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93 hedge funds and large institutions have $225M invested in Pearson in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $346K | Put options by funds: $172K

5% more capital invested

Capital invested by funds: $214M → $225M (+$10.9M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.02% more ownership

Funds ownership: 2.08%2.1% (+0.02%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

1% less funds holding

Funds holding: 9493 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
33
Closed
14
Calls
$346K
Puts
$172K
Net Calls
+$174K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Capstone Asset Management
Texas
$1.14M -$621K -52,030 -37%
Wells Fargo
27
Wells Fargo
California
$1.05M -$140K -11,699 -13%
BG
28
Bollard Group
Massachusetts
$968K +$76.5K +6,413 +9%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$879K -$1.13M -94,400 -58%
SEI Investments
30
SEI Investments
Pennsylvania
$827K +$7.23K +606 +1%
AssetMark Inc
31
AssetMark Inc
California
$796K -$79.6K -6,673 -10%
JP Morgan Chase
32
JP Morgan Chase
New York
$758K +$113K +9,446 +19%
Deutsche Bank
33
Deutsche Bank
Germany
$726K -$1.07M -89,949 -62%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$712K -$31.4K -2,635 -5%
WAM
35
World Asset Management
Michigan
$661K +$46.6K +3,902 +8%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$651K -$168K -14,078 -19%
AL
37
Airain Ltd
Guernsey
$572K +$526K +44,047 New
Comerica Bank
38
Comerica Bank
Texas
$507K -$3.29K -276 -0.6%
UR
39
USCA RIA
Texas
$504K +$138K +11,529 +42%
NFA
40
Nationwide Fund Advisors
Ohio
$395K +$154K +12,900 +74%
VKH
41
Virtu KCG Holdings
New York
$388K +$356K +29,831 New
US Bancorp
42
US Bancorp
Minnesota
$357K -$45.1K -3,780 -12%
BTS
43
BB&T Securities
Virginia
$332K +$12.5K +1,044 +4%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$327K +$9.5K +796 +3%
LMGAM
45
Liberty Mutual Group Asset Management
Massachusetts
$276K
Marshall Wace
46
Marshall Wace
United Kingdom
$268K -$108K -9,029 -30%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$261K -$11.3K -951 -5%
OWD
48
Osborn Williams & Donohoe
Ohio
$247K
PAM
49
Princeton Alpha Management
New Jersey
$239K +$219K +18,387 New
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$223K +$1.75K +147 +0.9%

PSO Hedge Fund Activity: Q2 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2016, worth a combined $225M — up 5.1% from $214M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSO positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.94M. The largest seller was Arrowstreet Capital, cutting an estimated $6.35M.

  • 93 institutional investors held Pearson (PSO) as of Q2 2016, down from 94 in Q1 2016.
  • Funds reported $225M of Pearson stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2016 and 14 closed out, a net change of +1 holder.
  • The largest Pearson buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $3.94M added.
  • The largest Pearson seller in Q2 2016 was Arrowstreet Capital, an estimated $6.35M sold.

Based on aggregated 13F filings for Q2 2016.