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114 hedge funds and large institutions have $605M invested in Pearson in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

8% more funds holding

Funds holding: 106114 (+8)

0.73% less ownership

Funds ownership: 4.62%3.89% (-0.73%)

45% less capital invested

Capital invested by funds: $1.1B → $605M (-$492M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
47
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$989K +$41.7K +2,041 +4%
US Bancorp
52
US Bancorp
Minnesota
$802K +$541K +26,493 +167%
EIP
53
Epoch Investment Partners
New York
$749K +$14.5K +709 +2%
WAM
54
World Asset Management
Michigan
$741K -$52K -2,543 -6%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$671K +$29.8K +1,460 +4%
LCM
56
Logan Capital Management
Pennsylvania
$637K +$49.7K +2,432 +8%
HI
57
HBK Investments
Texas
$624K +$372K +18,186 +124%
SB
58
Suntrust Banks
Georgia
$622K -$204 -10 -0%
ARTA
59
A.R.T. Advisors
New York
$572K +$335K +16,415 +119%
SAM
60
Symphony Asset Management
California
$492K -$43.2K -2,116 -8%
VKH
61
Virtu KCG Holdings
New York
$492K -$38.8K -1,897 -7%
AI
62
ArchPoint Investors
Florida
$464K
Geode Capital Management
63
Geode Capital Management
Massachusetts
$394K -$17.2K -840 -4%
OWD
64
Osborn Williams & Donohoe
Ohio
$394K
BOH
65
Bank of Hawaii
Hawaii
$354K +$29.1K +1,424 +8%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$352K +$5.41K +265 +1%
AI
67
Atria Investments
North Carolina
$348K +$2.06K +101 +0.6%
CSS
68
Cubist Systematic Strategies
Connecticut
$345K +$162K +7,914 +77%
GIA
69
GHP Investment Advisors
Colorado
$324K +$1.19K +58 +0.3%
CIM
70
Calvert Investment Management
Maryland
$310K +$334K +16,373 New
SCM
71
Stevens Capital Management
Pennsylvania
$296K +$319K +15,598 New
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$292K -$4.07K -199 -1%
OAM
73
Oxford Asset Management
United Kingdom
$284K -$782K -38,292 -72%
Stifel Financial
74
Stifel Financial
Missouri
$271K +$293K +14,360 New
FCCM
75
First City Capital Management
Georgia
$265K -$51.1K -2,500 -15%

PSO Hedge Fund Activity: Q2 2015 in Review

114 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2015, worth a combined $605M — down 45% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $36M. The largest seller was UBS Group, cutting an estimated $220M.

  • 114 institutional investors held Pearson (PSO) as of Q2 2015, up from 106 in Q1 2015.
  • Funds reported $605M of Pearson stock for Q2 2015, down 45% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2015 and 11 closed out, a net change of +9 holders.
  • The largest Pearson buyer in Q2 2015 was Jane Street, an estimated $36M added.
  • The largest Pearson seller in Q2 2015 was UBS Group, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.