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TAL Education Group

279 hedge funds and large institutions have $8.73B invested in TAL Education Group in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 132 increasing their positions, 75 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 75

22% less funds holding

Funds holding: 356279 (-77)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

34.3% less ownership

Funds ownership: 268.29%233.99% (-34%)

46% less call options, than puts

Call options by funds: $528M | Put options by funds: $972M

55% less capital invested

Capital invested by funds: $19.2B → $8.73B (-$10.5B)

65% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 113

Holders
279
Holders Change
-77
Holders Change %
-21.63%
% of All Funds
4.86%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.38%
New
39
Increased
132
Reduced
75
Closed
113
Calls
$528M
Puts
$972M
Net Calls
-$444M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.63B +$219M +4,909,065 +8%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$946M -$32.1M -717,950 -2%
BlackRock
3
BlackRock
New York
$552M +$99.6M +2,230,117 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$395M +$70.2M +1,571,767 +11%
UBS AM
5
UBS AM
Illinois
$374M -$1.92B -42,975,209 -74%
Franklin Resources
6
Franklin Resources
California
$258M +$200M +4,481,288 +78%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$249M +$301M +6,727,623 +214%
Invesco
8
Invesco
Georgia
$223M +$312M +6,976,886 +373%
BAM
9
Brilliance Asset Management
Hong Kong
$203M +$108M +2,408,425 +43%
State Street
10
State Street
Massachusetts
$196M +$15.5M +347,296 +5%
Group One Trading
11
Group One Trading
Illinois
$157M +$240M +5,379,697 +647%
YCM
12
Yiheng Capital Management
California
$146M +$79.4M +1,776,800 +44%
Norges Bank
13
Norges Bank
Norway
$129M +$11M +246,449 +5%
KFA
14
Krane Funds Advisors
New York
$126M +$121M +2,697,045 +118%
GIM
15
Genesis Investment Management
United Kingdom
$116M +$61.6M +1,379,106 +43%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$98M -$13.5M -302,976 -7%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$96.8M -$3.04M -67,931 -2%
DSA
18
Davis Selected Advisers
Arizona
$90.4M +$104M +2,335,468 +187%
Fidelity International
19
Fidelity International
Bermuda
$85.9M +$4.66M +104,275 +3%
Bank of America
20
Bank of America
North Carolina
$82.8M +$110M +2,455,900 +297%
CS
21
Credit Suisse
Switzerland
$79.8M +$33.1M +740,881 +31%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$73.2M +$81.3M +1,819,320 +158%
Goldman Sachs
23
Goldman Sachs
New York
$73M -$28M -625,889 -18%
Legal & General Group
24
Legal & General Group
United Kingdom
$65.4M +$9.76M +218,540 +9%
Two Sigma Investments
25
Two Sigma Investments
New York
$63.1M +$112M +2,500,010 New

TAL Hedge Fund Activity: Q2 2021 in Review

279 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2021, worth a combined $8.73B — down 55% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of TAL and 39 opened new positions — a net loss of 74 holders — while 75 trimmed existing stakes and 132 added.

The largest buyer was Invesco, adding an estimated $312M. The largest seller was UBS AM, cutting an estimated $1.92B.

  • 279 institutional investors held TAL Education Group (TAL) as of Q2 2021, down from 356 in Q1 2021.
  • Funds reported $8.73B of TAL Education Group stock for Q2 2021, down 55% quarter-over-quarter.
  • 39 funds opened new TAL Education Group positions in Q2 2021 and 113 closed out, a net change of -74 holders.
  • The largest TAL Education Group buyer in Q2 2021 was Invesco, an estimated $312M added.
  • The largest TAL Education Group seller in Q2 2021 was UBS AM, an estimated $1.92B sold.

Based on aggregated 13F filings for Q2 2021.