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Pearson
PSO

75 hedge funds and large institutions have $81.8M invested in Pearson in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 1.32% → 1.24% (-0.08%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 77 → 75 (-2)

13% less capital invested

Capital invested by funds: $93.6M → $81.8M (-$11.8M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $130K

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
31
Closed
14
Calls
–
Puts
$130K
Net Calls
-$130K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.68M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.17M
3
Jane Street
Jane Street
New York
+$797K
4
OMC
Old Mission Capital
Illinois
+$506K
5
ECM
ExodusPoint Capital Management
New York
+$461K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$4.46M
2
HA
Heartland Advisors
Wisconsin
-$1.9M
3
US Bancorp
US Bancorp
Minnesota
-$1.47M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.18M
5
Northern Trust
Northern Trust
Illinois
-$995K
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
26
Verition Fund Management
Connecticut
$430K +$439K +50,999 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$324K -$91.8K -10,671 -22%
CAAS
28
Capital Asset Advisory Services
Michigan
$312K +$361K +41,988 New
Comerica Bank
29
Comerica Bank
Texas
$293K -$3.65K -425 -1%
AG
30
Advisor Group
Arizona
$261K +$370 +43 +0.1%
FIA
31
FNY Investment Advisers
New York
$229K +$234K +27,226 New
SIS
32
Susquehanna International Securities
Ireland
$211K – – –
UBS Group
33
UBS Group
Switzerland
$210K +$20.8K +2,416 +11%
AI
34
Atria Investments
North Carolina
$205K +$209K +24,345 New
Citadel Advisors
35
Citadel Advisors
Florida
$203K +$207K +24,104 New
GT
36
Greenleaf Trust
Michigan
$194K +$106K +12,312 +115%
ARTA
37
A.R.T. Advisors
New York
$174K +$177K +20,597 New
OFS
38
OneAscent Financial Services
Alabama
$172K +$175K +20,366 New
FC
39
FCA Corp
Texas
$169K – – –
Wells Fargo
40
Wells Fargo
California
$152K +$6.4K +744 +4%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$138K -$34.4K -4,005 -20%
RA
42
RFG Advisory
Alabama
$108K -$27.8K -3,233 -20%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$99K -$79.6K -9,262 -44%
LAM
44
Lapides Asset Management
Connecticut
$96K – – –
Two Sigma Advisers
45
Two Sigma Advisers
New York
$94K -$73.1K -8,500 -43%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$89K -$3.65K -425 -4%
Citigroup
47
Citigroup
New York
$86K +$30.7K +3,572 +55%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$81K +$40.8K +4,745 +98%
QCG
49
Quadrant Capital Group
Ohio
$60K -$101K -11,703 -61%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$52K -$45.9K -5,340 -46%
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PSO Hedge Fund Activity: Q4 2019 in Review

75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2019, worth a combined $81.8M — down 13% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 20 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.68M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.46M.

  • 75 institutional investors held Pearson (PSO) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $81.8M of Pearson stock for Q4 2019, down 13% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q4 2019 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q4 2019 was JP Morgan Chase, an estimated $3.68M added.
  • The largest Pearson seller in Q4 2019 was Parametric Portfolio Associates, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2019.