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118 hedge funds and large institutions have $560M invested in Pearson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

4% more funds holding

Funds holding: 114118 (+4)

0.08% more ownership

Funds ownership: 3.89%3.97% (+0.08%)

7% less capital invested

Capital invested by funds: $605M → $560M (-$44.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
52
Reduced
24
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$2.71M -$8.25M -456,903 -74%
Morgan Stanley
27
Morgan Stanley
New York
$2.69M -$1.18M -65,199 -29%
US Bancorp
28
US Bancorp
Minnesota
$2.67M +$2.04M +113,225 +268%
CAM
29
Capstone Asset Management
Texas
$2.45M +$71.8K +3,976 +3%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$2.39M -$11M -606,876 -81%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2.26M +$2.33M +129,034 +4,777%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.19M +$1.97M +109,379 +590%
Federated Hermes
33
Federated Hermes
Pennsylvania
$2.17M +$22.4K +1,238 +1%
Deutsche Bank
34
Deutsche Bank
Germany
$2.06M -$889K -49,255 -29%
USAA
35
United Services Automobile Association
Texas
$1.55M -$4.02M -222,710 -71%
DAS
36
Dynamic Advisor Solutions
Arizona
$1.53M +$1.61M +89,410 New
Ameriprise
37
Ameriprise
Minnesota
$1.42M +$553K +30,634 +59%
GWM
38
Gupta Wealth Management
California
$1.41M -$317K -17,580 -18%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$1.35M +$66.6K +3,690 +5%
MNA
40
Manning & Napier Advisors
New York
$1.35M +$20.6K +1,139 +1%
SB
41
Suntrust Banks
Georgia
$1.33M +$813K +45,016 +137%
BG
42
Bollard Group
Massachusetts
$1.17M +$212K +11,746 +21%
RCM
43
Riverhead Capital Management
Delaware
$1.07M
M&T Bank
44
M&T Bank
New York
$992K +$1.04M +57,796 New
EIP
45
Epoch Investment Partners
New York
$798K +$127K +7,037 +18%
Comerica Bank
46
Comerica Bank
Texas
$754K -$831K -46,053 -51%
WAM
47
World Asset Management
Michigan
$730K +$62.4K +3,454 +9%
ARTA
48
A.R.T. Advisors
New York
$715K +$208K +11,500 +38%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$663K +$57.2K +3,168 +9%
Citadel Advisors
50
Citadel Advisors
Florida
$597K +$629K +34,815 New

PSO Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2015, worth a combined $560M — down 7.4% from $605M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PSO positions and 22 closed out — a net gain of 5 holders — while 52 added to existing stakes and 24 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $76M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.

  • 118 institutional investors held Pearson (PSO) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $560M of Pearson stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pearson positions in Q3 2015 and 22 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q3 2015 was Cambiar Investors, an estimated $76M added.
  • The largest Pearson seller in Q3 2015 was Jane Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2015.