HSBC HOLDINGS PLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 873630
LONDON, X0
Position in EDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,761,887
+$452,943 QoQ
Shares Held
38,377
+66.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 169 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026HSBC HOLDINGS PLC holds $52,066,898 across 14 Education & Training Services names. EDU ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
3,465,692 | $33,166,669 | |
| 2 | APEI |
American Public Education Inc
|
80,658 | $4,331,334 | |
| 3 | CVSA |
Covista Inc.
|
29,614 | $3,691,681 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
|
13,142 | $1,880,749 | |
| 5 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
38,377 | $1,761,887 | |
| 6 | LINC |
Lincoln Educational Services Corp
|
33,479 | $1,670,602 | |
| 7 | STRA |
Strategic Education, Inc.
|
20,567 | $1,575,843 | |
| 8 | LAUR |
Laureate Education, Inc.
|
32,628 | $1,185,048 |
All Filings in EDU
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,761,887 | 38,377 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,308,944 | 23,114 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,454,605 | 26,433 | Shares | Defined | 2026-03-06 | |
| 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 | |
| 2022-03-31 | $14,950 | 130,000 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $634,671 | 5,518,903 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $48,300 | 230,000 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $712,727 | 3,393,957 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $480,370 | 2,343,280 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $94,300 | 460,000 | Call | Defined | 2021-11-12 | |
| 2021-06-30 | $2,032,794 | 2,482,048 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $2,422 | 2,958 | Principal | Sole | 2021-08-13 | |
| 2021-03-31 | $795 | 568 | Principal | Defined | 2021-05-14 | |
| 2021-03-31 | $4,433,401 | 3,166,716 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $27,860 | 19,900 | Call | Sole | 2021-05-14 | |
| 2020-09-30 | $21,062,289 | 1,408,849 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,491,460 | 1,343,121 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,128,758 | 1,305,318 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $43,296 | 4,000 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||