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TAL Education Group

189 hedge funds and large institutions have $1.43B invested in TAL Education Group in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 192189 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

16% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $17.5M

23% less capital invested

Capital invested by funds: $1.86B → $1.43B (-$434M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

29.99% less ownership

Funds ownership: 175.52%145.53% (-30%)

53% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 79

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
2.97%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
19
Increased
37
Reduced
79
Closed
22
Calls
$14.7M
Puts
$17.5M
Net Calls
-$2.81M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$122M -$671K -112,082 -0.5%
Bank of America
2
Bank of America
North Carolina
$122M +$10.3M +1,715,155 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M +$1.62M +271,289 +2%
KFA
4
Krane Funds Advisors
New York
$92.9M -$8.8M -1,470,295 -9%
UBS AM
5
UBS AM
Illinois
$91.7M
Morgan Stanley
6
Morgan Stanley
New York
$80M -$67.4M -11,260,985 -46%
Goldman Sachs
7
Goldman Sachs
New York
$63M -$129M -21,563,869 -67%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
8
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60M +$60.3M +10,067,900 New
TPC
9
Tiger Pacific Capital
New York
$58.5M +$11.3M +1,880,432 +24%
State Street
10
State Street
Massachusetts
$44.9M -$2.09M -348,778 -4%
SLM
11
Snow Lake Management
California
$42.8M
UBS Group
12
UBS Group
Switzerland
$38.9M -$2.14M -356,876 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$34.9M -$2.36M -393,900 -6%
DG
14
Discerene Group
Connecticut
$31.5M
FFM
15
FengHe Fund Management
Singapore
$25M +$4.23M +706,409 +20%
Legal & General Group
16
Legal & General Group
United Kingdom
$21.9M +$1.85M +309,933 +9%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$21.6M +$21.3M +3,552,200 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$19.2M +$6.88M +1,148,868 +55%
PAMI
19
Perseverance Asset Management International
Cayman Islands
$18.7M +$1.16M +193,546 +7%
EFM
20
E Fund Management
China
$18.2M -$109K -18,137 -0.6%
YCM
21
Yiheng Capital Management
California
$16.8M
HSBC Holdings
22
HSBC Holdings
United Kingdom
$16.2M +$9.39M +1,568,597 +139%
Citigroup
23
Citigroup
New York
$13.8M -$7.13M -1,192,113 -34%
GAMH
24
Greenwoods Asset Management (HK)
Hong Kong
$13.4M
TP
25
Thunderbird Partners
United Kingdom
$13.2M +$501K +83,643 +4%

TAL Hedge Fund Activity: Q2 2023 in Review

189 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TAL Education Group (TAL) for Q2 2023, worth a combined $1.43B — down 23% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TAL and 19 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 37 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $60.3M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 189 institutional investors held TAL Education Group (TAL) as of Q2 2023, down from 192 in Q1 2023.
  • Funds reported $1.43B of TAL Education Group stock for Q2 2023, down 23% quarter-over-quarter.
  • 19 funds opened new TAL Education Group positions in Q2 2023 and 22 closed out, a net change of -3 holders.
  • The largest TAL Education Group buyer in Q2 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $60.3M added.
  • The largest TAL Education Group seller in Q2 2023 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2023.