We are live on ! Find out more
PSO icon

Pearson
PSO

90 hedge funds and large institutions have $916M invested in Pearson in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

0.81% less ownership

Funds ownership: 4.73% → 3.91% (-0.81%)

7% less funds holding

Funds holding: 97 → 90 (-7)

12% less capital invested

Capital invested by funds: $1.04B → $916M (-$120M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$15.4M
2
U
UBS
Switzerland
+$10.2M
3
HCM
Hamlin Capital Management
New York
+$10.2M
4
Invesco
Invesco
Georgia
+$9.64M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$72.2M
2
VFA
Virtus Fund Advisers
Connecticut
-$66.6M
3
SCM
Sterling Capital Management
North Carolina
-$26.6M
4
Northern Trust
Northern Trust
Illinois
-$11M
5
MAA
Managed Account Advisors
New Jersey
-$6.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$2.96M -$1.31M -68,475 -32%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.23M +$2.12M +111,274 New
TD Asset Management
28
TD Asset Management
Ontario, Canada
$1.88M +$1.79M +94,014 New
CAM
29
Capstone Asset Management
Texas
$1.52M -$67.4K -3,530 -4%
Deutsche Bank
30
Deutsche Bank
Germany
$1.5M +$1.41M +74,096 +6,829%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.36M +$1.3M +67,913 New
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.27M +$1.21M +63,400 New
RCM
33
Riverhead Capital Management
Delaware
$1.25M – – –
Federated Hermes
34
Federated Hermes
Pennsylvania
$1.2M +$404K +21,182 +55%
Bank of America
35
Bank of America
North Carolina
$1.16M +$67.7K +3,546 +7%
Jane Street
36
Jane Street
New York
$1.14M +$1.09M +56,895 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$993K +$87.1K +4,565 +10%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$988K +$120K +6,285 +15%
Citigroup
39
Citigroup
New York
$977K -$133K -6,977 -13%
PP
40
PDT Partners
New York
$851K +$358K +18,774 +79%
WAM
41
World Asset Management
Michigan
$847K -$44.1K -2,309 -5%
Wells Fargo
42
Wells Fargo
California
$783K -$154K -8,093 -17%
Comerica Bank
43
Comerica Bank
Texas
$777K -$20.2K -1,058 -3%
SB
44
Suntrust Banks
Georgia
$563K -$42.5K -2,226 -7%
Nomura Holdings
45
Nomura Holdings
Japan
$555K +$540K +28,287 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$498K +$86.5K +4,536 +22%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$480K +$36.3K +1,900 +9%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$439K +$128K +6,686 +44%
OWD
49
Osborn Williams & Donohoe
Ohio
$420K – – –
AI
50
Atria Investments
North Carolina
$415K +$2.12K +111 +0.5%
1
2
3 4 5

PSO Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2014, worth a combined $916M — down 12% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 13 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 36 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $15.4M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $72.2M sold.

  • 90 institutional investors held Pearson (PSO) as of Q3 2014, down from 97 in Q2 2014.
  • Funds reported $916M of Pearson stock for Q3 2014, down 12% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2014 and 20 closed out, a net change of -7 holders.
  • The largest Pearson buyer in Q3 2014 was JP Morgan Chase, an estimated $15.4M added.
  • The largest Pearson seller in Q3 2014 was Thornburg Investment Management, an estimated $72.2M sold.

Based on aggregated 13F filings for Q3 2014.