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Pearson
PSO

106 hedge funds and large institutions have $1.1B invested in Pearson in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

23% more capital invested

Capital invested by funds: $891M → $1.1B (+$206M)

9% more funds holding

Funds holding: 97 → 106 (+9)

0.36% more ownership

Funds ownership: 4.25% → 4.62% (+0.36%)

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
44
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$36.5M
2
UBS Group
UBS Group
Switzerland
+$20.3M
3
MAA
Managed Account Advisors
New Jersey
+$10.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.88M
5
Wells Fargo
Wells Fargo
California
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$13.2M
2
SOMRS
State of Michigan Retirement System
Michigan
-$6.07M
3
USAA
United Services Automobile Association
Texas
-$4.95M
4
GC
Guggenheim Capital
Illinois
-$4.63M
5
SCM
Sterling Capital Management
North Carolina
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
26
Goelzer Investment Management
Indiana
$3.79M -$102K -4,910 -3%
CAM
27
Capstone Asset Management
Texas
$2.91M +$117K +5,670 +4%
Millennium Management
28
Millennium Management
New York
$2.69M +$1.61M +77,951 +167%
GC
29
Guggenheim Capital
Illinois
$2.59M -$4.63M -223,663 -65%
Federated Hermes
30
Federated Hermes
Pennsylvania
$2.54M +$610K +29,466 +33%
GWM
31
Gupta Wealth Management
California
$2.24M +$2.14M +103,460 New
Natixis Advisors
32
Natixis Advisors
Massachusetts
$2.15M +$1.62M +78,466 +374%
IPC
33
Independent Portfolio Consultants
Florida
$1.91M +$111K +5,355 +6%
Deutsche Bank
34
Deutsche Bank
Germany
$1.88M +$433K +20,905 +32%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$1.64M -$6.17K -298 -0.4%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$1.64M -$1.54M -74,457 -49%
RCM
37
Riverhead Capital Management
Delaware
$1.35M – – –
BG
38
Bollard Group
Massachusetts
$1.19M +$592K +28,600 +109%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.17M +$811K +39,180 +261%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.16M +$229K +11,041 +26%
OAM
41
Oxford Asset Management
United Kingdom
$1.15M +$1.1M +53,273 New
Ameriprise
42
Ameriprise
Minnesota
$1.08M +$1.04M +50,100 New
Citadel Advisors
43
Citadel Advisors
Florida
$988K +$651K +31,443 +220%
Comerica Bank
44
Comerica Bank
Texas
$937K -$753K -36,393 -46%
WAM
45
World Asset Management
Michigan
$899K -$7.87K -380 -0.9%
EIP
46
Epoch Investment Partners
New York
$838K -$2.24M -108,424 -74%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$735K -$442K -21,364 -39%
SB
48
Suntrust Banks
Georgia
$708K +$170K +8,219 +33%
LCM
49
Logan Capital Management
Pennsylvania
$673K +$83.8K +4,049 +15%
SAM
50
Symphony Asset Management
California
$606K +$580K +28,037 New
1
2
3 4 5

PSO Hedge Fund Activity: Q1 2015 in Review

106 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2015, worth a combined $1.1B — up 23% from $891M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSO positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 27 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $36.5M. The largest seller was Invesco, cutting an estimated $13.2M.

  • 106 institutional investors held Pearson (PSO) as of Q1 2015, up from 97 in Q4 2014.
  • Funds reported $1.1B of Pearson stock for Q1 2015, up 23% quarter-over-quarter.
  • 18 funds opened new Pearson positions in Q1 2015 and 8 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2015 was Lazard Asset Management, an estimated $36.5M added.
  • The largest Pearson seller in Q1 2015 was Invesco, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2015.