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95 hedge funds and large institutions have $121M invested in Pearson in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $106M → $121M (+$15.8M)

1% more funds holding

Funds holding: 9495 (+1)

0.05% more ownership

Funds ownership: 1.29%1.34% (+0.05%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
25
Closed
16
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$773K +$768K +66,433 New
RJA
27
Raymond James & Associates
Florida
$721K +$391K +33,816 +119%
UBS Group
28
UBS Group
Switzerland
$630K -$146K -12,654 -19%
BCM
29
BlueCrest Capital Management
Jersey
$614K +$87.7K +7,590 +17%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$549K +$352K +30,500 +182%
GC
31
Guggenheim Capital
Illinois
$540K -$71.2K -6,165 -12%
Comerica Bank
32
Comerica Bank
Texas
$510K -$959 -83 -0.2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$478K -$144K -12,425 -23%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$460K +$458K +39,660 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$444K +$421K +36,431 +1,967%
ARTA
36
A.R.T. Advisors
New York
$329K +$328K +28,425 New
WAM
37
World Asset Management
Michigan
$273K -$89.2K -7,719 -25%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$271K +$87.8K +7,596 +48%
MYIA
39
Mount Yale Investment Advisors
Colorado
$249K +$248K +21,490 New
ACA
40
Atlas Capital Advisors
Wyoming
$232K +$224K +19,397 New
FC
41
FCA Corp
Texas
$232K
Wells Fargo
42
Wells Fargo
California
$230K -$8.7K -753 -4%
JP Morgan Chase
43
JP Morgan Chase
New York
$218K +$211K +18,288 +3,412%
GHCM
44
Glen Harbor Capital Management
California
$209K
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$193K -$693 -60 -0.4%
Invesco
46
Invesco
Georgia
$186K -$3.92K -339 -2%
LAM
47
Lapides Asset Management
Connecticut
$184K -$5.78K -500 -3%
MCIM
48
Meadow Creek Investment Management
Georgia
$172K
CAN
49
Claraphi Advisory Network
United States
$167K -$35K -3,029 -17%
AG
50
Advisor Group
Arizona
$153K +$8.32K +720 +6%

PSO Hedge Fund Activity: Q2 2018 in Review

95 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2018, worth a combined $121M — up 15% from $106M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $5.3M. The largest seller was Deutsche Bank, cutting an estimated $4.46M.

  • 95 institutional investors held Pearson (PSO) as of Q2 2018, up from 94 in Q1 2018.
  • Funds reported $121M of Pearson stock for Q2 2018, up 15% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2018 and 16 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q2 2018 was Glenmede Trust, an estimated $5.3M added.
  • The largest Pearson seller in Q2 2018 was Deutsche Bank, an estimated $4.46M sold.

Based on aggregated 13F filings for Q2 2018.