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TAL EDUCATION GROUP
TAL EDUCATION GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 102 Institutional holders with a total value of $979,378,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6,866,632 192,884,000 19.69%
2 MORGAN STANLEY 4,571,834 128,423,000 13.11%
3 FRANKLIN RESOURCES INC 3,354,600 94,231,000 9.62%
4 JOHO CAPITAL LLC 2,447,262 68,744,000 7.02%
5 Prime Capital Management Co Ltd 1,779,593 49,989,000 5.10%
6 Grantham, Mayo, Van Otterloo & Co. LLC 1,332,611 37,433,000 3.82%
7 GOLDMAN SACHS GROUP INC 1,312,372 36,865,000 3.76%
8 PRINCIPAL FINANCIAL GROUP INC 1,273,949 35,785,000 3.65%
9 UBS Group AG 1,097,160 30,819,000 3.15%
10 ALLIANCEBERNSTEIN L.P. 1,019,176 28,629,000 2.92%
11 BARING ASSET MANAGEMENT Ltd 927,478 26,053,000 2.66%
12 Invesco Ltd. 625,360 17,567,000 1.79%
13 BLAIR WILLIAM & CO/IL 601,484 16,896,000 1.73%
14 SCGE MANAGEMENT, L.P. 600,000 16,854,000 1.72%
15 HILLHOUSE INVESTMENT MANAGEMENT, LTD. 598,920 16,824,000 1.72%
16 BAMCO INC /NY/ 590,764 16,595,000 1.69%
17 J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 448,684 12,604,000 1.29%
18 STIFEL FINANCIAL CORP 283,023 12,303,000 1.26%
19 TB Alternative Assets Ltd. 403,911 11,346,000 1.16%
20 RENAISSANCE TECHNOLOGIES LLC 379,100 10,649,000 1.09%
21 JPMORGAN CHASE & CO 377,719 10,610,000 1.08%
22 DEUTSCHE BANK AG\ 313,311 8,800,000 0.90%
23 WASATCH ADVISORS LP 225,800 6,343,000 0.65%
24 Pine River Capital Management L.P. 218,459 6,136,000 0.63%
25 WFM ASIA (BVI) Ltd 213,400 5,994,000 0.61%
26 FIRST TRUST ADVISORS LP 194,867 5,474,000 0.56%
27 Fiera Capital Corp 186,800 5,247,000 0.54%
28 LBN Advisers Ltd 147,800 4,152,000 0.42%
29 FMR LLC 141,900 3,986,000 0.41%
30 MASON STREET ADVISORS, LLC 138,000 3,876,000 0.40%
31 INDUS CAPITAL PARTNERS, LLC 136,400 3,831,000 0.39%
32 State of New Jersey Common Pension Fund D 136,091 3,823,000 0.39%
33 Bank of New York Mellon Corp 125,832 3,534,000 0.36%
34 STATE STREET CORP 124,066 3,484,000 0.36%
35 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 102,900 3,139,000 0.32%
36 BALYASNY ASSET MANAGEMENT L.P. 104,015 2,922,000 0.30%
37 DRIEHAUS CAPITAL MANAGEMENT LLC 87,358 2,454,000 0.25%
38 CITADEL ADVISORS LLC 68,654 1,929,000 0.20%
39 MCKINLEY CAPITAL MANAGEMENT LLC 66,602 1,871,000 0.19%
40 NAVELLIER & ASSOCIATES INC 65,152 1,830,000 0.19%
41 BANK OF MONTREAL /CAN/ 57,773 1,623,000 0.17%
42 OppenheimerFunds, Inc. 51,500 1,447,000 0.15%
43 GUGGENHEIM CAPITAL LLC 50,419 1,416,000 0.14%
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,178 1,409,000 0.14%
45 Trexquant Investment LP 49,500 1,390,000 0.14%
46 HBK INVESTMENTS L P 45,200 1,270,000 0.13%
47 A.R.T. Advisors, LLC 43,160 1,212,000 0.12%
48 PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 41,043 1,153,000 0.12%
49 Mitsubishi UFJ Trust & Banking Corp 37,500 1,053,000 0.11%
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 36,742 1,032,000 0.11%
Page 1 of 3

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.