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TAL Education Group

349 hedge funds and large institutions have $25.6B invested in TAL Education Group in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 132 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.17% more ownership

Funds ownership: 261.59%266.77% (+5.2%)

7% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 45

4% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 127

0% less funds holding

Funds holding: 350349 (-1)

3% less capital invested

Capital invested by funds: $26.5B → $25.6B (-$832M)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

38% less call options, than puts

Call options by funds: $237M | Put options by funds: $384M

Holders
349
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
6.18%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.48%
New
48
Increased
132
Reduced
127
Closed
45
Calls
$237M
Puts
$384M
Net Calls
-$147M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$4.2B +$294M +4,072,633 +7%
Morgan Stanley
2
Morgan Stanley
New York
$3.89B +$439M +6,090,550 +13%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$2.94B -$53.5M -741,431 -2%
BlackRock
4
BlackRock
New York
$1.4B -$56.9M -789,264 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$994M +$1.88M +25,997 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$750M +$75.8M +1,050,769 +11%
BAM
7
Brilliance Asset Management
Hong Kong
$507M +$86.8M +1,203,169 +20%
State Street
8
State Street
Massachusetts
$506M -$35.5M -492,033 -7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$414M -$258M -3,574,390 -38%
Tiger Global Management
10
Tiger Global Management
New York
$412M
Artisan Partners
11
Artisan Partners
Wisconsin
$381M +$84M +1,164,744 +28%
Norges Bank
12
Norges Bank
Norway
$371M -$2.93M -40,622 -0.8%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$329M -$12M -165,868 -3%
YCM
14
Yiheng Capital Management
California
$311M -$2.35M -32,600 -0.7%
HA
15
HHLR Advisors
Cayman Islands
$290M -$4.56M -63,140 -2%
Franklin Resources
16
Franklin Resources
California
$289M +$59.8M +829,436 +26%
KBC Group
17
KBC Group
Belgium
$274M +$29.7M +412,218 +145%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$264M -$92.1M -1,277,038 -26%
Goldman Sachs
19
Goldman Sachs
New York
$239M -$65.1M -902,561 -21%
GAM
20
Greenwoods Asset Management
Cayman Islands
$237M +$90M +1,247,105 +60%
SC
21
Serenity Capital
California
$230M +$62.3M +863,036 +37%
GQG Partners
22
GQG Partners
Florida
$226M +$80.9M +1,121,320 +55%
Fidelity International
23
Fidelity International
Bermuda
$216M +$57.3M +794,645 +36%
AAMU
24
Amundi Asset Management US
Massachusetts
$215M +$62.1M +860,705 +40%
CS
25
Credit Suisse
Switzerland
$184M -$7.91M -109,620 -4%

TAL Hedge Fund Activity: Q4 2020 in Review

349 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q4 2020, worth a combined $25.6B — down 3.1% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TAL positions and 45 closed out — a net gain of 3 holders — while 132 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $439M. The largest seller was T. Rowe Price Associates, cutting an estimated $258M.

  • 349 institutional investors held TAL Education Group (TAL) as of Q4 2020, down from 350 in Q3 2020.
  • Funds reported $25.6B of TAL Education Group stock for Q4 2020, down 3.1% quarter-over-quarter.
  • 48 funds opened new TAL Education Group positions in Q4 2020 and 45 closed out, a net change of +3 holders.
  • The largest TAL Education Group buyer in Q4 2020 was Morgan Stanley, an estimated $439M added.
  • The largest TAL Education Group seller in Q4 2020 was T. Rowe Price Associates, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2020.