We are live on ! Find out more
TAL icon

TAL Education Group

356 hedge funds and large institutions have $19.2B invested in TAL Education Group in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 111 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 111

20% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 54

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

2% more funds holding

Funds holding: 349356 (+7)

1.52% more ownership

Funds ownership: 266.77%268.29% (+1.5%)

25% less capital invested

Capital invested by funds: $25.6B → $19.2B (-$6.38B)

80% less call options, than puts

Call options by funds: $156M | Put options by funds: $794M

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
6.25%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
65
Increased
143
Reduced
111
Closed
54
Calls
$156M
Puts
$794M
Net Calls
-$638M
Net Calls Change
-$491M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.21B +$380M +5,185,173 +10%
UBS AM
2
UBS AM
Illinois
$3.11B -$72.1M -985,186 -2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$2.06B -$211M -2,877,890 -7%
BlackRock
4
BlackRock
New York
$1.06B +$8.17M +111,584 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$758M +$12.8M +174,486 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$575M +$14.8M +202,411 +2%
State Street
7
State Street
Massachusetts
$400M +$25.5M +348,522 +5%
Tiger Global Management
8
Tiger Global Management
New York
$310M
Franklin Resources
9
Franklin Resources
California
$310M +$125M +1,705,532 +42%
BAM
10
Brilliance Asset Management
Hong Kong
$303M -$106M -1,452,284 -20%
Artisan Partners
11
Artisan Partners
Wisconsin
$291M +$6.27M +85,603 +2%
Norges Bank
12
Norges Bank
Norway
$261M -$24.7M -337,208 -7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$225M -$117M -1,603,317 -28%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$223M +$192M +2,624,326 +173%
YCM
15
Yiheng Capital Management
California
$215M -$25M -342,095 -8%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$210M -$50.4M -688,693 -15%
Goldman Sachs
17
Goldman Sachs
New York
$190M +$12.7M +173,884 +5%
Fidelity International
18
Fidelity International
Bermuda
$178M +$20.3M +277,285 +9%
GIM
19
Genesis Investment Management
United Kingdom
$173M +$63.6M +868,236 +37%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$169M -$39.5M -540,006 -15%
SC
21
Serenity Capital
California
$161M -$16.7M -227,898 -7%
CS
22
Credit Suisse
Switzerland
$129M -$12.7M -173,653 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$128M -$7.23M -98,770 -4%
GQG Partners
24
GQG Partners
Florida
$127M -$58.1M -793,544 -25%
Deutsche Bank
25
Deutsche Bank
Germany
$124M -$6.8M -92,913 -4%

TAL Hedge Fund Activity: Q1 2021 in Review

356 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q1 2021, worth a combined $19.2B — down 25% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TAL positions and 54 closed out — a net gain of 11 holders — while 143 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $380M. The largest seller was HHLR Advisors, exiting entirely with an estimated $290M sold.

  • 356 institutional investors held TAL Education Group (TAL) as of Q1 2021, up from 349 in Q4 2020.
  • Funds reported $19.2B of TAL Education Group stock for Q1 2021, down 25% quarter-over-quarter.
  • 65 funds opened new TAL Education Group positions in Q1 2021 and 54 closed out, a net change of +11 holders.
  • The largest TAL Education Group buyer in Q1 2021 was Morgan Stanley, an estimated $380M added.
  • The largest TAL Education Group seller in Q1 2021 was HHLR Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.