We are live on ! Find out more
TAL icon

TAL Education Group

206 hedge funds and large institutions have $4.53B invested in TAL Education Group in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

47% more capital invested

Capital invested by funds: $3.08B → $4.53B (+$1.45B)

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

1% more funds holding

Funds holding: 203206 (+3)

5% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 81

12.82% less ownership

Funds ownership: 291.46%278.64% (-13%)

78% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $70.9M

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.13%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.52%
New
29
Increased
77
Reduced
81
Closed
19
Calls
$15.8M
Puts
$70.9M
Net Calls
-$55.1M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$491M -$19.2M -1,322,700 -5%
Morgan Stanley
2
Morgan Stanley
New York
$450M +$18.6M +1,285,896 +5%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$396M +$85.3M +5,887,152 +36%
BlackRock
4
BlackRock
New York
$263M +$210M +14,456,226 +4,007%
Tiger Global Management
5
Tiger Global Management
New York
$189M +$43.3M +2,986,104 +39%
GAM
6
Greenwoods Asset Management
Cayman Islands
$154M +$4.94M +341,088 +4%
Franklin Resources
7
Franklin Resources
California
$115M -$41.4M -2,857,260 -31%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$106M +$18.7M +1,289,220 +27%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$99.5M +$4.31M +297,078 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
10
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$90.9M -$4.25M -293,400 -5%
Goldman Sachs
11
Goldman Sachs
New York
$85.2M -$7.57M -522,552 -10%
TC
12
Tairen Capital
Hong Kong
$85M -$5.34M -368,382 -7%
Principal Financial Group
13
Principal Financial Group
Iowa
$82.5M +$14.1M +969,348 +26%
State Street
14
State Street
Massachusetts
$82.2M +$1.21M +83,544 +2%
CS
15
Credit Suisse
Switzerland
$75.2M -$8.59M -592,962 -12%
HIM
16
Hillhouse Investment Management
Cayman Islands
$63.8M
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$58.9M -$48M -3,310,800 -50%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$58.7M +$96K +6,624 +0.2%
BAMCO Inc
19
BAMCO Inc
New York
$55.9M +$608K +41,958 +1%
ACM
20
Ariose Capital Management
Hong Kong
$55.2M -$16.7M -1,155,000 -27%
Lazard Asset Management
21
Lazard Asset Management
New York
$53.6M -$14.3M -985,302 -25%
TAA
22
TB Alternative Assets
Cayman Islands
$49.5M -$52.7M -3,638,304 -57%
OCAM
23
Owl Creek Asset Management
New York
$47.6M +$6.41M +442,200 +20%
T
24
TOBAM
France
$44.9M +$2.07M +143,010 +6%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$42M +$11.8M +817,290 +53%

TAL Hedge Fund Activity: Q1 2017 in Review

206 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2017, worth a combined $4.53B — up 47% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TAL positions and 19 closed out — a net gain of 10 holders — while 77 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was Wellington Management Group, cutting an estimated $78.1M.

  • 206 institutional investors held TAL Education Group (TAL) as of Q1 2017, up from 203 in Q4 2016.
  • Funds reported $4.53B of TAL Education Group stock for Q1 2017, up 47% quarter-over-quarter.
  • 29 funds opened new TAL Education Group positions in Q1 2017 and 19 closed out, a net change of +10 holders.
  • The largest TAL Education Group buyer in Q1 2017 was BlackRock, an estimated $210M added.
  • The largest TAL Education Group seller in Q1 2017 was Wellington Management Group, an estimated $78.1M sold.

Based on aggregated 13F filings for Q1 2017.