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.

Institutional Sentiment Summary — EDU

In 2025 Q4, 87 hedge funds were net buyers of EDU (36 opened a new position, 51 added to an existing one), while 72 reduced or exited (48 trimmed, 24 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 29% 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: 157.

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

Consumer Defensive Education & Training Services

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

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 9 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) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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 Aubrey Capital Management Ltd 5.31% 174,600 $9.9M
2 SHAH CAPITAL MANAGEMENT 3.30% 303,953 $17.2M
3 Greenwoods Asset Management Hong Kong Ltd. 1.94% 1,328,218 $75.2M
4 Collaborative Fund Advisors, LLC 0.68% 19,539 $1.1M
5 West Family Investments, Inc. 0.14% 6,854 $388K
6 AIA Group Ltd 0.08% 93,342 $5.3M
7 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.06% 10,000 $566K
8 GSA CAPITAL PARTNERS LLP 0.04% 12,332 —
9 PROFUND ADVISORS LLC 0.04% 20,040 $1.1M
10 OVERSEA-CHINESE BANKING Corp Ltd 0.02% 16,143 $914K
11 FACTORY MUTUAL INSURANCE CO 0.02% 32,719 $1.9M
12 Walleye Trading LLC 0.02% 192,900 $10.9M
13 Walleye Capital LLC 0.02% 69,204 $3.9M
14 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% 10,554 $598K
15 CenterBook Partners LP 0.01% 3,742 $212K
16 Brooklyn Investment Group 0.01% 5,804 $329K
17 UBS Group AG 0.01% 1,207,451 $68.4M
18 Bayforest Capital Ltd 0.01% 127 $7K
19 B. Metzler seel. Sohn & Co. AG 0.01% 14,314 $811K
20 Y-Intercept (Hong Kong) Ltd 0.01% 5,891 $334K
21 STOREBRAND ASSET MANAGEMENT AS 0.01% 37,314 $2.1M
22 HANTZ FINANCIAL SERVICES, INC. 0.00% 4,436 —
23 Leonteq Securities AG 0.00% 1,510 $86K
24 SG Americas Securities, LLC 0.00% 50,900 $3K
25 Parallel Advisors, LLC 0.00% 2,744 $155K
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.