Free · no sign-up · Q2 2026

Which funds own EDU

New Oriental Ed & Technology in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $150m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 4 managers trimmed or sold out against 0 buying.

Managers holding: 2; at least, of 91 current
Combined value: $150m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 4; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Renaissance Technologies LLC Quantitative · $72.6bn book	$131m	0.2%	2,857,164	-$36m-90,700	Trimmed
Southeastern Asset Management Inc Value · $1.9bn book	$19m	1.0%	411,598	-$11m-110,682	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Walleye Capital LLC · Multi-strategy$4.0m held before
MFS Investment Management · Long-only$3.3m held before

Ownership through time

At least 3 of the 95 managers whose filings are on file listed EDU in Q2 2026, against 6 in Q2 2022. 1 manager fewer than in Q1 2026: 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Man Group PLC473,461 to 609,300 shares+$6.2m

Largest decreases, by shares

Southeastern Asset Management Inc522,280 to 411,598 shares-$5.1m
Renaissance Technologies LLC2,947,864 to 2,857,164 shares-$4.2m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Renaissance Technologies LLC	Q2 2022	$272m	$131m
Man Group PLC	Q4 2023	$47m	$28m
Southeastern Asset Management Inc	Q4 2025	$30m	$19m
Fidelity (FMR LLC)	Q3 2023	$488m	last listed Q1 2024
T. Rowe Price Associates Inc	Q3 2024	$250m	last listed Q4 2024
Baupost Group LLC	Q2 2022	$209m	last listed Q3 2023
Farallon Capital Management LLC	Q2 2022	$192m	last listed Q4 2025
Point72 Asset Management LP	Q1 2023	$97m	last listed Q1 2026
Voloridge Investment Management LLC	Q4 2022	$79m	last listed Q4 2024
Marshall Wace LLP	Q4 2022	$63m	last listed Q1 2024
Two Sigma Advisers LP	Q2 2022	$60m	last listed Q4 2023
Arrowstreet Capital LP	Q3 2023	$54m	last listed Q2 2024
D. E. Shaw & Co.	Q4 2022	$44m	last listed Q4 2022

What EDU is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around EDU →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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