We are live on ! Find out more
EDU icon

New Oriental
EDU

177 hedge funds and large institutions have $2.57B invested in New Oriental in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $56.4M | Put options by funds: $37.4M

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more funds holding

Funds holding: 176 → 177 (+1)

0.19% less ownership

Funds ownership: 4.03% → 3.84% (-0.19%)

3% less capital invested

Capital invested by funds: $2.64B → $2.57B (-$67M)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.78%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
32
Increased
53
Reduced
60
Closed
31
Calls
$56.4M
Puts
$37.4M
Net Calls
+$18.9M
Net Calls Change
-$22.6M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$133M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$121M
3
DCM
Driehaus Capital Management
Illinois
+$38.7M
4
WAM
WT Asset Management
Hong Kong
+$36.8M
5
AMH
Aspex Management (HK)
Hong Kong
+$20.5M

Top Sellers

1
FFM
FengHe Fund Management
Singapore
-$93.3M
2
PCP
Polunin Capital Partners
United Kingdom
-$90.8M
3
Goldman Sachs
Goldman Sachs
New York
-$55.9M
4
BG
Baupost Group
Massachusetts
-$52M
5
TC
Tairen Capital
Hong Kong
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAMH
1
Greenwoods Asset Management (HK)
Hong Kong
$174M +$3.72M +92,900 +2%
Alkeon Capital Management
2
Alkeon Capital Management
New York
$170M +$121M +3,030,209 +239%
BG
3
Baupost Group
Massachusetts
$163M -$52M -1,300,000 -24%
KCMH
4
Keywise Capital Management (HK)
Hong Kong
$157M -$32K -800 -0%
YCM
5
Yiheng Capital Management
California
$136M – – –
Fidelity Investments
6
Fidelity Investments
Massachusetts
$136M -$7.3M -182,440 -5%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$132M +$133M +3,334,393 New
Renaissance Technologies
8
Renaissance Technologies
New York
$130M -$4.28M -107,000 -3%
Bank of America
9
Bank of America
North Carolina
$89.1M -$21.6M -540,401 -19%
SCM
10
Shah Capital Management
North Carolina
$72.4M -$333K -8,317 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$71.6M +$5.08M +126,924 +8%
KI
12
Keystone Investors
Singapore
$68.3M +$10.4M +260,810 +18%
Goldman Sachs
13
Goldman Sachs
New York
$56.5M -$55.9M -1,396,698 -49%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$53M +$19.2M +479,860 +56%
DG
15
Discerene Group
Connecticut
$52.2M – – –
SCH
16
Sylebra Capital (HK)
Hong Kong
$51M +$16M +400,135 +45%
WAM
17
WT Asset Management
Hong Kong
$50.4M +$36.8M +919,729 +258%
Marshall Wace
18
Marshall Wace
United Kingdom
$47.1M -$4.82M -120,374 -9%
DCM
19
Driehaus Capital Management
Illinois
$38.2M +$38.7M +966,640 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$38.1M -$20M -500,458 -34%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31.6M +$13.1M +327,600 +69%
Macquarie Group
22
Macquarie Group
Australia
$28.3M – – –
AMH
23
Aspex Management (HK)
Hong Kong
$27.9M +$20.5M +512,242 +262%
BCCM
24
Blue Creek Capital Management
Hong Kong
$27.4M -$4.43M -110,712 -14%
PHK
25
Point72 Hong Kong
Hong Kong
$27.1M +$1.15M +28,638 +4%
1
2 3 4 5

EDU Hedge Fund Activity: Q2 2023 in Review

177 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2023, worth a combined $2.57B — down 2.5% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EDU positions and 31 closed out — a net gain of 1 holder — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $133M. The largest seller was FengHe Fund Management, cutting an estimated $93.3M.

  • 177 institutional investors held New Oriental (EDU) as of Q2 2023, up from 176 in Q1 2023.
  • Funds reported $2.57B of New Oriental stock for Q2 2023, down 2.5% quarter-over-quarter.
  • 32 funds opened new New Oriental positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest New Oriental buyer in Q2 2023 was Schroder Investment Management Group, an estimated $133M added.
  • The largest New Oriental seller in Q2 2023 was FengHe Fund Management, an estimated $93.3M sold.

Based on aggregated 13F filings for Q2 2023.