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TAL Education Group

256 hedge funds and large institutions have $8.11B invested in TAL Education Group in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 83 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 83

19.4% more ownership

Funds ownership: 310.95%330.36% (+19%)

13% less funds holding

Funds holding: 293256 (-37)

26% less capital invested

Capital invested by funds: $10.9B → $8.11B (-$2.78B)

43% less funds holding in top 10

Funds holding in top 10: 2313 (-10)

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

81% less call options, than puts

Call options by funds: $67.4M | Put options by funds: $364M

Holders
256
Holders Change
-37
Holders Change %
-12.63%
% of All Funds
5.85%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.3%
New
38
Increased
114
Reduced
83
Closed
71
Calls
$67.4M
Puts
$364M
Net Calls
-$297M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$1.23B -$23.8M -736,657 -2%
UBS AM
2
UBS AM
Illinois
$1.18B +$32.5M +1,004,392 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.09B +$312M +9,662,071 +30%
BlackRock
4
BlackRock
New York
$401M +$43M +1,329,357 +9%
Tiger Global Management
5
Tiger Global Management
New York
$301M +$52.8M +1,634,423 +16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$286M +$41.9M +1,298,107 +13%
TCM
7
Tybourne Capital Management
Hong Kong
$281M +$353M +10,923,441 New
State Street
8
State Street
Massachusetts
$163M +$21.7M +671,572 +12%
TIM
9
Thornburg Investment Management
New Mexico
$159M +$2.71M +83,898 +1%
Franklin Resources
10
Franklin Resources
California
$157M +$67.7M +2,095,054 +52%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$146M +$27.7M +856,596 +18%
SC
12
Serenity Capital
California
$139M
Goldman Sachs
13
Goldman Sachs
New York
$135M +$30.3M +937,845 +22%
BAM
14
Brilliance Asset Management
Hong Kong
$96.3M +$107M +3,309,806 +759%
Asset Management One
15
Asset Management One
Japan
$96M +$24.4M +754,003 +25%
YCM
16
Yiheng Capital Management
California
$84.3M +$13.2M +408,645 +14%
TAA
17
TB Alternative Assets
Cayman Islands
$76.3M +$7.31M +226,264 +8%
Artisan Partners
18
Artisan Partners
Wisconsin
$74.5M +$68.1M +2,108,623 +267%
Norges Bank
19
Norges Bank
Norway
$72.6M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$72.5M -$194M -6,011,216 -68%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$66.2M -$104M -3,205,653 -55%
CS
22
Credit Suisse
Switzerland
$61.2M -$1.94M -59,951 -2%
Northern Trust
23
Northern Trust
Illinois
$59.4M +$5.24M +162,284 +8%
HIM
24
Hillhouse Investment Management
Cayman Islands
$52M +$35.6M +1,100,517 +119%
Barclays
25
Barclays
United Kingdom
$50.4M +$57.2M +1,771,576 +938%

TAL Hedge Fund Activity: Q3 2018 in Review

256 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q3 2018, worth a combined $8.11B — down 26% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of TAL and 38 opened new positions — a net loss of 33 holders — while 83 trimmed existing stakes and 114 added.

The largest buyer was Tybourne Capital Management, opening a new position worth an estimated $353M. The largest seller was Coatue Management, cutting an estimated $211M.

  • 256 institutional investors held TAL Education Group (TAL) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $8.11B of TAL Education Group stock for Q3 2018, down 26% quarter-over-quarter.
  • 38 funds opened new TAL Education Group positions in Q3 2018 and 71 closed out, a net change of -33 holders.
  • The largest TAL Education Group buyer in Q3 2018 was Tybourne Capital Management, an estimated $353M added.
  • The largest TAL Education Group seller in Q3 2018 was Coatue Management, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2018.