New Oriental
204 hedge funds and large institutions have $4.14B invested in New Oriental in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 54 closing their positions.
32% more call options, than puts
Call options by funds: $47.4M | Put options by funds: $35.9M
0.04% less ownership
Funds ownership: 3.97% → 3.94% (-0.04%)
5% less funds holding
Funds holding: 215 → 204 (-11)
16% less capital invested
Capital invested by funds: $4.93B → $4.14B (-$790M)
17% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 54
17% less funds holding in top 10
Funds holding in top 10: 23 → 19 (-4)
31% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 78
Top Buyers
| 1 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$173M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$141M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$94.9M |
| 4 |
JP Morgan Chase
New York
|
+$92.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.1M |
Top Sellers
| 1 |
TA
Trivest Advisors
Hong Kong
|
-$132M |
| 2 |
Morgan Stanley
New York
|
-$81.1M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$52.9M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$52.5M |
| 5 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
-$37.3M |
EDU Hedge Fund Activity: Q4 2024 in Review
204 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q4 2024, worth a combined $4.14B — down 16% from $4.93B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of EDU and 45 opened new positions — a net loss of 9 holders — while 78 trimmed existing stakes and 54 added.
The largest buyer was Aspex Management (HK), adding an estimated $173M. The largest seller was Trivest Advisors, exiting entirely with an estimated $132M sold.
- 204 institutional investors held New Oriental (EDU) as of Q4 2024, down from 215 in Q3 2024.
- Funds reported $4.14B of New Oriental stock for Q4 2024, down 16% quarter-over-quarter.
- 45 funds opened new New Oriental positions in Q4 2024 and 54 closed out, a net change of -9 holders.
- The largest New Oriental buyer in Q4 2024 was Aspex Management (HK), an estimated $173M added.
- The largest New Oriental seller in Q4 2024 was Trivest Advisors, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2024.