TAL
TAL Education Group · Consumer Defensive · Education & Training Services
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones -14.4% ·
nuevas posiciones netas -8.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +3 | 174.29M | $1.67B | +9 | −5 |
| Q1 2026 | 103 | +2 | 144.56M | $1.64B | +7 | −6 |
| Q4 2025 | 102 | -2 | 183.30M | $2.00B | +1 | −2 |
| Q3 2025 | 17 | +2 | 110.31M | $1.24B | +3 | −2 |
| Q2 2025 | 13 | -4 | 80.60M | $823.48M | — | −4 |
| Q1 2025 | 14 | +5 | 32.79M | $432.88M | +5 | — |
| Q4 2024 | 9 | -4 | 24.41M | $244.47M | — | −4 |
| Q3 2024 | 12 | -1 | 18.73M | $221.47M | +1 | −2 |
| Q2 2024 | 13 | — | 21.87M | $233.17M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 8.01M | +1.0% | $94.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 3.99M | +27.4% | $47.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.41M | -2.5% | $28.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.41M | -2.5% | $28.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 2.26M | 0.0% | $26.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 618.09K | +72.4% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 618.09K | +72.4% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 618.09K | +72.4% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 618.09K | +72.4% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 618.09K | +72.4% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Coatue Management ✦ | 434.67K | Nuevo | $5.15M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 411.34K | -8.2% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 206.27K | -18.7% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 155.27K | -77.2% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 129.12K | -87.4% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 81.81K | -51.5% | $968,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 81.81K | -51.5% | $968,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 22.60K | -97.9% | $269,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 22.60K | -97.9% | $269,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Coatue Management | $5.15M | 0.0% |
Posición cerrada
| Point72 Asset Management | $17.48M | era 0.1% |
| Marshall Wace | $4.37M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 222 tenedores, 226.16M acciones, $2.45B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.