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93 hedge funds and large institutions have $129M invested in Pearson in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $121M → $129M (+$7.38M)

0.09% more ownership

Funds ownership: 1.34%1.43% (+0.09%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 9593 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
26
Susquehanna Fundamental Investments
Pennsylvania
$797K -$817K -69,802 -50%
Bank of America
27
Bank of America
North Carolina
$763K -$567K -48,451 -42%
CS
28
Credit Suisse
Switzerland
$691K -$468K -40,000 -40%
RJA
29
Raymond James & Associates
Florida
$659K -$57.5K -4,911 -8%
UBS Group
30
UBS Group
Switzerland
$651K +$26.6K +2,274 +4%
Comerica Bank
31
Comerica Bank
Texas
$522K +$29.6K +2,529 +6%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$520K -$25.8K -2,200 -5%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$486K +$11.3K +968 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$480K +$39.8K +3,402 +9%
OAM
35
Oxford Asset Management
United Kingdom
$394K -$378K -32,305 -49%
GC
36
Guggenheim Capital
Illinois
$392K -$146K -12,490 -27%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$271K +$131K +11,211 +91%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$255K -$14.4K -1,233 -5%
GT
39
Greenleaf Trust
Michigan
$252K +$256K +21,883 New
ACA
40
Atlas Capital Advisors
Wyoming
$239K +$27K +2,303 +12%
AG
41
Advisor Group
Arizona
$234K +$84.6K +7,225 +55%
FC
42
FCA Corp
Texas
$230K
ARTA
43
A.R.T. Advisors
New York
$229K -$99.5K -8,500 -30%
WAM
44
World Asset Management
Michigan
$229K -$42.7K -3,649 -16%
Wells Fargo
45
Wells Fargo
California
$216K -$12.6K -1,075 -5%
GHCM
46
Glen Harbor Capital Management
California
$208K
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$186K -$6.47K -553 -3%
MCIM
48
Meadow Creek Investment Management
Georgia
$171K
LAM
49
Lapides Asset Management
Connecticut
$167K -$16.4K -1,400 -9%
Invesco
50
Invesco
Georgia
$165K -$20.6K -1,763 -11%

PSO Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2018, worth a combined $129M — up 6.1% from $121M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 34 added.

The largest buyer was Jane Street, adding an estimated $2.92M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 93 institutional investors held Pearson (PSO) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $129M of Pearson stock for Q3 2018, up 6.1% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2018 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2018 was Jane Street, an estimated $2.92M added.
  • The largest Pearson seller in Q3 2018 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2018.