Pearson
97 hedge funds and large institutions have $891M invested in Pearson in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
8% more funds holding
Funds holding: 90 → 97 (+7)
0.34% more ownership
Funds ownership: 3.91% → 4.25% (+0.34%)
3% less capital invested
Capital invested by funds: $916M → $891M (-$24.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$24M |
| 2 |
HCM
Hamlin Capital Management
New York
|
+$9.59M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.78M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.47M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.65M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$4.62M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$3.96M |
| 4 |
Two Sigma Advisers
New York
|
-$1.27M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
-$1.23M |
PSO Hedge Fund Activity: Q4 2014 in Review
97 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2014, worth a combined $891M — down 2.7% from $916M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 31 added to existing stakes and 26 trimmed.
The largest buyer was Sterling Capital Management, adding an estimated $24M. The largest seller was JP Morgan Chase, cutting an estimated $8.65M.
- 97 institutional investors held Pearson (PSO) as of Q4 2014, up from 90 in Q3 2014.
- Funds reported $891M of Pearson stock for Q4 2014, down 2.7% quarter-over-quarter.
- 21 funds opened new Pearson positions in Q4 2014 and 13 closed out, a net change of +8 holders.
- The largest Pearson buyer in Q4 2014 was Sterling Capital Management, an estimated $24M added.
- The largest Pearson seller in Q4 2014 was JP Morgan Chase, an estimated $8.65M sold.
Based on aggregated 13F filings for Q4 2014.