New Oriental
190 hedge funds and large institutions have $3.73B invested in New Oriental in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 27 closing their positions.
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
39% more call options, than puts
Call options by funds: $87.9M | Put options by funds: $63.4M
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
7% more funds holding
Funds holding: 178 → 190 (+12)
0% more ownership
Funds ownership: 38.36% → 38.36% (+0%)
4% less capital inflows, than outflows
Capital inflows: $790M | Capital outflows: $819M
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$167M |
| 2 |
BlackRock
New York
|
+$115M |
| 3 |
CC
Cederberg Capital
London,
United Kingdom
|
+$73M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$43.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baupost Group
Boston,
Massachusetts
|
-$162M |
| 2 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
-$121M |
| 3 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
-$80.3M |
| 4 |
YCM
Yiheng Capital Management
San Francisco,
California
|
-$72.2M |
| 5 |
Aspex Management (HK)
Central,
Hong Kong
|
-$27.9M |
EDU Hedge Fund Activity: Q3 2023 in Review
190 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2023, worth a combined $3.73B — up 46% from $2.55B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EDU positions and 27 closed out — a net gain of 13 holders — while 56 added to existing stakes and 65 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $167M. The largest seller was Baupost Group, cutting an estimated $162M.
- 190 institutional investors held New Oriental (EDU) as of Q3 2023, up from 178 in Q2 2023.
- Funds reported $3.73B of New Oriental stock for Q3 2023, up 46% quarter-over-quarter.
- 40 funds opened new New Oriental positions in Q3 2023 and 27 closed out, a net change of +13 holders.
- The largest New Oriental buyer in Q3 2023 was Fidelity Investments, an estimated $167M added.
- The largest New Oriental seller in Q3 2023 was Baupost Group, an estimated $162M sold.
Based on aggregated 13F filings for Q3 2023.