Pearson
90 hedge funds and large institutions have $120M invested in Pearson in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 17 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
0.33% less ownership
Funds ownership: 1.96% → 1.62% (-0.33%)
5% less funds holding
Funds holding: 95 → 90 (-5)
12% less capital invested
Capital invested by funds: $137M → $120M (-$16.8M)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $1.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$2.92M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.47M |
| 3 |
Millennium Management
New York
|
+$1.97M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.07M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.4M |
| 2 |
Jane Street
New York
|
-$7.78M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.7M |
| 4 |
JP Morgan Chase
New York
|
-$2.73M |
| 5 |
Renaissance Technologies
New York
|
-$2.54M |
PSO Hedge Fund Activity: Q2 2017 in Review
90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2017, worth a combined $120M — down 12% from $137M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PSO and 12 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 31 added.
The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), opening a new position worth an estimated $2.92M. The largest seller was Arrowstreet Capital, cutting an estimated $11.4M.
- 90 institutional investors held Pearson (PSO) as of Q2 2017, down from 95 in Q1 2017.
- Funds reported $120M of Pearson stock for Q2 2017, down 12% quarter-over-quarter.
- 12 funds opened new Pearson positions in Q2 2017 and 17 closed out, a net change of -5 holders.
- The largest Pearson buyer in Q2 2017 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $2.92M added.
- The largest Pearson seller in Q2 2017 was Arrowstreet Capital, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2017.