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New Oriental

168 hedge funds and large institutions have $3.06B invested in New Oriental in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 3.94%3.97% (+0.04%)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

18% less funds holding

Funds holding: 204168 (-36)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

24% less call options, than puts

Call options by funds: $42M | Put options by funds: $55.5M

26% less capital invested

Capital invested by funds: $4.14B → $3.06B (-$1.08B)

53% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 64

Holders
168
Holders Change
-36
Holders Change %
-17.65%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
30
Increased
52
Reduced
59
Closed
64
Calls
$42M
Puts
$55.5M
Net Calls
-$13.5M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Aspex Management (HK)
Hong Kong
$281M -$81.2M -1,580,434 -21%
Morgan Stanley
2
Morgan Stanley
New York
$268M +$12.5M +243,259 +5%
FBIL
3
First Beijing Investment Ltd
Hong Kong
$261M +$267M +5,196,281 +1,998%
UBS Group
4
UBS Group
Switzerland
$186M +$79.9M +1,553,977 +67%
Bank of America
5
Bank of America
North Carolina
$165M +$50.4M +979,957 +40%
Renaissance Technologies
6
Renaissance Technologies
New York
$148M -$5.12M -99,700 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$142M +$36.1M +701,586 +31%
Goldman Sachs
8
Goldman Sachs
New York
$110M +$14M +272,889 +13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$104M -$121M -2,354,711 -52%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$100M +$17.5M +339,700 +19%
Norges Bank
11
Norges Bank
Norway
$99M +$32.5M +631,509 +44%
DG
12
Discerene Group
Connecticut
$75.6M +$81.2M +1,580,514 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$71M -$124M -2,409,755 -62%
GAMH
14
Greenwoods Asset Management (HK)
Hong Kong
$66.7M +$8.62M +167,721 +14%
FCM
15
Farallon Capital Management
California
$62.4M -$54.2M -1,054,000 -45%
BlackRock
16
BlackRock
New York
$58M +$26.3M +511,625 +73%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$52.1M -$11M -214,111 -16%
BAM
18
Brilliance Asset Management
Hong Kong
$48.6M +$34.2M +665,403 +190%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$48M -$103M -1,998,746 -66%
GCCM
20
Green Court Capital Management
Hong Kong
$46.8M +$33.3M +648,872 +197%
Macquarie Group
21
Macquarie Group
Australia
$46.6M +$5.26M +102,410 +12%
BVC
22
Bright Valley Capital
Hong Kong
$45.8M +$49.2M +958,000 New
CC
23
Cederberg Capital
United Kingdom
$45.4M -$7.15M -139,150 -13%
Citigroup
24
Citigroup
New York
$37.5M -$591K -11,497 -1%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$34.8M +$5.11M +99,330 +16%

EDU Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q1 2025, worth a combined $3.06B — down 26% from $4.14B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of EDU and 30 opened new positions — a net loss of 34 holders — while 59 trimmed existing stakes and 52 added.

The largest buyer was First Beijing Investment Ltd, adding an estimated $267M. The largest seller was T. Rowe Price Associates, cutting an estimated $124M.

  • 168 institutional investors held New Oriental (EDU) as of Q1 2025, down from 204 in Q4 2024.
  • Funds reported $3.06B of New Oriental stock for Q1 2025, down 26% quarter-over-quarter.
  • 30 funds opened new New Oriental positions in Q1 2025 and 64 closed out, a net change of -34 holders.
  • The largest New Oriental buyer in Q1 2025 was First Beijing Investment Ltd, an estimated $267M added.
  • The largest New Oriental seller in Q1 2025 was T. Rowe Price Associates, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.