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TAL Education Group

99 hedge funds and large institutions have $1.09B invested in TAL Education Group in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $783M → $1.09B (+$306M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21.32% more ownership

Funds ownership: 218.46%239.77% (+21%)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

10% more funds holding

Funds holding: 9099 (+9)

39% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $2.22M

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
26
Increased
35
Reduced
31
Closed
16
Calls
$1.37M
Puts
$2.22M
Net Calls
-$857K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$228M +$41.5M +7,809,198 +25%
Morgan Stanley
2
Morgan Stanley
New York
$143M -$213K -40,014 -0.2%
JC
3
Joho Capital
New York
$87.1M -$2.51M -472,644 -3%
PCM
4
Prime Capital Management
Hong Kong
$71.5M -$27.3M -5,144,652 -30%
Franklin Resources
5
Franklin Resources
California
$66.6M +$60.8M +11,433,468 New
Principal Financial Group
6
Principal Financial Group
Iowa
$54M -$15.6M -2,930,034 -24%
Fidelity International
7
Fidelity International
Bermuda
$36.9M -$5.82M -1,095,744 -15%
SM
8
SCGE Management
California
$34.9M -$15.2M -2,868,000 -32%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.5M +$9.01M +1,694,400 +42%
DCM
10
Driehaus Capital Management
Illinois
$28.5M +$7.37M +1,385,994 +39%
William Blair & Company
11
William Blair & Company
Illinois
$26M +$13M +2,445,822 +121%
Goldman Sachs
12
Goldman Sachs
New York
$22.4M +$10.8M +2,030,832 +112%
BAM
13
Baring Asset Management
United Kingdom
$20.4M +$18.6M +3,504,750 New
JP Morgan Chase
14
JP Morgan Chase
New York
$18.3M +$6.79M +1,276,392 +69%
BAMCO Inc
15
BAMCO Inc
New York
$17.7M +$7.07M +1,329,090 +78%
LA
16
LBN Advisers
Hong Kong
$15.2M +$13.9M +2,616,000 New
Stifel Financial
17
Stifel Financial
Missouri
$13.3M -$5.23M -983,148 -30%
TAA
18
TB Alternative Assets
Cayman Islands
$12.4M +$2.63M +493,824 +30%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$10.8M +$9.89M +1,860,360 New
Deutsche Bank
20
Deutsche Bank
Germany
$10M +$3.44M +646,512 +60%
Renaissance Technologies
21
Renaissance Technologies
New York
$9.44M -$11.3M -2,131,800 -57%
AllianceBernstein
22
AllianceBernstein
Tennessee
$8.36M +$4.84M +909,840 +173%
PRCM
23
Pine River Capital Management
Minnesota
$7.53M -$520K -97,800 -7%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$7.21M +$6.58M +1,237,800 New
FCE
25
Fiera Capital (Europe)
Cayman Islands
$5.93M +$1.18M +222,096 +28%

TAL Hedge Fund Activity: Q3 2014 in Review

99 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2014, worth a combined $1.09B — up 39% from $783M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TAL positions and 16 closed out — a net gain of 10 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $60.8M. The largest seller was Acadian Asset Management, cutting an estimated $36M.

  • 99 institutional investors held TAL Education Group (TAL) as of Q3 2014, up from 90 in Q2 2014.
  • Funds reported $1.09B of TAL Education Group stock for Q3 2014, up 39% quarter-over-quarter.
  • 26 funds opened new TAL Education Group positions in Q3 2014 and 16 closed out, a net change of +10 holders.
  • The largest TAL Education Group buyer in Q3 2014 was Franklin Resources, an estimated $60.8M added.
  • The largest TAL Education Group seller in Q3 2014 was Acadian Asset Management, an estimated $36M sold.

Based on aggregated 13F filings for Q3 2014.