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TAL Education Group

356 hedge funds and large institutions have $19.2B invested in TAL Education Group in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 111 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 111

20% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 54

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

2% more funds holding

Funds holding: 349356 (+7)

1.52% more ownership

Funds ownership: 266.77%268.29% (+1.5%)

25% less capital invested

Capital invested by funds: $25.6B → $19.2B (-$6.38B)

80% less call options, than puts

Call options by funds: $156M | Put options by funds: $794M

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
6.25%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
65
Increased
143
Reduced
111
Closed
54
Calls
$156M
Puts
$794M
Net Calls
-$638M
Net Calls Change
-$491M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$839K -$191K -2,604 -14%
DILIC
227
Dai-ichi Life Insurance Company
Japan
$800K -$421K -5,749 -28%
TPM
228
Triasima Portfolio Management
Quebec, Canada
$779K +$458K +6,250 +76%
ECM
229
ExodusPoint Capital Management
New York
$776K +$1.06M +14,416 New
UH
230
Unigestion Holding
Switzerland
$771K -$14.1M -192,744 -93%
MSR
231
Main Street Research
Connecticut
$769K
B
232
BP
United Kingdom
$704K -$170K -2,322 -15%
MYLI
233
Meiji Yasuda Life Insurance
Japan
$687K
LCM
234
Legato Capital Management
California
$684K +$241K +3,294 +35%
Principal Financial Group
235
Principal Financial Group
Iowa
$672K -$7.74M -105,801 -89%
LFAS
236
Level Four Advisory Services
Texas
$671K -$138K -1,888 -13%
CG
237
Cutler Group
California
$663K -$718K -9,811 -44%
BCM
238
Bayesian Capital Management
New York
$643K +$874K +11,946 New
GT
239
Greenleaf Trust
Michigan
$631K
CGH
240
Crossmark Global Holdings
Texas
$612K -$84.9K -1,160 -9%
PP
241
Paloma Partners
Connecticut
$600K +$815K +11,135 New
SIA
242
Sit Investment Associates
Minnesota
$595K -$318K -4,350 -28%
SEC
243
Seven Eight Capital
New York
$592K
RBA
244
Richard Bernstein Advisors
New York
$589K -$1.15M -15,778 -59%
MSL
245
Mackay Shields LLC
New York
$566K
DnB Asset Management
246
DnB Asset Management
Norway
$565K
OAM
247
Oberweis Asset Management
Illinois
$539K -$1.46M -20,000 -67%
VRS
248
Virginia Retirement Systems
Virginia
$522K -$14.6K -200 -2%
QC
249
Quadrature Capital
United Kingdom
$510K +$693K +9,469 New
MTIM
250
Marathon Trading Investment Management
Pennsylvania
$501K -$984K -13,440 -59%

TAL Hedge Fund Activity: Q1 2021 in Review

356 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2021, worth a combined $19.2B — down 25% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TAL positions and 54 closed out — a net gain of 11 holders — while 143 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $380M. The largest seller was HHLR Advisors, exiting entirely with an estimated $290M sold.

  • 356 institutional investors held TAL Education Group (TAL) as of Q1 2021, up from 349 in Q4 2020.
  • Funds reported $19.2B of TAL Education Group stock for Q1 2021, down 25% quarter-over-quarter.
  • 65 funds opened new TAL Education Group positions in Q1 2021 and 54 closed out, a net change of +11 holders.
  • The largest TAL Education Group buyer in Q1 2021 was Morgan Stanley, an estimated $380M added.
  • The largest TAL Education Group seller in Q1 2021 was HHLR Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.