M
Puts
$72.4M
Net Calls
+$41.5M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1
Baupost Group
Massachusetts
$209M -$15.2M -375,144 -6%
GAMH
2
Greenwoods Asset Management (HK)
Hong Kong
$166M +$149M +3,687,520 +601%
KCMH
3
Keywise Capital Management (HK)
Hong Kong
$153M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$140M +$146M +3,622,527 +167,787%
YCM
5
Yiheng Capital Management
California
$133M -$20.2M -499,706 -13%
Renaissance Technologies
6
Renaissance Technologies
New York
$131M -$16.5M -408,700 -11%
Goldman Sachs
7
Goldman Sachs
New York
$109M +$38.7M +957,530 +51%
FFM
8
FengHe Fund Management
Singapore
$109M -$117M -2,883,918 -51%
Bank of America
9
Bank of America
North Carolina
$108M +$5.07M +125,401 +5%
PCP
10
Polunin Capital Partners
United Kingdom
$90.8M -$1.41M -35,000 -1%
SCM
11
Shah Capital Management
North Carolina
$71.1M -$38.7M -957,104 -34%
Morgan Stanley
12
Morgan Stanley
New York
$65.1M +$5.37M +132,846 +9%
KI
13
Keystone Investors
Singapore
$56.7M +$52.8M +1,306,099 +808%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$56.6M -$10.7M -264,200 -15%
DG
15
Discerene Group
Connecticut
$51M
Marshall Wace
16
Marshall Wace
United Kingdom
$50.7M +$1.19M +29,555 +2%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$49M -$23M -570,138 -31%
CG
18
Carmignac Gestion
France
$38.8M -$15.3M -378,876 -27%
TC
19
Tairen Capital
Hong Kong
$38.4M +$18.2M +451,110 +83%
BA
20
Bridgewater Associates
Connecticut
$35M -$12.7M -313,641 -26%
SVI
21
Strategic Vision Investment
Hong Kong
$34.6M -$2.54M -62,891 -7%
SCH
22
Sylebra Capital (HK)
Hong Kong
$34.4M +$138K +3,418 +0.4%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$33.3M +$34.9M +863,370 New
BCCM
24
Blue Creek Capital Management
Hong Kong
$31M -$5.58M -138,000 -15%
Macquarie Group
25
Macquarie Group
Australia
$27.7M

EDU Hedge Fund Activity: Q1 2023 in Review

176 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2023, worth a combined $2.64B — up 12% from $2.35B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EDU and 32 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 53 added.

The largest buyer was Greenwoods Asset Management (HK), adding an estimated $149M. The largest seller was FengHe Fund Management, cutting an estimated $117M.

  • 176 institutional investors held New Oriental (EDU) as of Q1 2023, down from 183 in Q4 2022.
  • Funds reported $2.64B of New Oriental stock for Q1 2023, up 12% quarter-over-quarter.
  • 32 funds opened new New Oriental positions in Q1 2023 and 37 closed out, a net change of -5 holders.
  • The largest New Oriental buyer in Q1 2023 was Greenwoods Asset Management (HK), an estimated $149M added.
  • The largest New Oriental seller in Q1 2023 was FengHe Fund Management, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2023.