New Oriental
178 hedge funds and large institutions have $2.55B invested in New Oriental in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 31 closing their positions.
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: 177 → 178 (+1)
0.18% less ownership
Funds ownership: 4.02% → 3.84% (-0.18%)
3% less capital invested
Capital invested by funds: $2.63B → $2.55B (-$83.3M)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$133M |
| 2 |
Alkeon Capital Management
New York
|
+$121M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$38.7M |
| 4 |
WAM
WT Asset Management
Hong Kong
|
+$36.8M |
| 5 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
FengHe Fund Management
Singapore
|
-$93.3M |
| 2 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
-$90.8M |
| 3 |
Goldman Sachs
New York
|
-$55.9M |
| 4 |
BG
Baupost Group
Boston,
Massachusetts
|
-$52M |
| 5 |
TC
Tairen Capital
Hong Kong
|
-$38.4M |
EDU Hedge Fund Activity: Q2 2023 in Review
178 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q2 2023, worth a combined $2.55B — down 3.2% from $2.63B 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 59 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.
- 178 institutional investors held New Oriental (EDU) as of Q2 2023, up from 177 in Q1 2023.
- Funds reported $2.55B of New Oriental stock for Q2 2023, down 3.2% 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.