NEW ORIENTAL ED & TECHNOLOGY EDU
SPON ADR · ADR · CUSIP 647581206 · ISIN US6475812060
Provider of private educational services in China
- IndustryServices-Educational Services
- HeadquartersBeijing, People's Republic of China
- Founded1993
- Websiteneworiental.org
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.16. Options: 7 managers hold calls ($43.0m notional), 6 hold puts ($4.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 153 |
| Q4 2022 | 182 |
| Q1 2023 | 176 |
| Q2 2023 | 177 |
| Q3 2023 | 189 |
| Q4 2023 | 236 |
| Q1 2024 | 255 |
| Q2 2024 | 228 |
| Q3 2024 | 215 |
| Q4 2024 | 204 |
| Q1 2025 | 167 |
| Q2 2025 | 167 |
| Q3 2025 | 154 |
| Q4 2025 | 165 |
| Q1 2026 | 178 |
| Q2 2026 | 168 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 105 | 127 |
| Q4 2024 | 89 | 132 |
| Q1 2025 | 78 | 122 |
| Q2 2025 | 68 | 97 |
| Q3 2025 | 69 | 94 |
| Q4 2025 | 75 | 71 |
| Q1 2026 | 98 | 65 |
| Q2 2026 | 77 | 99 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $25.2m | $33.1m | 1.31 |
| Q4 2025 | $48.0m | $54.0m | 1.13 |
| Q1 2026 | $28.4m | $35.9m | 1.26 |
| Q2 2026 | $43.0m | $4.8m | 0.11 |
Biggest buyers
| Discerene Group LP | Added | +1.2m |
| Orbis Allan Gray Ltd | Added | +991.5k |
| UBS Group AG | Added | +495.1k |
| Monolith Management Ltd | Added | +341.5k |
| Qube Research & Technologies Ltd | New | +248.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +238.8k |
| CITADEL ADVISORS LLC | Added | +216.7k |
| PRINCIPAL FINANCIAL GROUP INC | New | +189.3k |
| Capital World Investors | New | +144.5k |
| Man Group plc | Added | +135.8k |
Biggest sellers
| Greenwoods Asset Management Hong Kong Ltd. | Sold out | -1.3m |
| FMR LLC | Reduced | -998.3k |
| MORGAN STANLEY | Reduced | -706.0k |
| BlackRock, Inc. | Reduced | -420.8k |
| Yiheng Capital Management, L.P. | Reduced | -374.9k |
| Green Court Capital Management Ltd | Sold out | -293.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -288.2k |
| First Beijing Investment Ltd | Reduced | -261.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -212.3k |
| Balyasny Asset Management L.P. | Reduced | -177.1k |
Biggest calls
| Yiheng Capital Management, L.P. | New | $24.6m536.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.3m223.4k shares |
| CITADEL ADVISORS LLC | Reduced | $4.5m99.1k shares |
| IMC-Chicago, LLC | Reduced | $2.4m51.5k shares |
| JANE STREET GROUP, LLC | Reduced | $766.7k16.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $449.9k9.8k shares |
| GROUP ONE TRADING LLC | Reduced | $13.8k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m27.3k shares |
| IMC-Chicago, LLC | Reduced | $1.2m25.2k shares |
| CITADEL ADVISORS LLC | Reduced | $918.2k20.0k shares |
| GROUP ONE TRADING LLC | Reduced | $752.9k16.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $436.1k9.5k shares |
| JANE STREET GROUP, LLC | Reduced | $266.3k5.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| First Beijing Investment Ltd 13G · passive investor filed 2026-05-13 | 10.9% |
| Invesco Ltd. 13G · institution new · filed 2026-05-06 | 5.4% |
Fell to 5% or below in the last year: NORGES BANK (4.8%, 2026-08-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $4.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-10 | Zhou Chenggang Director · ADS | Sold | $3.2m56.9k shares |
| 2026-08-07 | Zhou Chenggang Director · ADS | Sold | $735.1k13.1k shares |
| 2026-08-03 | Zhuge Yue Director · ADS | Sold | $95.3k1.6k shares |
| 2026-07-31 | Zhuge Yue Director · ADS | Sold | $33.6k570 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| First Beijing Investment Ltd 16.41% of their portfolio | 8.7m $401.0m | Reduced -261.3k |
| Invesco Ltd. 0.02% of their portfolio | 4.8m $221.2m | Reduced -40.6k |
| Aspex Management (HK) Ltd 2.34% of their portfolio | 4.5m $207.7m | Reduced -9.1k |
| Discerene Group LP 15.89% of their portfolio | 3.1m $141.3m | Added +1.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.18% of their portfolio | 2.9m $131.2m | Reduced -90.7k |
| Orbis Allan Gray Ltd 0.34% of their portfolio | 2.2m $99.3m | Added +991.5k |
| ALKEON CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 1.7m $79.3m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 1.7m $78.2m | Added +495.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $67.8m | Reduced -114.4k |
| FEDERATED HERMES, INC. 0.10% of their portfolio | 1.4m $66.5m | Added +12.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $65.8m | Reduced -706.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 1.1m $51.3m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.1m $61.5m | Added +77.5k |
| BlackRock, Inc. 0.00% of their portfolio | 1.0m $47.2m | Reduced -420.8k |
| FMR LLC 0.00% of their portfolio | 952.4k $43.7m | Reduced -998.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 786.4k $36.1m | Added +216.7k |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. 10.62% of their portfolio | 767.3k $35.2m | Added +110.4k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 695.0k $31.9m | Reduced -92.8k |
| Man Group plc 0.05% of their portfolio | 609.3k $28.0m | Added +135.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 590.6k $27.1m | Reduced -102.5k |
| Amundi 0.01% of their portfolio | 510.8k $23.4m | Added +3.0k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 456.2k $20.9m | Added +129.0k |
| Monolith Management Ltd 12.16% of their portfolio | 439.5k $20.2m | Added +341.5k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 0.99% of their portfolio | 411.6k $18.9m | Reduced -110.7k |
| Carmignac Gestion 0.22% of their portfolio | 368.4k $16.9m | Added +3.0k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 350.0k $16.1m | Reduced -122.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 300.3k $13.8m | Reduced -120.9k |
| SHAH CAPITAL MANAGEMENT 2.57% of their portfolio | 294.9k $13.5m | Reduced -9.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 248.6k $11.4m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 242.5k $11.1m | Added +238.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 208.0k $9.6m | Added +110.1k |
| FIL Ltd 0.01% of their portfolio | 203.0k $9.3m | Added +52.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 189.3k $8.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 177.2k $8.1m | Reduced -51.6k |
| Oasis Management Co Ltd. 0.81% of their portfolio | 162.7k $7.5m | Reduced -131.7k |
| Capital World Investors 0.00% of their portfolio | 144.5k $6.6m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 129.7k $5.9m | Reduced -2.6k |
| Harvest Fund Management Co., Ltd 0.19% of their portfolio | 125.4k $5.8m | Reduced -3.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 106.6k $4.9m | Reduced -11.2k |
| Tairen Capital Ltd 0.42% of their portfolio | 102.7k $4.7m | Reduced -52.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 101.6k $4.7m | Added +52.8k |
| Legal & General Group Plc 0.00% of their portfolio | 95.0k $4.4m | Unchanged |
| Boston Partners 0.00% of their portfolio | 91.4k $4.2m | Reduced -30.7k |
| AIA Group Ltd 0.05% of their portfolio | 82.6k $3.8m | Reduced -10.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 73.0k $3.4m | New |
| Polymer Capital Management (HK) LTD 0.33% of their portfolio | 70.8k $3.3m | Reduced -36.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 68.5k $3.1m | Reduced -212.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 54.8k $2.5m | Added +5.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 53.7k $2.5m | Added +33.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 50.0k $2.3m | Reduced -82.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 48.5k $2.2m | Reduced -288.2k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 43.3k $2.0m | Added +32.7k |
| BARCLAYS PLC 0.00% of their portfolio | 40.6k $1.9m | Added +18.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 40.5k $1.9m | Added +8.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 38.4k $1.8m | Added +15.3k |
| US BANCORP \DE\ 0.00% of their portfolio | 35.9k $1.6m | Added +86 |
| Swedbank AB 0.00% of their portfolio | 35.7k $1.6m | Unchanged |
| FACTORY MUTUAL INSURANCE CO 0.01% of their portfolio | 32.7k $1.5m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 31.7k $1.5m | Reduced -3 |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.02% of their portfolio | 31.0k $1.4m | Reduced -27.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 28.5k $1.3m | Reduced -8.8k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 27.7k $1.3m | Added +6.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 26.0k $1.2m | Reduced -312 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. 0.24% of their portfolio | 26.0k $1.2m | Reduced -102.5k |
| CITIGROUP INC 0.00% of their portfolio | 22.6k $1.0m | Reduced -161.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 22.5k $1.0m | Added +20.3k |
| Tower Research Capital LLC (TRC) 0.02% of their portfolio | 22.0k $1.0m | Added +20.9k |
| Jain Global LLC 0.01% of their portfolio | 21.7k $996.6k | New |
| FOX RUN MANAGEMENT, L.L.C. 0.16% of their portfolio | 20.6k $945.5k | Reduced -3.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 20.6k $944.8k | Unchanged |
| HighVista Strategies LLC 0.21% of their portfolio | 20.5k $942.9k | Added +8.2k |
| PROFUND ADVISORS LLC 0.03% of their portfolio | 20.5k $941.0k | Added +457 |
| XTX Topco Ltd 0.01% of their portfolio | 19.2k $883.5k | Added +1.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 18.3k $839.0k | Reduced -32.6k |
| Laird Norton Wetherby Trust Company, LLC 0.01% of their portfolio | 16.7k $765.2k | Reduced -331 |
| OVERSEA-CHINESE BANKING Corp Ltd 0.02% of their portfolio | 16.1k $741.3k | Unchanged |
| DV EQUITIES, LLC 0.11% of their portfolio | 16.0k $735.1k | First filing |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 15.9k $728.5k | Added +1.6k |
| BlueCrest Capital Management Ltd 0.03% of their portfolio | 15.8k $725.4k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 14.9k $682.7k | Reduced -11.1k |
| PCM Encore, LLC 0.12% of their portfolio | 14.6k $670.3k | Reduced -1 |
| Crossmark Global Holdings, Inc. 0.01% of their portfolio | 13.9k $640.3k | Added +8.8k |
| XY Capital Ltd 0.72% of their portfolio | 13.6k $625.3k | Reduced -34.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 12.8k $587.7k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 12.7k $585.2k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.6k $533.9k | Reduced -257 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 11.0k $507.3k | New |
| Collaborative Fund Advisors, LLC 0.29% of their portfolio | 10.8k $496.3k | Reduced -8.7k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 10.0k $461.2k | Reduced -26 |
| Prescott Group Capital Management, L.L.C. 0.04% of their portfolio | 10.0k $459.1k | Unchanged |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 0.07% of their portfolio | 10.0k $459.1k | Reduced -17.4k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 9.6k $439.6k | Added +2.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 9.3k $426.8k | Reduced -177.1k |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 8.9k $425.4k | Reduced -539 |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio | 8.5k $391.4k | Reduced -2.0k |
| WINTON GROUP Ltd 0.01% of their portfolio | 8.2k $376.5k | New |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 8.0k $436.0k | Unchanged |
| Vident Advisory, LLC 0.00% of their portfolio | 7.7k $355.1k | Added +1.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 7.5k $343.4k | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 7.0k $321.4k | Unchanged |