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

Institutional Holders (2015Q3)
Portfolio Summary: 95 Institutional holders with a total value of $1,160,722,933.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 7,503,332 241,232,000 20.78%
2 MORGAN STANLEY 4,212,931 135,446,000 11.67%
3 FRANKLIN RESOURCES INC 3,451,187 110,955,000 9.56%
4 ALLIANCEBERNSTEIN L.P. 3,338,613 107,336,000 9.25%
5 JOHO CAPITAL LLC 1,897,924 61,018,000 5.26%
6 Prime Capital Management Co Ltd 1,742,591 56,024,000 4.83%
7 Grantham, Mayo, Van Otterloo & Co. LLC 1,385,360 44,539,000 3.84%
8 PRINCIPAL FINANCIAL GROUP INC 1,311,444 42,163,000 3.63%
9 PRICE T ROWE ASSOCIATES INC /MD/ 1,158,792 37,255,000 3.21%
10 Sculptor Capital LP 1,003,829 32,273,000 2.78%
11 FMR LLC 986,700 31,723,000 2.73%
12 GOLDMAN SACHS GROUP INC 868,235 27,914,000 2.40%
13 BAMCO INC /NY/ 803,818 25,843,000 2.23%
14 JPMORGAN CHASE & CO 666,712 21,435,000 1.85%
15 CREDIT SUISSE AG/ 609,641 19,600,000 1.69%
16 HILLHOUSE INVESTMENT MANAGEMENT, LTD. 598,920 19,255,000 1.66%
17 UBS Group AG 581,662 18,700,000 1.61%
18 Invesco Ltd. 365,959 11,766,000 1.01%
19 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 325,017 10,449,000 0.90%
20 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 317,000 10,192,000 0.88%
21 DEUTSCHE BANK AG\ 308,659 9,923,000 0.85%
22 J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 230,264 7,403,000 0.64%
23 Fiera Capital (Europe) Ltd. 163,140 5,229,000 0.45%
24 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 150,000 4,823,000 0.42%
25 D. E. Shaw & Co., Inc. 140,232 4,508,000 0.39%
26 Bank of New York Mellon Corp 124,041 3,987,000 0.34%
27 State of New Jersey Common Pension Fund D 116,833 3,756,000 0.32%
28 OppenheimerFunds, Inc. 223,720 3,596,000 0.31%
29 STATE STREET CORP 108,016 3,473,000 0.30%
30 Aperio Group, LLC 103,607 3,331,000 0.29%
31 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 93,500 3,006,000 0.26%
32 WASATCH ADVISORS LP 81,700 2,627,000 0.23%
33 INDUS CAPITAL PARTNERS, LLC 81,300 2,614,000 0.23%
34 EDMOND DE ROTHSCHILD HOLDING S.A. 74,500 2,395,000 0.21%
35 EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 74,500 2,395,000 0.21%
36 BANK OF MONTREAL /CAN/ 70,765 2,275,000 0.20%
37 Index Management Solutions, LLC 67,530 2,171,000 0.19%
38 PDT Partners, LLC 59,818 1,923,000 0.17%
39 MILLENNIUM MANAGEMENT LLC 54,115 1,740,000 0.15%
40 SEI INVESTMENTS CO 48,329 1,554,000 0.13%
41 FIRST TRUST ADVISORS LP 47,919 1,541,000 0.13%
42 Trexquant Investment LP 45,700 1,469,000 0.13%
43 BARING ASSET MANAGEMENT Ltd 44,264 1,423,000 0.12%
44 BNP PARIBAS FINANCIAL MARKETS 43,606 1,401,933 0.12%
45 PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 41,777 1,343,000 0.12%
46 GUGGENHEIM CAPITAL LLC 40,552 1,304,000 0.11%
47 OBERWEIS ASSET MANAGEMENT INC/ 40,000 1,286,000 0.11%
48 LMR Partners LLP 37,779 1,214,000 0.10%
49 Mitsubishi UFJ Trust & Banking Corp 32,600 1,048,000 0.09%
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 30,000 965,000 0.08%
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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.