HSBC HOLDINGS PLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 873630
LONDON, X0
Position in EDU
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,308,944
-$145,661 QoQ
Shares Held
23,114
-12.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Derivatives in EDU
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$2,868
PutShares
49
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026HSBC HOLDINGS PLC holds $42,921,869 across 13 Education & Training Services names. EDU ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
2,858,352 | $32,499,460 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
12,003 | $2,040,868 | |
| 3 | LAUR |
Laureate Education, Inc.
|
45,254 | $1,576,649 | |
| 4 | STRA |
Strategic Education, Inc.
|
16,783 | $1,392,317 | |
| 5 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
23,114 | $1,308,944 | |
| 6 | COUR |
Coursera, Inc.
|
185,690 | $1,080,715 | |
| 7 | APEI |
American Public Education Inc
|
17,912 | $1,018,834 | |
| 8 | CVSA |
Covista Inc.
|
6,646 | $765,951 |
All Filings in EDU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,308,944 | 23,114 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,454,605 | 26,433 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $999,837 | 18,840 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,234,608 | 41,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,113,408 | 148,785 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $33,700,979 | 525,101 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,248,477 | 398,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,400,018 | 210,987 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,110,027 | 231,629 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,066,901 | 96,437 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,462,069 | 93,289 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $2,868 | 49 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $15,343,324 | 388,537 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,308,826 | 370,599 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,998,843 | 1,177,451 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,156,841 | 298,575 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,168,772 | 302,985 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||