Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New Oriental Ed & Technology (EDU)

175 + 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
2Q ▲
Buyers last Q
57%

Smart Money Signals — EDU

Based on 176 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
176 funds currently hold this stock — 73% of the 3.0-year high of 240 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

102 buying76 selling
Last quarter: 102 funds bought or added vs 76 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.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 23 → 36 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 19% new
92 out of 176 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.
📈

Growing discovery — still being found

28 → 33 → 23 → 36 → 37 new funds/Q
New funds entering each quarter: 33 → 23 → 36 → 37. A growing number of institutions are discovering EDU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 189 holders: 128 (68%) are 2+ year veterans, 21 entered 1–2 years ago, and 40 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
38 of 175 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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.

Institutional Sentiment Summary — EDU

In 2026 Q1, 102 hedge funds were net buyers of EDU (37 opened a new position, 65 added to an existing one), while 76 reduced or exited (51 trimmed, 25 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 38% of total institutional value in EDU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 176.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy New Oriental Ed & Technology (EDU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EDU has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EDU
-17.7%
XLP
+2.1%

EDU outperformed XLP by -19.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EDU
-8.4%
XLP
-1.1%

Since the filing became public, EDU outperformed XLP by -7.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: EDU
175 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 175 164 6.71%
13F Shares 52M 55M -4.81%
Total Value $2.67B $3.00B -11.12%
New Positions 37 36 +1
Increased Positions 60 50 +10
Closed Positions 26 24 +2
Reduced Positions 47 46 +1
Total Calls 8 10 -20.0%
Total Puts 6 11 -45.45%
PUT/CALL Ratio 0.75 1.1 Neutral

Statistics: EDU

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

175 + investors

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

QUARTER:
Top 25 EDU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Beijing Investment Ltd 21.97% 8,995,258 $509.4M
2 Green Court Capital Management Ltd 15.37% 293,420 $16.6M
3 Discerene Group LP 11.28% 1,885,823 $106.8M
4 Yiheng Capital Management, L.P. 9.24% 376,551 $21.3M
5 Serenity Capital Management PTE. LTD. 8.98% 656,878 $37.2M
6 BRIGHT VALLEY CAPITAL Ltd 6.49% 175,750 $10.0M
7 Aubrey Capital Management Ltd 5.31% 174,600 $9.9M
8 Shah Capital Management 3.30% 303,953 $17.2M
9 XY Capital Ltd 2.69% 47,870 $2.7M
10 Greenwoods Asset Management Hong Kong Ltd. 1.94% 1,328,218 $75.2M
11 Triata Capital Ltd 1.77% 172,299 $9.8M
12 Pinpoint Asset Management (Singapore) Pte. Ltd. 1.68% 128,543 $7.3M
13 Monolith Management Ltd 1.67% 97,961 $5.5M
14 Southeastern Asset Management Inc/Tn/ 1.45% 522,280 $29.6M
15 Oasis Management Co Ltd. 0.97% 294,382 $16.7M
16 Tairen Capital Ltd 0.95% 155,300 $8.8M
17 Collaborative Fund Advisors, LLC 0.68% 19,539 $1.1M
18 Polymer Capital Management (HK) LTD 0.53% 107,713 $6.1M
19 Carmignac Gestion 0.32% 365,386 $20.7M
20 Harvest Fund Management Co., Ltd 0.31% 128,408 $7.3M
21 Orbis Allan Gray Ltd 0.28% 1,170,951 $66.3M
22 Renaissance Technologies LLC 0.26% 2,947,864 $166.9M
23 Fox Run Management, L.L.C. 0.23% 23,773 $1.3M
24 HighVista Strategies LLC 0.19% 12,317 $698K
25 PCM Encore, LLC 0.17% 14,601 $827K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 57% buying: Last quarter: 102 funds bought or added vs 76 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 — 38% AUM from major funds: 38 of 175 holders rank in the top 100 by AUM, accounting for 38% 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?

52% of holders stayed for 2+ years: 92 out of 176 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.

Is it too late to buy New Oriental Ed & Technology (EDU) following the 2026 Q1 hedge fund 13F filings?

As of today, EDU has moved -8.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of -7.3%. Since the quarter end (March 31, 2026), EDU has gained -17.7% vs +2.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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