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Pearson
PSO

95 hedge funds and large institutions have $121M invested in Pearson in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $106M → $121M (+$15.8M)

1% more funds holding

Funds holding: 94 → 95 (+1)

0.05% more ownership

Funds ownership: 1.29% → 1.34% (+0.05%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
25
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$87K

Top Buyers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
+$5.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.3M
3
FIM
Freedom Investment Management
Connecticut
+$1.46M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$1.18M
5
US Bancorp
US Bancorp
Minnesota
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$4.46M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.1M
3
Jane Street
Jane Street
New York
-$2.04M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.69M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$149K +$148K +12,807 New
OMC
52
Old Mission Capital
Illinois
$146K -$191K -16,492 -57%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$143K +$143K +12,338 New
FGAM
54
Financial Gravity Asset Management
Texas
$141K +$137K +11,879 +7,471%
EP
55
Elkfork Partners
Oregon
$135K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$135K – – –
Creative Planning
57
Creative Planning
Kansas
$134K – – –
RCM
58
Riverhead Capital Management
Delaware
$108K – – –
CSS
59
Cubist Systematic Strategies
Connecticut
$102K +$101K +8,750 New
TAM
60
Tyers Asset Management
Texas
$98K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$86K +$4.28K +370 +5%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$77K +$2.63K +228 +4%
QCG
63
Quadrant Capital Group
Ohio
$72K – – –
Citigroup
64
Citigroup
New York
$67K +$12.2K +1,057 +23%
ASN
65
Advisory Services Network
Georgia
$66K – – –
SEI Investments
66
SEI Investments
Pennsylvania
$56K -$5.99K -518 -10%
QT
67
Quantbot Technologies
New York
$51K +$50.9K +4,406 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K -$10.7K -923 -20%
PA
69
Parallel Advisors
California
$30K +$1.42K +123 +5%
Barclays
70
Barclays
United Kingdom
$26K -$10.3K -892 -29%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$22K +$21.4K +1,854 New
S
72
SignatureFD
Georgia
$21K +$11.5K +994 +127%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$17.6K +$14K +1,216 +404%
IA
74
IFP Advisors
Florida
$12K – – –
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$12K – – –
1 2
3
4 5

PSO Hedge Fund Activity: Q2 2018 in Review

95 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2018, worth a combined $121M — up 15% from $106M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $5.3M. The largest seller was Deutsche Bank, cutting an estimated $4.46M.

  • 95 institutional investors held Pearson (PSO) as of Q2 2018, up from 94 in Q1 2018.
  • Funds reported $121M of Pearson stock for Q2 2018, up 15% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2018 and 16 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q2 2018 was Glenmede Trust, an estimated $5.3M added.
  • The largest Pearson seller in Q2 2018 was Deutsche Bank, an estimated $4.46M sold.

Based on aggregated 13F filings for Q2 2018.