TAL
TAL Education Group · Consumer Defensive · Education & Training Services
Données momentum (gérants comparables) :
étendue des détenteurs -23.5% ·
flux d'actions -15.5% ·
nouvelles positions nettes -20.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 23.55M | — | $240.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 23.55M | — | $240.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 23.55M | — | $240.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 23.55M | — | $240.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 23.55M | — | $240.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 23.55M | — | $240.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 21.73M | — | $222.06M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passif) | 17.32M | — | $177.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | The Vanguard Group ✦ (passif) | 17.32M | — | $177.03M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (passif) | 17.32M | — | $177.03M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | The Vanguard Group ✦ (passif) | 17.32M | — | $177.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passif) | 7.54M | +2.2% | $77.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Norges Bank ✦ (passif) | 4.02M | -44.6% | $41.13M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passif) | 2.50M | -0.3% | $25.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passif) | 2.50M | -0.3% | $25.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 2.03M | -0.7% | $20.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 1.39M | +41.8% | $14.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 1.39M | +41.8% | $14.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 360.97K | +98.8% | $3.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 360.97K | +98.8% | $3.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Arrowstreet Capital ✦ | 111.85K | -97.2% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Millennium Management ✦ | 21.20K | -99.2% | $216,654 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 19.97K | -35.0% | $205,000 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 13.55K | -30.7% | $138,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 13.55K | -30.7% | $138,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Marshall Wace | $39.83M | était 0.1% |
| Two Sigma Investments | $28.33M | était 0.1% |
| Bridgewater Associates | $7.60M | était 0.0% |
| Wellington Management | $2.60M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 222 détenteurs, 226.16M actions, $2.45B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.