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94 hedge funds and large institutions have $106M invested in Pearson in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more funds holding

Funds holding: 8494 (+10)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $102M → $106M (+$3.39M)

0.01% less ownership

Funds ownership: 1.3%1.29% (-0.01%)

81% less call options, than puts

Call options by funds: $20K | Put options by funds: $106K

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
24
Closed
13
Calls
$20K
Puts
$106K
Net Calls
-$86K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Advisors Preferred
Maryland
$93K +$87.9K +8,825 New
TAM
52
Tyers Asset Management
Texas
$89K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$73K +$8.98K +902 +15%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$72K -$4.23K -425 -6%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$69K +$5.54K +557 +10%
QCG
56
Quadrant Capital Group
Ohio
$65K
ASN
57
Advisory Services Network
Georgia
$58K +$54.4K +5,465 New
SEI Investments
58
SEI Investments
Pennsylvania
$56K +$12.9K +1,295 +32%
TRCT
59
Tower Research Capital (TRC)
New York
$52K +$48.3K +4,848 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$3.03K +304 +7%
Citigroup
61
Citigroup
New York
$49K +$13.6K +1,370 +41%
Barclays
62
Barclays
United Kingdom
$32K +$30.2K +3,033 +5,141%
PA
63
Parallel Advisors
California
$26K -$20 -2 -0.1%
VCM
64
Virtue Capital Management
Tennessee
$23K +$597 +60 +3%
SF
65
Synovus Financial
Georgia
$21K +$19.9K +2,000 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$19K -$11.8K -1,187 -39%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$12K +$2.26K +227 +25%
GT
68
Glenmede Trust
Pennsylvania
$10K
IA
69
IFP Advisors
Florida
$10K
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$9K -$259 -26 -3%
S
71
SignatureFD
Georgia
$8K +$7.82K +785 New
JP Morgan Chase
72
JP Morgan Chase
New York
$6K -$1.3M -130,341 -100%
ZB
73
Zions Bancorporation
Utah
$6K +$5.63K +566 New
DVM
74
Dreman Value Management
Florida
$5K
PCP
75
Proficio Capital Partners
Massachusetts
$5K

PSO Hedge Fund Activity: Q1 2018 in Review

94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2018, worth a combined $106M — up 3.3% from $102M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSO positions and 13 closed out — a net gain of 10 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $3.57M. The largest seller was Raymond James & Associates, cutting an estimated $1.99M.

  • 94 institutional investors held Pearson (PSO) as of Q1 2018, up from 84 in Q4 2017.
  • Funds reported $106M of Pearson stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 23 funds opened new Pearson positions in Q1 2018 and 13 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2018 was Arrowstreet Capital, an estimated $3.57M added.
  • The largest Pearson seller in Q1 2018 was Raymond James & Associates, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2018.