Pearson
76 hedge funds and large institutions have $90.8M invested in Pearson in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 18 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0.27% less ownership
Funds ownership: 1.62% → 1.36% (-0.27%)
16% less funds holding
Funds holding: 90 → 76 (-14)
24% less capital invested
Capital invested by funds: $120M → $90.8M (-$28.9M)
41% less call options, than puts
Call options by funds: $93K | Put options by funds: $157K
72% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.14M |
| 2 |
Morgan Stanley
New York
|
+$2.37M |
| 3 |
JP Morgan Chase
New York
|
+$2.04M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.62M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$8.44M |
| 2 |
Jane Street
New York
|
-$5.19M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.09M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$3.01M |
| 5 |
Millennium Management
New York
|
-$2.92M |
PSO Hedge Fund Activity: Q3 2017 in Review
76 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2017, worth a combined $90.8M — down 24% from $120M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PSO and 5 opened new positions — a net loss of 13 holders — while 28 trimmed existing stakes and 29 added.
The largest buyer was Deutsche Bank, adding an estimated $3.14M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $8.44M sold.
- 76 institutional investors held Pearson (PSO) as of Q3 2017, down from 90 in Q2 2017.
- Funds reported $90.8M of Pearson stock for Q3 2017, down 24% quarter-over-quarter.
- 5 funds opened new Pearson positions in Q3 2017 and 18 closed out, a net change of -13 holders.
- The largest Pearson buyer in Q3 2017 was Deutsche Bank, an estimated $3.14M added.
- The largest Pearson seller in Q3 2017 was State of Michigan Retirement System, an estimated $8.44M sold.
Based on aggregated 13F filings for Q3 2017.