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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
VAM
376
Veritas Asset Management
United Kingdom
-$1.07M -15,000 Closed
EAMA
377
EFG Asset Management (Americas)
Florida
-$968K -13,571 Closed
PF
378
Phoenix Financial
Israel
-$801K -11,208 Closed
CG
379
Carmignac Gestion
France
-$799K -11,178 Closed
CCP
380
Clough Capital Partners
Massachusetts
-$708K -9,900 Closed
AII
381
AGF Investments Inc
Ontario, Canada
-$671K -9,384 Closed
VFA
382
Voya Financial Advisors
Connecticut
-$541K -7,536 Closed
VAS
383
Vestmark Advisory Solutions
Massachusetts
-$437K -6,117 Closed
SO
384
STRS Ohio
Ohio
-$371K -5,200 Closed
PCS
385
Personal CFO Solutions
New Jersey
-$359K -5,018 Closed
Creative Planning
386
Creative Planning
Kansas
-$350K -4,890 Closed
Truist Financial
387
Truist Financial
North Carolina
-$292K -4,086 Closed
SA
388
Shilanski & Associates
Alaska
-$273K -3,820 Closed
DZ Bank
389
DZ Bank
Germany
-$271K -3,789 Closed
MIFH
390
Migdal Insurance & Financial Holdings
Israel
-$268K -3,754 Closed
TC
391
TownSquare Capital
Utah
-$259K -3,627 Closed
WI
392
WrapManager Inc
California
-$255K -3,568 Closed
FI
393
FormulaFolio Investments
Michigan
-$249K -3,478 Closed
M&T Bank
394
M&T Bank
New York
-$243K -3,399 Closed
PM
395
Parametrica Management
Hong Kong
-$242K -3,383 Closed
HSA
396
HBK Sorce Advisory
Pennsylvania
-$219K -3,067 Closed
MS
397
Mizuho Securities
Japan
-$219K -3,060 Closed
RCA
398
Resonant Capital Advisors
Wisconsin
-$215K -3,000 Closed
William Blair & Company
399
William Blair & Company
Illinois
-$209K -2,929 Closed
FTDI
400
First Trust Direct Indexing
Massachusetts
-$127K -1,778 Closed

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.