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Pearson
PSO

94 hedge funds and large institutions have $106M invested in Pearson in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more funds holding

Funds holding: 84 → 94 (+10)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $102M → $106M (+$3.39M)

0.01% less ownership

Funds ownership: 1.3% → 1.29% (-0.01%)

81% less call options, than puts

Call options by funds: $20K | Put options by funds: $106K

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
26
Reduced
24
Closed
13
Calls
$20K
Puts
$106K
Net Calls
-$86K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.57M
2
BG
Bollard Group
Massachusetts
+$802K
3
BCM
BlueCrest Capital Management
Jersey
+$451K
4
US Bancorp
US Bancorp
Minnesota
+$431K
5
SI
Sensato Investors
California
+$430K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.99M
2
Jane Street
Jane Street
New York
-$1.91M
3
OMC
Old Mission Capital
Illinois
-$1.47M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.3M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$926K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$468K -$15.9K -1,595 -4%
SI
27
Sensato Investors
California
$455K +$430K +43,200 New
WAM
28
World Asset Management
Michigan
$329K -$152K -15,249 -33%
OMC
29
Old Mission Capital
Illinois
$307K -$1.47M -147,620 -84%
RJA
30
Raymond James & Associates
Florida
$298K -$1.99M -199,700 -88%
FA
31
FDx Advisors
Illinois
$272K -$77.2K -7,751 -23%
Wells Fargo
32
Wells Fargo
California
$216K -$25K -2,511 -11%
FC
33
FCA Corp
Texas
$211K – – –
GHCM
34
Glen Harbor Capital Management
California
$190K – – –
CAN
35
Claraphi Advisory Network
United States
$183K +$173K +17,422 New
Two Sigma Advisers
36
Two Sigma Advisers
New York
$177K +$167K +16,800 New
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$176K +$9.99K +1,004 +6%
Invesco
38
Invesco
Georgia
$173K -$7.28K -731 -4%
LAM
39
Lapides Asset Management
Connecticut
$173K – – –
Geode Capital Management
40
Geode Capital Management
Massachusetts
$166K +$38.2K +3,837 +32%
MCIM
41
Meadow Creek Investment Management
Georgia
$156K – – –
TSS
42
Two Sigma Securities
New York
$153K +$144K +14,500 New
VAM
43
Visionary Asset Management
Texas
$140K +$5.96K +599 +5%
AG
44
Advisor Group
Arizona
$131K +$105K +10,532 +563%
EP
45
Elkfork Partners
Oregon
$123K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$122K +$103K +10,317 +795%
Creative Planning
47
Creative Planning
Kansas
$121K -$26.9K -2,700 -19%
AI
48
Atria Investments
North Carolina
$116K +$110K +11,027 New
TI
49
Trexquant Investment
Connecticut
$106K +$100K +10,062 New
RCM
50
Riverhead Capital Management
Delaware
$98K – – –
1
2
3 4 5

PSO Hedge Fund Activity: Q1 2018 in Review

94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2018, worth a combined $106M — up 3.3% from $102M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSO positions and 13 closed out — a net gain of 10 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $3.57M. The largest seller was Raymond James & Associates, cutting an estimated $1.99M.

  • 94 institutional investors held Pearson (PSO) as of Q1 2018, up from 84 in Q4 2017.
  • Funds reported $106M of Pearson stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 23 funds opened new Pearson positions in Q1 2018 and 13 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2018 was Arrowstreet Capital, an estimated $3.57M added.
  • The largest Pearson seller in Q1 2018 was Raymond James & Associates, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2018.