New Oriental
237 hedge funds and large institutions have $4.47B invested in New Oriental in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 60 increasing their positions, 90 reducing their positions, and 17 closing their positions.
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
59% more call options, than puts
Call options by funds: $130M | Put options by funds: $81.5M
25% more funds holding
Funds holding: 190 → 237 (+47)
20% more capital invested
Capital invested by funds: $3.73B → $4.47B (+$745M)
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
0.04% less ownership
Funds ownership: 3.73% → 3.68% (-0.04%)
33% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$188M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$65.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$50.8M |
| 4 |
Goldman Sachs
New York
|
+$44.8M |
| 5 |
Man Group
London,
United Kingdom
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$193M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$83.2M |
| 3 |
DG
Discerene Group
Stamford,
Connecticut
|
-$77.3M |
| 4 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
-$73.9M |
| 5 |
BG
Baupost Group
Boston,
Massachusetts
|
-$59.9M |
EDU Hedge Fund Activity: Q4 2023 in Review
237 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2023, worth a combined $4.47B — up 20% from $3.73B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new EDU positions and 17 closed out — a net gain of 49 holders — while 60 added to existing stakes and 90 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $188M. The largest seller was Alkeon Capital Management, cutting an estimated $193M.
- 237 institutional investors held New Oriental (EDU) as of Q4 2023, up from 190 in Q3 2023.
- Funds reported $4.47B of New Oriental stock for Q4 2023, up 20% quarter-over-quarter.
- 66 funds opened new New Oriental positions in Q4 2023 and 17 closed out, a net change of +49 holders.
- The largest New Oriental buyer in Q4 2023 was Morgan Stanley, an estimated $188M added.
- The largest New Oriental seller in Q4 2023 was Alkeon Capital Management, an estimated $193M sold.
Based on aggregated 13F filings for Q4 2023.