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TAL Education Group

350 hedge funds and large institutions have $23.6B invested in TAL Education Group in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

30% more capital invested

Capital invested by funds: $18.1B → $23.6B (+$5.51B)

5% more funds holding

Funds holding: 332350 (+18)

4.42% more ownership

Funds ownership: 265.49%269.91% (+4.4%)

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

27% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 147

35% less call options, than puts

Call options by funds: $288M | Put options by funds: $443M

Holders
350
Holders Change
+18
Holders Change %
+5.42%
% of All Funds
7.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.78%
New
55
Increased
108
Reduced
147
Closed
36
Calls
$288M
Puts
$443M
Net Calls
-$155M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$3.56B +$91.6M +1,602,245 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$3.12B -$76.8M -1,343,075 -3%
Morgan Stanley
3
Morgan Stanley
New York
$2.79B +$270M +4,728,587 +13%
BlackRock
4
BlackRock
New York
$1.28B -$45.8M -800,140 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$912M +$18.4M +321,510 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$675M +$44.9M +785,495 +9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$655M +$194M +3,392,301 +55%
HA
8
HHLR Advisors
Cayman Islands
$541M +$22.9M +400,521 +5%
State Street
9
State Street
Massachusetts
$533M -$73.4M -1,283,525 -14%
Tiger Global Management
10
Tiger Global Management
New York
$394M
Goldman Sachs
11
Goldman Sachs
New York
$369M +$84.5M +1,476,852 +38%
Norges Bank
12
Norges Bank
Norway
$339M +$27.3M +477,364 +11%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$328M -$84.4M -1,476,571 -24%
YCM
14
Yiheng Capital Management
California
$299M -$19.8M -346,171 -7%
BAM
15
Brilliance Asset Management
Hong Kong
$290M +$242M +4,237,481 New
Franklin Resources
16
Franklin Resources
California
$251M -$12.4M -216,336 -6%
Artisan Partners
17
Artisan Partners
Wisconsin
$247M +$37M +647,412 +22%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$244M +$77.7M +1,359,153 +61%
Renaissance Technologies
19
Renaissance Technologies
New York
$228M +$157M +2,739,700 +456%
Legal & General Group
20
Legal & General Group
United Kingdom
$184M +$2.31M +40,347 +2%
SC
21
Serenity Capital
California
$175M -$11.4M -200,000 -7%
GAM
22
Greenwoods Asset Management
Cayman Islands
$174M +$52.4M +915,950 +56%
Citigroup
23
Citigroup
New York
$167M +$35.4M +619,635 +34%
Deutsche Bank
24
Deutsche Bank
Germany
$158M -$15.2M -265,908 -10%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$151M +$8.84M +154,639 +8%

TAL Hedge Fund Activity: Q2 2020 in Review

350 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2020, worth a combined $23.6B — up 30% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TAL positions and 36 closed out — a net gain of 19 holders — while 108 added to existing stakes and 147 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $270M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $178M sold.

  • 350 institutional investors held TAL Education Group (TAL) as of Q2 2020, up from 332 in Q1 2020.
  • Funds reported $23.6B of TAL Education Group stock for Q2 2020, up 30% quarter-over-quarter.
  • 55 funds opened new TAL Education Group positions in Q2 2020 and 36 closed out, a net change of +19 holders.
  • The largest TAL Education Group buyer in Q2 2020 was Morgan Stanley, an estimated $270M added.
  • The largest TAL Education Group seller in Q2 2020 was Tybourne Capital Management, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2020.