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
↑ +14
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — EDU

Based on 179 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 — 75% of 3.0Y peak

75% of all-time peak
179 funds currently hold this stock — 75% 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 — +8% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

104 buying76 selling
Last quarter: 104 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 — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 23 → 36 → 39. 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 ■ 20% new
93 out of 179 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 → 34 → 23 → 36 → 39 new funds/Q
New funds entering each quarter: 34 → 23 → 36 → 39. A growing number of institutions are discovering EDU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 192 holders: 129 (67%) are 2+ year veterans, 22 entered 1–2 years ago, and 41 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
40 of 178 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in EDU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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, 104 hedge funds were net buyers of EDU (39 opened a new position, 65 added to an existing one), while 76 reduced or exited (51 trimmed, 25 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in EDU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 179.

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 Q2 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 June 30, 2026 · 46d ago
EDU
+14.4%
XLP
+3.6%

EDU outperformed XLP by +10.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
EDU
+0.0%
XLP
+0.0%

Since the filing became public, EDU outperformed XLP by +0.0% .

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
2026 Q2 Stats Unlock in 4 days 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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 16.41% 8,733,979 $401.0M
2 Discerene Group LP 15.89% 3,077,987 $141.3M
3 Serenity Capital Management PTE. LTD. 10.62% 767,324 $35.2M
4 Monolith Management Ltd 9.11% 439,500 $20.2M
5 Yiheng Capital Management, L.P. 8.45% 536,351 $24.6M
6 Shah Capital Management 2.57% 294,866 $13.5M
7 Southeastern Asset Management Inc/Tn/ 0.99% 411,598 $18.9M
8 XY Capital Ltd 0.60% 13,620 $625K
9 Tairen Capital Ltd 0.42% 102,700 $4.7M
10 Oasis Management Co Ltd. 0.40% 162,654 $7.5M
11 Orbis Allan Gray Ltd 0.34% 2,162,403 $99.3M
12 Collaborative Fund Advisors, LLC 0.29% 10,811 $496K
13 Pinpoint Asset Management (Singapore) Pte. Ltd. 0.24% 25,998 $1.2M
14 Carmignac Gestion 0.22% 368,392 $16.9M
15 HighVista Strategies LLC 0.21% 20,537 $943K
16 Renaissance Technologies LLC 0.18% 2,857,164 $131.2M
17 Polymer Capital Management (HK) LTD 0.16% 70,826 $3.3M
18 Fox Run Management, L.L.C. 0.16% 20,594 $945K
19 PCM Encore, LLC 0.12% 14,600 $670K
20 Alkeon Capital Management LLC 0.11% 1,727,986 $79.3M
21 Dv Equities, LLC 0.11% 16,012 $735K
22 Federated Hermes, INC. 0.10% 1,447,999 $66.5M
23 West Family Investments, Inc. 0.09% 6,989 $321K
24 Bridgefront Capital, LLC 0.08% 6,833 $314K
25 Jump Financial, LLC 0.07% 104,000 $5.0M
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 — 58% buying: Last quarter: 104 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?

Elite ownership — 43% AUM from top-100 funds: 40 of 178 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in EDU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EDU?

52% of holders stayed for 2+ years: 93 out of 179 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 Q2 hedge fund 13F filings?

As of today, EDU has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EDU has gained +14.4% vs +3.6% 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.

Full history →