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114 hedge funds and large institutions have $605M invested in Pearson in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

8% more funds holding

Funds holding: 106114 (+8)

0.73% less ownership

Funds ownership: 4.62%3.89% (-0.73%)

45% less capital invested

Capital invested by funds: $1.1B → $605M (-$492M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
47
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$5.47M +$5.85M +286,136 +12,281%
AG
27
Aperio Group
California
$5.1M +$61.5K +3,011 +1%
PPA
28
Parametric Portfolio Associates
Washington
$4.81M +$603K +29,508 +13%
Morgan Stanley
29
Morgan Stanley
New York
$4.21M -$638K -31,248 -12%
GIM
30
Goelzer Investment Management
Indiana
$3.4M +$82.9K +4,060 +2%
Deutsche Bank
31
Deutsche Bank
Germany
$3.21M +$1.69M +82,494 +95%
Goldman Sachs
32
Goldman Sachs
New York
$2.99M -$565K -27,638 -15%
CAM
33
Capstone Asset Management
Texas
$2.64M +$90.5K +4,430 +3%
Federated Hermes
34
Federated Hermes
Pennsylvania
$2.38M +$157K +7,702 +7%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2.37M +$2.56M +125,180 New
GC
36
Guggenheim Capital
Illinois
$2.35M +$81.3K +3,978 +3%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$2.18M +$514K +25,177 +33%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$2.14M +$270K +13,201 +13%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$1.98M +$2.13M +104,200 New
GWM
40
Gupta Wealth Management
California
$1.89M -$72.6K -3,552 -3%
Comerica Bank
41
Comerica Bank
Texas
$1.71M +$952K +46,619 +108%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.49M +$509K +24,903 +46%
MNA
43
Manning & Napier Advisors
New York
$1.47M +$1.59M +77,794 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$1.43M -$16.1K -787 -1%
IPC
45
Independent Portfolio Consultants
Florida
$1.39M -$310K -15,190 -17%
PP
46
PDT Partners
New York
$1.24M +$1.34M +65,600 New
CS
47
Credit Suisse
Switzerland
$1.24M +$991K +48,516 +288%
RCM
48
Riverhead Capital Management
Delaware
$1.18M
BG
49
Bollard Group
Massachusetts
$1.07M +$29K +1,422 +3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.03M

PSO Hedge Fund Activity: Q2 2015 in Review

114 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2015, worth a combined $605M — down 45% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $36M. The largest seller was UBS Group, cutting an estimated $220M.

  • 114 institutional investors held Pearson (PSO) as of Q2 2015, up from 106 in Q1 2015.
  • Funds reported $605M of Pearson stock for Q2 2015, down 45% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2015 and 11 closed out, a net change of +9 holders.
  • The largest Pearson buyer in Q2 2015 was Jane Street, an estimated $36M added.
  • The largest Pearson seller in Q2 2015 was UBS Group, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.