Also trades as: 9901.HK (HKSE) · $vol 21M
EDU Institutional Ownership
New Oriental Education & Technology Group Inc.
1W: -5.2%
1M: +3.8%
3M: -1.0%
YTD: +0.2%
1Y: -2.5%
3Y: -1.8%
5Y: +139.6%
$57.99
-0.36 (-0.62%)
Weekly Expected Move ±3.9%
$54
$56
$58
$61
$63
Credit Risk of going bust: lower than 82% of companies Debt: 8.6% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.28 (down 99.5%), New Oriental Education & Technology Group Inc. would be worth roughly what it owes.
Total debt $848.8M against a stock market value of $8.99B.
Distance to default 10.23 (Merton model): prices to 2026-10-27, balance sheet 2026-05-31, debt counted $285.0M (short-term plus half of long-term), stock volatility 34.9%; Altman Z'' 2.88. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $848.8M against a stock market value of $8.99B.
Distance to default 10.23 (Merton model): prices to 2026-10-27, balance sheet 2026-05-31, debt counted $285.0M (short-term plus half of long-term), stock volatility 34.9%; Altman Z'' 2.88. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Dark Pool
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Institutional Ownership — EDU
206
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
29
New Positions
51
Increased
100
Reduced
35
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (226 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Beijing Investment Ltd | 8,733,979 | $506M | -261,279 | -2.9% | 7Q | SEC ↗ |
| 2 | Invesco Ltd. | 4,817,200 | $279M | -40,578 | -0.8% | 17Q | SEC ↗ |
| 3 | Aspex Management (HK) Ltd | 4,523,574 | $262M | -9,091 | -0.2% | 9Q | SEC ↗ |
| 4 | Discerene Group LP | 3,077,987 | $178M | +1,192,164 | +63.2% | 6Q | SEC ↗ |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 2,857,164 | $166M | -90,700 | -3.1% | 17Q | SEC ↗ |
| 6 | Orbis Allan Gray Ltd | 2,162,403 | $125M | +991,452 | +84.7% | 4Q | SEC ↗ |
| 7 | ALKEON CAPITAL MANAGEMENT LLC | 1,727,986 | $100M | — | +0.0% | 17Q | SEC ↗ |
| 8 | UBS Group AG | 1,702,544 | $99M | +495,093 | +41.0% | 17Q | SEC ↗ |
| 9 | UBS AM, a distinct business unit of UB | 1,477,776 | $86M | -114,387 | -7.2% | 3Q | SEC ↗ |
| 10 | FEDERATED HERMES, INC. | 1,447,999 | $84M | +12,129 | +0.8% | 4Q | SEC ↗ |
| 11 | MORGAN STANLEY | 1,433,721 | $83M | -705,959 | -33.0% | 17Q | SEC ↗ |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,109,993 | $64M | — | +0.0% | 13Q | SEC ↗ |
| 13 | ALLIANCEBERNSTEIN L.P. | 1,085,798 | $63M | +77,452 | +7.7% | 2Q | SEC ↗ |
| 14 | BlackRock, Inc. | 1,027,386 | $60M | -420,750 | -29.1% | 8Q | SEC ↗ |
| 15 | FMR LLC | 952,436 | $55M | -998,260 | -51.2% | 17Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 786,424 | $46M | +216,714 | +38.0% | 12Q | SEC ↗ |
| 17 | SERENITY CAPITAL MANAGEMENT PTE. LTD. | 767,324 | $44M | +110,446 | +16.8% | 7Q | SEC ↗ |
| 18 | Point72 Asset Management, L.P. | 694,983 | $40M | -92,837 | -11.8% | 3Q | SEC ↗ |
| 19 | Man Group plc | 609,300 | $35M | +135,839 | +28.7% | 5Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 590,619 | $34M | -102,489 | -14.8% | 15Q | SEC ↗ |
| 21 | Amundi | 510,778 | $30M | +3,004 | +0.6% | 17Q | SEC ↗ |
| 22 | LAZARD ASSET MANAGEMENT LLC | 456,177 | $26M | +128,994 | +39.4% | 2Q | SEC ↗ |
| 23 | Monolith Management Ltd | 439,500 | $25M | +341,539 | +348.6% | 5Q | SEC ↗ |
| 24 | SOUTHEASTERN ASSET MANAGEMENT INC/TN | 411,598 | $24M | -110,682 | -21.2% | 3Q | SEC ↗ |
| 25 | Carmignac Gestion | 368,392 | $21M | +3,006 | +0.8% | 16Q | SEC ↗ |
| 26 | MACKENZIE FINANCIAL CORP | 350,003 | $20M | -122,615 | -25.9% | 5Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 300,267 | $17M | -120,918 | -28.7% | 15Q | SEC ↗ |
| 28 | SHAH CAPITAL MANAGEMENT | 294,866 | $17M | -9,087 | -3.0% | 11Q | SEC ↗ |
| 29 | Qube Research & Technologies Ltd NEW | 248,637 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 242,500 | $14M | +238,813 | +6477.2% | 2Q | SEC ↗ |
| 31 | MARSHALL WACE, LLP | 208,026 | $12M | +110,113 | +112.5% | 4Q | SEC ↗ |
| 32 | FIL Ltd | 203,042 | $12M | +52,710 | +35.1% | 3Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC NEW | 189,300 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 34 | BNP PARIBAS FINANCIAL MARKETS | 177,232 | $10M | -51,644 | -22.6% | 7Q | SEC ↗ |
| 35 | Oasis Management Co Ltd. | 162,654 | $9M | -131,728 | -44.7% | 9Q | SEC ↗ |
| 36 | Capital World Investors NEW | 144,529 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 37 | ACADIAN ASSET MANAGEMENT LLC | 129,654 | $8M | -2,621 | -2.0% | 3Q | SEC ↗ |
| 38 | Harvest Fund Management Co., Ltd | 125,405 | $7M | -3,003 | -2.3% | 16Q | SEC ↗ |
| 39 | NORTHERN TRUST CORP | 106,617 | $6M | -11,199 | -9.5% | 17Q | SEC ↗ |
| 40 | Tairen Capital Ltd | 102,700 | $6M | -52,600 | -33.9% | 4Q | SEC ↗ |
| 41 | BNP PARIBAS ASSET MANAGEMENT Holding S | 101,588 | $6M | +52,841 | +108.4% | 2Q | SEC ↗ |
| 42 | Legal & General Group Plc | 95,018 | $6M | — | +0.0% | 17Q | SEC ↗ |
| 43 | Boston Partners | 91,420 | $5M | -30,742 | -25.2% | 3Q | SEC ↗ |
| 44 | AIA Group Ltd | 82,643 | $5M | -10,699 | -11.5% | 3Q | SEC ↗ |
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 73,000 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Polymer Capital Management (HK) LTD | 70,826 | $4M | -36,887 | -34.2% | 11Q | SEC ↗ |
| 47 | MILLENNIUM MANAGEMENT LLC | 68,550 | $4M | -212,308 | -75.6% | 17Q | SEC ↗ |
| 48 | Quantinno Capital Management LP | 54,788 | $3M | +5,926 | +12.1% | 11Q | SEC ↗ |
| 49 | Mitsubishi UFJ Trust & Banking Corp | 53,732 | $3M | +33,005 | +159.2% | 2Q | SEC ↗ |
| 50 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 50,000 | $3M | -82,525 | -62.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 248,637 | $14M |
| PRINCIPAL FINANCIAL GROUP INC | 189,300 | $11M |
| Capital World Investors | 144,529 | $8M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 73,000 | $4M |
| Jain Global LLC | 21,707 | $1M |
| DV EQUITIES, LLC | 16,012 | $929K |
| AQR CAPITAL MANAGEMENT LLC | 12,801 | $742K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 12,746 | $739K |
| Steward Partners Investment Advisor | 11,049 | $641K |
| WINTON GROUP Ltd | 8,200 | $476K |
| VICTORY CAPITAL MANAGEMENT INC | 7,479 | $434K |
| Bridgefront Capital, LLC | 6,833 | $396K |
| Vise Technologies, Inc. | 6,120 | $355K |
| ABN AMRO INVESTMENT SOLUTIONS | 6,100 | $354K |
| Focus Partners Wealth | 5,993 | $348K |
| Nuveen, LLC | 4,897 | $284K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,067 | $120K |
| BI Asset Management Fondsmaeglersel | 1,424 | $83K |
| Global Retirement Partners, LLC | 1,317 | $76K |
| Pictet Asset Management Holding SA | 1,223 | $71K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Greenwoods Asset Management Hong Ko | 1,328,218 | $77M |
| Tiger Pacific Capital LP | 428,532 | $25M |
| Green Court Capital Management Ltd | 293,420 | $17M |
| NATIONAL BANK OF CANADA /FI | 268,400 | $16M |
| FARALLON CAPITAL MANAGEMENT LLC | 196,000 | $11M |
| BRIGHT VALLEY CAPITAL Ltd | 175,750 | $10M |
| Aubrey Capital Management Ltd | 174,600 | $10M |
| Triata Capital Ltd | 172,299 | $10M |
| BAROMETER CAPITAL MANAGEMENT INC. | 121,722 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 97,525 | $6M |
| Trexquant Investment LP | 85,868 | $5M |
| Cederberg Capital Ltd | 73,048 | $4M |
| Walleye Capital LLC | 69,204 | $4M |
| Siren, L.L.C. | 62,000 | $4M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 57,767 | $3M |
| DEUTSCHE BANK AG | 47,101 | $3M |
| HRT FINANCIAL LP | 43,133 | $3M |
| Squarepoint Ops LLC | 36,227 | $2M |
| Jump Financial, LLC | 32,712 | $2M |
| IMC-Chicago, LLC | 27,534 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Discerene Group LP | +1,192,164 | +63.2% | 3,077,987 |
| Orbis Allan Gray Ltd | +991,452 | +84.7% | 2,162,403 |
| UBS Group AG | +495,093 | +41.0% | 1,702,544 |
| Monolith Management Ltd | +341,539 | +348.6% | 439,500 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +238,813 | +6477.2% | 242,500 |
| CITADEL ADVISORS LLC | +216,714 | +38.0% | 786,424 |
| Man Group plc | +135,839 | +28.7% | 609,300 |
| LAZARD ASSET MANAGEMENT LLC | +128,994 | +39.4% | 456,177 |
| SERENITY CAPITAL MANAGEMENT PTE. LT | +110,446 | +16.8% | 767,324 |
| MARSHALL WACE, LLP | +110,113 | +112.5% | 208,026 |
| ALLIANCEBERNSTEIN L.P. | +77,452 | +7.7% | 1,085,798 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +52,841 | +108.4% | 101,588 |
| FIL Ltd | +52,710 | +35.1% | 203,042 |
| Mitsubishi UFJ Trust & Banking Corp | +33,005 | +159.2% | 53,732 |
| Schonfeld Strategic Advisors LLC | +32,698 | +308.9% | 43,285 |
| Tower Research Capital LLC (TRC) | +20,901 | +1947.9% | 21,974 |
| JPMORGAN CHASE & CO | +20,321 | +947.4% | 22,466 |
| BARCLAYS PLC | +18,841 | +86.8% | 40,553 |
| HSBC HOLDINGS PLC | +15,263 | +66.0% | 38,377 |
| FEDERATED HERMES, INC. | +12,129 | +0.8% | 1,447,999 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -998,260 | -51.2% | 952,436 |
| MORGAN STANLEY | -705,959 | -33.0% | 1,433,721 |
| BlackRock, Inc. | -420,750 | -29.1% | 1,027,386 |
| Yiheng Capital Management, L.P. | -374,915 | -99.6% | 1,636 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -288,200 | -85.6% | 48,500 |
| First Beijing Investment Ltd | -261,279 | -2.9% | 8,733,979 |
| MILLENNIUM MANAGEMENT LLC | -212,308 | -75.6% | 68,550 |
| Balyasny Asset Management L.P. | -177,073 | -95.0% | 9,296 |
| CITIGROUP INC | -161,608 | -87.8% | 22,551 |
| Oasis Management Co Ltd. | -131,728 | -44.7% | 162,654 |
| MACKENZIE FINANCIAL CORP | -122,615 | -25.9% | 350,003 |
| BANK OF AMERICA CORP /DE | -120,918 | -28.7% | 300,267 |
| UBS AM, a distinct business unit of | -114,387 | -7.2% | 1,477,776 |
| SOUTHEASTERN ASSET MANAGEMENT INC/T | -110,682 | -21.2% | 411,598 |
| Pinpoint Asset Management (Singapor | -102,545 | -79.8% | 25,998 |
| GOLDMAN SACHS GROUP INC | -102,489 | -14.8% | 590,619 |
| Point72 Asset Management, L.P. | -92,837 | -11.8% | 694,983 |
| RENAISSANCE TECHNOLOGIES LLC | -90,700 | -3.1% | 2,857,164 |
| NOMURA ASSET MANAGEMENT INTERNATION | -82,525 | -62.3% | 50,000 |
| Tairen Capital Ltd | -52,600 | -33.9% | 102,700 |