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87 hedge funds and large institutions have $101M invested in Pearson in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 1.31%1.25% (-0.06%)

8% less capital invested

Capital invested by funds: $110M → $101M (-$8.74M)

12% less funds holding

Funds holding: 9987 (-12)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
87
Holders Change
-12
Holders Change %
-12.12%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
36
Closed
24
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$452K -$8.83K -842 -2%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$426K -$2.1K -200 -0.5%
AG
28
Advisor Group
Arizona
$353K -$24.3K -2,319 -6%
Bank of America
29
Bank of America
North Carolina
$339K -$274K -26,136 -44%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$284K -$162K -15,450 -36%
RJA
31
Raymond James & Associates
Florida
$273K -$7.23K -690 -3%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$266K -$36.1K -3,447 -12%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$239K -$28.2K -2,691 -10%
LPL Financial
34
LPL Financial
California
$229K +$231K +22,070 New
OFS
35
OneAscent Financial Services
Alabama
$220K +$222K +21,216 New
UBS Group
36
UBS Group
Switzerland
$210K -$56.4K -5,376 -21%
FC
37
FCA Corp
Texas
$207K
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$192K +$4.46K +425 +2%
Wells Fargo
39
Wells Fargo
California
$179K +$18.2K +1,740 +11%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$176K -$85K -8,104 -32%
AI
41
Atria Investments
North Carolina
$169K -$18.9K -1,805 -9%
RA
42
RFG Advisory
Alabama
$166K +$105 +10 +0.1%
EVM
43
Eaton Vance Management
Massachusetts
$146K +$147K +14,069 New
Stifel Financial
44
Stifel Financial
Missouri
$143K +$144K +13,778 New
FGAM
45
Financial Gravity Asset Management
Texas
$142K -$36.1K -3,448 -20%
Creative Planning
46
Creative Planning
Kansas
$130K +$5.24K +500 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$125K +$126K +12,020 New
LAM
48
Lapides Asset Management
Connecticut
$118K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$117K -$6.25K -596 -5%
WAM
50
World Asset Management
Michigan
$117K -$5.38K -513 -4%

PSO Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2019, worth a combined $101M — down 7.9% from $110M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PSO and 13 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 26 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.17M. The largest seller was Arrowstreet Capital, cutting an estimated $6.08M.

  • 87 institutional investors held Pearson (PSO) as of Q2 2019, down from 99 in Q1 2019.
  • Funds reported $101M of Pearson stock for Q2 2019, down 7.9% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q2 2019 and 24 closed out, a net change of -11 holders.
  • The largest Pearson buyer in Q2 2019 was Jane Street, an estimated $3.17M added.
  • The largest Pearson seller in Q2 2019 was Arrowstreet Capital, an estimated $6.08M sold.

Based on aggregated 13F filings for Q2 2019.