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Pearson
PSO

97 hedge funds and large institutions have $925M invested in Pearson in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% more ownership

Funds ownership: 4.19% → 4.71% (+0.52%)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

2% less funds holding

Funds holding: 99 → 97 (-2)

13% less capital invested

Capital invested by funds: $1.07B → $925M (-$140M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$27.8M
2
SB
Suntrust Banks
Georgia
+$21.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.5M
4
Invesco
Invesco
Georgia
+$9.38M
5
AG
Aperio Group
California
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$8.26M
2
SIA
Sit Investment Associates
Minnesota
-$3.1M
3
MAM
Martingale Asset Management
Massachusetts
-$2.74M
4
GC
Guggenheim Capital
Illinois
-$1.42M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$2.43M -$202K -10,824 -7%
Renaissance Technologies
27
Renaissance Technologies
New York
$2.31M -$1.36M -72,900 -36%
FA
28
FDx Advisors
Illinois
$1.91M +$79.2K +4,236 +4%
SBAM
29
Santa Barbara Asset Management
California
$1.87M – – –
Goldman Sachs
30
Goldman Sachs
New York
$1.77M -$543K -29,060 -23%
CAM
31
Capstone Asset Management
Texas
$1.43M -$15.9K -850 -1%
MNA
32
Manning & Napier Advisors
New York
$1.18M -$124K -6,657 -9%
RCM
33
Riverhead Capital Management
Delaware
$1.11M +$1.16M +62,300 New
DC
34
Deere & Company
Illinois
$1.06M +$1.11M +59,655 New
Bank of America
35
Bank of America
North Carolina
$1.05M -$273K -14,625 -20%
Citigroup
36
Citigroup
New York
$1.02M +$25K +1,338 +2%
GT
37
Glenmede Trust
Pennsylvania
$903K +$84K +4,493 +10%
TH
38
Timber Hill
Connecticut
$882K +$926K +49,550 New
Comerica Bank
39
Comerica Bank
Texas
$879K -$43K -2,299 -4%
WAM
40
World Asset Management
Michigan
$820K -$205K -10,987 -19%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$814K -$8.8K -471 -1%
PPSG
42
Princeton Portfolio Strategies Group
New Jersey
$794K -$185K -9,895 -18%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$763K +$800K +42,831 New
STC
44
SEI Trust Company
Pennsylvania
$754K +$141K +7,540 +22%
Wells Fargo
45
Wells Fargo
California
$676K -$1.19M -63,788 -63%
DADC
46
D.A. Davidson & Co
Montana
$571K +$1.55K +83 +0.3%
LPL Financial
47
LPL Financial
California
$532K -$20.9K -1,118 -4%
HNB
48
Huntington National Bank
Ohio
$528K -$12.4K -663 -2%
Federated Hermes
49
Federated Hermes
Pennsylvania
$440K +$283K +15,151 +158%
OWD
50
Osborn Williams & Donohoe
Ohio
$374K – – –
1
2
3 4 5

PSO Hedge Fund Activity: Q1 2014 in Review

97 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2014, worth a combined $925M — down 13% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PSO and 13 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 33 added.

The largest buyer was UBS, adding an estimated $27.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $8.26M sold.

  • 97 institutional investors held Pearson (PSO) as of Q1 2014, down from 99 in Q4 2013.
  • Funds reported $925M of Pearson stock for Q1 2014, down 13% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q1 2014 and 15 closed out, a net change of -2 holders.
  • The largest Pearson buyer in Q1 2014 was UBS, an estimated $27.8M added.
  • The largest Pearson seller in Q1 2014 was JP Morgan Chase, an estimated $8.26M sold.

Based on aggregated 13F filings for Q1 2014.