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TAL Education Group

264 hedge funds and large institutions have $8.82B invested in TAL Education Group in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 97 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $8.11B → $8.82B (+$709M)

3% more funds holding

Funds holding: 256264 (+8)

13% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 97

49.02% less ownership

Funds ownership: 330.36%281.33% (-49%)

69% less call options, than puts

Call options by funds: $102M | Put options by funds: $328M

Holders
264
Holders Change
+8
Holders Change %
+3.13%
% of All Funds
5.88%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.47%
New
53
Increased
84
Reduced
97
Closed
42
Calls
$102M
Puts
$328M
Net Calls
-$225M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.52B +$384M +14,488,653 +34%
UBS AM
2
UBS AM
Illinois
$1.27B +$44.5M +1,677,300 +4%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.26B -$12.8M -480,958 -1%
BlackRock
4
BlackRock
New York
$433M +$16.7M +629,229 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$305M +$7.81M +294,261 +3%
Tiger Global Management
6
Tiger Global Management
New York
$256M -$56.1M -2,113,418 -18%
TCM
7
Tybourne Capital Management
Hong Kong
$218M -$72.8M -2,743,917 -25%
HA
8
HHLR Advisors
Cayman Islands
$199M +$198M +7,475,723 New
State Street
9
State Street
Massachusetts
$173M +$3.22M +121,291 +2%
Goldman Sachs
10
Goldman Sachs
New York
$168M +$28.3M +1,065,431 +20%
Franklin Resources
11
Franklin Resources
California
$162M -$1.01M -37,999 -0.6%
TIM
12
Thornburg Investment Management
New Mexico
$157M -$7.84M -295,625 -5%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$157M +$5.27M +198,794 +4%
SC
14
Serenity Capital
California
$144M
Asset Management One
15
Asset Management One
Japan
$133M +$35M +1,317,730 +35%
YCM
16
Yiheng Capital Management
California
$119M +$31.2M +1,176,935 +36%
Artisan Partners
17
Artisan Partners
Wisconsin
$93.7M +$16.2M +611,622 +21%
Norges Bank
18
Norges Bank
Norway
$90.3M +$14.9M +562,008 +20%
Barclays
19
Barclays
United Kingdom
$62.3M +$9.93M +374,279 +19%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$61.8M -$13.3M -501,849 -18%
CS
21
Credit Suisse
Switzerland
$61.6M -$1.81M -68,374 -3%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$61.3M +$20.3M +766,622 +50%
Northern Trust
23
Northern Trust
Illinois
$61M -$713K -26,895 -1%
DVF
24
Discovery Value Fund
Singapore
$56.2M +$55.9M +2,106,883 New
Legal & General Group
25
Legal & General Group
United Kingdom
$54.9M +$11.5M +435,420 +27%

TAL Hedge Fund Activity: Q4 2018 in Review

264 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2018, worth a combined $8.82B — up 8.7% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TAL positions and 42 closed out — a net gain of 11 holders — while 84 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $384M. The largest seller was Tybourne Capital Management, cutting an estimated $72.8M.

  • 264 institutional investors held TAL Education Group (TAL) as of Q4 2018, up from 256 in Q3 2018.
  • Funds reported $8.82B of TAL Education Group stock for Q4 2018, up 8.7% quarter-over-quarter.
  • 53 funds opened new TAL Education Group positions in Q4 2018 and 42 closed out, a net change of +11 holders.
  • The largest TAL Education Group buyer in Q4 2018 was Morgan Stanley, an estimated $384M added.
  • The largest TAL Education Group seller in Q4 2018 was Tybourne Capital Management, an estimated $72.8M sold.

Based on aggregated 13F filings for Q4 2018.