Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW ORIENTAL ED & TECHNOLOGY (EDU)

176 + Investors. Track Smart Money conviction in EDU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — EDU

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EDU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 157 funds hold EDU today versus a peak of 236 funds at 2024 Q1 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
41 fewer hedge funds hold EDU compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

87 buying72 selling
Last quarter: 87 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new EDU position: 28 → 32 → 21 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
88 out of 157 hedge funds have held EDU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~36 new funds/quarter

46 → 28 → 32 → 21 → 36 new funds/Q
New funds entering each quarter: 28 → 32 → 21 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 23% new
Of 176 current holders: 117 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
22 of 157 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EDU

How many hedge funds hold EDU — quarterly history vs. share price
Quarterly hedge fund ownership of EDU vs. share price

Market Analysis: EDU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 7 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: EDU
2026 Q1 Stats Unlock in 19 days 176 + Investors

Track Smart Money conviction in EDU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 161 9.32%
13F Shares 54M 50M 9.49%
Total Value $2.99B $2.64B 13.47%
New Positions 37 21 +16
Increased Positions 84 68 +16
Closed Positions 24 38 -14
Reduced Positions 63 93 -30
Total Calls 10 10 -
Total Puts 11 9 22.22%
PUT/CALL Ratio 1.1 0.9 Neutral

Statistics: EDU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

176 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EDU. Verified SEC 13F-HR filings.

Top 25 institutional holders of EDU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SHAH CAPITAL MANAGEMENT 3.30% 303,953 $17.2M
2 Collaborative Fund Advisors, LLC 0.68% 19,539 $1.1M
3 PROFUND ADVISORS LLC 0.04% 20,040 $1.1M
4 OVERSEA-CHINESE BANKING Corp Ltd 0.02% 16,143 $914K
5 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% 10,554 $598K
6 Brooklyn Investment Group 0.01% 5,804 $329K
7 Bayforest Capital Ltd 0.01% 127 $7K
8 Y-Intercept (Hong Kong) Ltd 0.01% 5,891 $334K
9 Leonteq Securities AG 0.00% 1,510 $86K
10 SG Americas Securities, LLC 0.00% 50,900 $3K
11 Swedbank AB 0.00% 35,651 $2.0M
12 TD PRIVATE CLIENT WEALTH LLC 0.00% 1,732 $98K
13 SIGNATUREFD, LLC 0.00% 2,220 $126K
14 Banque Cantonale Vaudoise 0.00% 834 $47K
15 Robeco Institutional Asset Management B.V. 0.00% 21,116 $1.2M
16 TSFG, LLC 0.00% 200 —
17 PRIVATE TRUST CO NA 0.00% 255 $14K
18 SBI Securities Co., Ltd. 0.00% 664 $38K
19 True Wealth Design, LLC 0.00% 49 $3K
20 HSBC HOLDINGS PLC 0.00% 23,114 $1.3M
21 Clean Yield Group 0.00% 36 $2K
22 FINANCIAL CONSULATE, INC 0.00% 39 $2K
23 Bell Investment Advisors, Inc 0.00% 29 $2K
24 Key FInancial Inc 0.00% 16 —
25 Farther Finance Advisors, LLC 0.00% 213 $12K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEW ORIENTAL ED & TECHNOLOGY (EDU)

What does the Smart Money Trend signal show for EDU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EDU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EDU?

Slight buying edge — 55% buying: Last quarter: 87 funds bought or added vs 72 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EDU holders?

Strong quality — 29% AUM from major funds: 22 of 157 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EDU?

56% of holders stayed for 2+ years: 88 out of 157 hedge funds have held EDU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.