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TAL Education Group
TAL

209 hedge funds and large institutions have $1.11B invested in TAL Education Group in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

31% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $44.8M

14.01% more ownership

Funds ownership: 177.07% → 191.09% (+14%)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 208 → 209 (+1)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

13% less capital invested

Capital invested by funds: $1.27B → $1.11B (-$163M)

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
40
Increased
66
Reduced
68
Closed
36
Calls
$58.5M
Puts
$44.8M
Net Calls
+$13.7M
Net Calls Change
+$49M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$52.8M
2
Bank of America
Bank of America
North Carolina
+$46.8M
3
Morgan Stanley
Morgan Stanley
New York
+$33.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$31.4M
5
BCP
BSN Capital Partners
United Kingdom
+$31.1M

Top Sellers

1
YCM
Yiheng Capital Management
California
-$57.2M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$50.4M
3
PHK
Point72 Hong Kong
Hong Kong
-$37M
4
Group One Trading
Group One Trading
Illinois
-$22M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
126
First Trust Direct Indexing
Massachusetts
$131K -$93.4K -20,661 -38%
Cerity Partners
127
Cerity Partners
New York
$126K +$142K +31,477 New
MML Investors Services
128
MML Investors Services
Massachusetts
$124K -$90.4K -20,015 -39%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$119K – – –
RG
130
Rathbones Group
United Kingdom
$119K – – –
Axa
131
Axa
France
$118K -$2.57M -568,965 -95%
Wolverine Trading
132
Wolverine Trading
Illinois
$118K -$381K -84,319 -74%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$118K +$135K +29,928 New
Nomura Asset Management
134
Nomura Asset Management
Japan
$117K – – –
Tudor Investment Corp
135
Tudor Investment Corp
Connecticut
$116K +$133K +29,441 New
CS
136
Candriam SCA
Luxembourg
$115K -$130K -28,700 -50%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$111K +$56K +12,400 +78%
LNWWM
138
Laird Norton Wetherby Wealth Management
California
$108K +$124K +27,533 New
SEI Investments
139
SEI Investments
Pennsylvania
$106K -$118K -26,083 -49%
BCV
140
Banque Cantonale Vaudoise
Switzerland
$105K -$10.9K -2,414 -8%
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$104K +$119K +26,403 New
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$102K -$17.9K -3,959 -13%
Ameriprise
143
Ameriprise
Minnesota
$101K -$9.23K -2,043 -7%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$99K -$134K -29,584 -54%
GCP
145
GSA Capital Partners
United Kingdom
$99K +$114K +25,279 New
QOP
146
Quinn Opportunity Partners
Virginia
$98K – – –
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$96K +$110K +24,364 New
LWAM
148
Legacy Wealth Asset Management
Minnesota
$96K +$111K +24,526 New
AGM
149
Alpine Global Management
New York
$96K +$111K +24,534 New
RIM
150
Redpoint Investment Management
Australia
$94K – – –
4 5
6
7 8

TAL Hedge Fund Activity: Q4 2021 in Review

209 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2021, worth a combined $1.11B — down 13% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TAL positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 68 trimmed.

The largest buyer was UBS Group, adding an estimated $52.8M. The largest seller was Yiheng Capital Management, cutting an estimated $57.2M.

  • 209 institutional investors held TAL Education Group (TAL) as of Q4 2021, up from 208 in Q3 2021.
  • Funds reported $1.11B of TAL Education Group stock for Q4 2021, down 13% quarter-over-quarter.
  • 40 funds opened new TAL Education Group positions in Q4 2021 and 36 closed out, a net change of +4 holders.
  • The largest TAL Education Group buyer in Q4 2021 was UBS Group, an estimated $52.8M added.
  • The largest TAL Education Group seller in Q4 2021 was Yiheng Capital Management, an estimated $57.2M sold.

Based on aggregated 13F filings for Q4 2021.