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118 hedge funds and large institutions have $560M invested in Pearson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

4% more funds holding

Funds holding: 114118 (+4)

0.08% more ownership

Funds ownership: 3.89%3.97% (+0.08%)

7% less capital invested

Capital invested by funds: $605M → $560M (-$44.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
52
Reduced
24
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Logan Capital Management
Pennsylvania
$567K -$9.04K -501 -1%
IPC
52
Independent Portfolio Consultants
Florida
$534K -$759K -42,057 -57%
JP Morgan Chase
53
JP Morgan Chase
New York
$528K -$9.43M -522,588 -94%
HI
54
HBK Investments
Texas
$518K -$48.7K -2,700 -8%
AI
55
ArchPoint Investors
Florida
$451K +$32K +1,775 +7%
Stifel Financial
56
Stifel Financial
Missouri
$417K +$180K +9,961 +69%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$412K -$545K -30,180 -56%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$399K +$44.6K +2,471 +12%
BOH
59
Bank of Hawaii
Hawaii
$394K +$77.5K +4,295 +23%
IB
60
Intrust Bank
Kansas
$376K +$396K +21,917 New
PSUF
61
People's United Financial
Connecticut
$354K +$373K +20,644 New
GVT
62
Genesee Valley Trust
New York
$352K +$371K +20,531 New
OWD
63
Osborn Williams & Donohoe
Ohio
$324K -$36.1K -2,000 -10%
RFC
64
Regions Financial Corp
Alabama
$304K +$113K +6,260 +55%
GIA
65
GHP Investment Advisors
Colorado
$297K +$650 +36 +0.2%
AI
66
Atria Investments
North Carolina
$293K -$23.1K -1,280 -7%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$293K +$308K +17,070 New
AT
68
Arden Trust
Delaware
$292K +$308K +17,063 New
BUB
69
BBVA USA Bancshares
Texas
$291K +$306K +16,931 New
CIM
70
Calvert Investment Management
Maryland
$281K
GC
71
Guggenheim Capital
Illinois
$270K -$1.95M -108,213 -87%
RBC
72
Ronald Blue & Co
Georgia
$268K +$282K +15,626 New
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$265K +$325 +18 +0.1%
RJT
74
Raymond James Trust
Florida
$248K +$17.2K +954 +7%
FCCM
75
First City Capital Management
Georgia
$240K

PSO Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2015, worth a combined $560M — down 7.4% from $605M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PSO positions and 22 closed out — a net gain of 5 holders — while 52 added to existing stakes and 24 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $76M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.

  • 118 institutional investors held Pearson (PSO) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $560M of Pearson stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pearson positions in Q3 2015 and 22 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q3 2015 was Cambiar Investors, an estimated $76M added.
  • The largest Pearson seller in Q3 2015 was Jane Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2015.