Pearson
90 hedge funds and large institutions have $916M invested in Pearson in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 20 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 25
0.81% less ownership
Funds ownership: 4.73% → 3.91% (-0.81%)
7% less funds holding
Funds holding: 97 → 90 (-7)
12% less capital invested
Capital invested by funds: $1.04B → $916M (-$120M)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$10.2M |
| 3 |
HCM
Hamlin Capital Management
New York
|
+$10.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.64M |
| 5 |
Renaissance Technologies
New York
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$72.2M |
| 2 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$66.6M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$26.6M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$11M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$6.99M |
PSO Hedge Fund Activity: Q3 2014 in Review
90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2014, worth a combined $916M — down 12% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PSO and 13 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 36 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $15.4M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $72.2M sold.
- 90 institutional investors held Pearson (PSO) as of Q3 2014, down from 97 in Q2 2014.
- Funds reported $916M of Pearson stock for Q3 2014, down 12% quarter-over-quarter.
- 13 funds opened new Pearson positions in Q3 2014 and 20 closed out, a net change of -7 holders.
- The largest Pearson buyer in Q3 2014 was JP Morgan Chase, an estimated $15.4M added.
- The largest Pearson seller in Q3 2014 was Thornburg Investment Management, an estimated $72.2M sold.
Based on aggregated 13F filings for Q3 2014.