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TAL Education Group

203 hedge funds and large institutions have $3.08B invested in TAL Education Group in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

11.21% more ownership

Funds ownership: 280.25%291.46% (+11%)

2% more funds holding

Funds holding: 200203 (+3)

3% more capital invested

Capital invested by funds: $2.98B → $3.08B (+$96.4M)

18% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 83

73% less call options, than puts

Call options by funds: $5.94M | Put options by funds: $21.7M

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
5.08%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
29
Increased
68
Reduced
83
Closed
22
Calls
$5.94M
Puts
$21.7M
Net Calls
-$15.7M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$339M -$7.91M -646,800 -2%
Morgan Stanley
2
Morgan Stanley
New York
$281M -$20.7M -1,691,082 -7%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$192M -$2.47M -202,230 -1%
Franklin Resources
4
Franklin Resources
California
$109M +$4.5M +368,478 +4%
GAM
5
Greenwoods Asset Management
Cayman Islands
$97.4M +$48.7M +3,985,626 +92%
Tiger Global Management
6
Tiger Global Management
New York
$89.2M +$93.3M +7,629,606 New
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$76.9M +$40.5M +3,310,800 +100%
TAA
8
TB Alternative Assets
Cayman Islands
$75.1M +$17.4M +1,422,000 +28%
SCMC
9
Serenity Capital Management (Cayman)
Cayman Islands
$70.6M -$528K -43,200 -0.7%
BFA
10
BlackRock Fund Advisors
California
$67.5M -$5.62M -459,792 -7%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$63.7M -$9.5M -777,606 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$63.2M +$6.95M +568,800 +12%
Goldman Sachs
13
Goldman Sachs
New York
$62.2M -$12.6M -1,028,304 -16%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$62M +$20.3M +1,658,574 +45%
TC
15
Tairen Capital
Hong Kong
$60.3M +$34.3M +2,808,558 +120%
BG
16
BlackRock Group
United Kingdom
$58.5M -$1.81M -147,966 -3%
CS
17
Credit Suisse
Switzerland
$56.5M +$3.77M +308,820 +7%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$55M -$28M -2,292,546 -33%
State Street
19
State Street
Massachusetts
$53.1M -$2M -163,224 -3%
ACM
20
Ariose Capital Management
Hong Kong
$49.8M -$15M -1,226,040 -22%
Lazard Asset Management
21
Lazard Asset Management
New York
$46.8M +$559K +45,744 +1%
BAM
22
Brilliance Asset Management
Hong Kong
$44.4M +$46.4M +3,798,684 New
Principal Financial Group
23
Principal Financial Group
Iowa
$43M -$11.4M -930,798 -20%
HIM
24
Hillhouse Investment Management
Cayman Islands
$42M
BIT
25
BlackRock Institutional Trust
California
$39.1M -$701K -57,312 -2%

TAL Hedge Fund Activity: Q4 2016 in Review

203 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2016, worth a combined $3.08B — up 3.2% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TAL positions and 22 closed out — a net gain of 7 holders — while 68 added to existing stakes and 83 trimmed.

The largest buyer was Tiger Global Management, opening a new position worth an estimated $93.3M. The largest seller was William Blair Investment Management, cutting an estimated $28M.

  • 203 institutional investors held TAL Education Group (TAL) as of Q4 2016, up from 200 in Q3 2016.
  • Funds reported $3.08B of TAL Education Group stock for Q4 2016, up 3.2% quarter-over-quarter.
  • 29 funds opened new TAL Education Group positions in Q4 2016 and 22 closed out, a net change of +7 holders.
  • The largest TAL Education Group buyer in Q4 2016 was Tiger Global Management, an estimated $93.3M added.
  • The largest TAL Education Group seller in Q4 2016 was William Blair Investment Management, an estimated $28M sold.

Based on aggregated 13F filings for Q4 2016.