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96 hedge funds and large institutions have $129M invested in Pearson in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 9396 (+3)

0.03% less ownership

Funds ownership: 1.43%1.4% (-0.03%)

0% less capital invested

Capital invested by funds: $129M → $129M (-$118K)

43% less call options, than puts

Call options by funds: $201K | Put options by funds: $354K

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
25
Closed
19
Calls
$201K
Puts
$354K
Net Calls
-$153K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$716K
JP Morgan Chase
27
JP Morgan Chase
New York
$605K -$2.46M -213,002 -81%
SFI
28
Susquehanna Fundamental Investments
Pennsylvania
$570K -$248K -21,446 -31%
Comerica Bank
29
Comerica Bank
Texas
$546K +$6.14K +531 +1%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$546K +$529K +45,770 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$507K +$3.41K +295 +0.7%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$490K -$47.4K -4,100 -9%
AG
33
Advisor Group
Arizona
$435K +$186K +16,120 +79%
RJA
34
Raymond James & Associates
Florida
$381K -$293K -25,321 -44%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$372K +$88.1K +7,619 +32%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$343K -$150K -12,952 -31%
UBS Group
37
UBS Group
Switzerland
$331K -$333K -28,820 -51%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$297K +$31.5K +2,728 +12%
ACA
39
Atlas Capital Advisors
Wyoming
$267K +$7.51K +650 +3%
FC
40
FCA Corp
Texas
$239K
GT
41
Greenleaf Trust
Michigan
$220K -$39.5K -3,419 -16%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$220K +$27.4K +2,367 +15%
GC
43
Guggenheim Capital
Illinois
$208K -$192K -16,638 -49%
Wells Fargo
44
Wells Fargo
California
$197K -$26.1K -2,255 -12%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$197K +$47.5K +4,107 +33%
AI
46
Atria Investments
North Carolina
$194K +$66.1K +5,723 +54%
Millennium Management
47
Millennium Management
New York
$176K +$170K +14,700 New
FGC
48
Financial Gravity Companies
Texas
$163K +$157K +13,587 New
Creative Planning
49
Creative Planning
Kansas
$155K +$17K +1,468 +13%
WAM
50
World Asset Management
Michigan
$141K -$93.1K -8,055 -41%

PSO Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2018, worth a combined $129M — down 0.09% from $129M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSO positions and 19 closed out — a net gain of 5 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.98M. The largest seller was Jane Street, cutting an estimated $4.54M.

  • 96 institutional investors held Pearson (PSO) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $129M of Pearson stock for Q4 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new Pearson positions in Q4 2018 and 19 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $3.98M added.
  • The largest Pearson seller in Q4 2018 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2018.