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TAL Education Group

303 hedge funds and large institutions have $11B invested in TAL Education Group in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

35% more capital invested

Capital invested by funds: $8.2B → $11B (+$2.83B)

23.14% more ownership

Funds ownership: 288.53%311.68% (+23%)

8% more funds holding

Funds holding: 280303 (+23)

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

84% less call options, than puts

Call options by funds: $38.9M | Put options by funds: $237M

Holders
303
Holders Change
+23
Holders Change %
+8.21%
% of All Funds
6.94%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
52
Increased
102
Reduced
111
Closed
27
Calls
$38.9M
Puts
$237M
Net Calls
-$198M
Net Calls Change
-$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$1.84B +$819M +23,867,404 +92%
UBS AM
2
UBS AM
Illinois
$1.54B +$292M +8,521,607 +26%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B +$85.6M +2,493,677 +9%
BlackRock
4
BlackRock
New York
$546M +$68.9M +2,007,429 +16%
Tiger Global Management
5
Tiger Global Management
New York
$373M
SC
6
Serenity Capital
California
$298M +$36.5M +1,064,552 +15%
Vanguard Group
7
Vanguard Group
Pennsylvania
$282M +$55.7M +1,623,849 +27%
TIM
8
Thornburg Investment Management
New Mexico
$248M +$41.5M +1,209,490 +22%
State Street
9
State Street
Massachusetts
$196M +$20.7M +603,378 +13%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$186M -$148K -4,304 -0.1%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$177M +$3.43M +99,919 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$170M -$80.9M -2,356,910 -34%
Coatue Management
13
Coatue Management
New York
$169M +$156M +4,556,735 New
Franklin Resources
14
Franklin Resources
California
$156M -$26.5M -773,147 -16%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$146M +$7.09M +206,600 +6%
Asset Management One
16
Asset Management One
Japan
$141M +$39.9M +1,162,795 +44%
Goldman Sachs
17
Goldman Sachs
New York
$132M -$4.39M -127,980 -3%
CS
18
Credit Suisse
Switzerland
$96.6M +$15M +437,003 +20%
YCM
19
Yiheng Capital Management
California
$93.5M +$6.24M +181,714 +8%
American Century Companies
20
American Century Companies
Missouri
$93.3M +$15.4M +448,352 +22%
GGHC
21
Gilder Gagnon Howe & Co
New York
$89.9M -$3.17M -92,271 -4%
HIM
22
Hillhouse Investment Management
Cayman Islands
$89.9M -$217M -6,330,486 -72%
BAMCO Inc
23
BAMCO Inc
New York
$88.8M -$8.08M -235,506 -9%
Principal Financial Group
24
Principal Financial Group
Iowa
$85.6M -$15.5M -451,543 -16%
Northern Trust
25
Northern Trust
Illinois
$76.8M +$6.53M +190,168 +10%

TAL Hedge Fund Activity: Q1 2018 in Review

303 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2018, worth a combined $11B — up 35% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new TAL positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 111 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $819M. The largest seller was Hillhouse Investment Management, cutting an estimated $217M.

  • 303 institutional investors held TAL Education Group (TAL) as of Q1 2018, up from 280 in Q4 2017.
  • Funds reported $11B of TAL Education Group stock for Q1 2018, up 35% quarter-over-quarter.
  • 52 funds opened new TAL Education Group positions in Q1 2018 and 27 closed out, a net change of +25 holders.
  • The largest TAL Education Group buyer in Q1 2018 was Baillie Gifford & Co, an estimated $819M added.
  • The largest TAL Education Group seller in Q1 2018 was Hillhouse Investment Management, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2018.