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93 hedge funds and large institutions have $129M invested in Pearson in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $121M → $129M (+$7.38M)

0.09% more ownership

Funds ownership: 1.34%1.43% (+0.09%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 9593 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
51
Financial Gravity Asset Management
Texas
$153K +$15.6K +1,331 +11%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$143K +$59.9K +5,114 +70%
EP
53
Elkfork Partners
Oregon
$134K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$134K
Creative Planning
55
Creative Planning
Kansas
$133K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$133K +$135K +11,536 New
AI
57
Atria Investments
North Carolina
$121K +$123K +10,510 New
RCM
58
Riverhead Capital Management
Delaware
$107K
TAM
59
Tyers Asset Management
Texas
$98K
QCG
60
Quadrant Capital Group
Ohio
$72K
QT
61
Quantbot Technologies
New York
$71K +$20.9K +1,783 +40%
ASN
62
Advisory Services Network
Georgia
$63K
Citigroup
63
Citigroup
New York
$54K -$12K -1,023 -18%
TRCT
64
Tower Research Capital (TRC)
New York
$46K +$38.1K +3,255 +434%
PA
65
Parallel Advisors
California
$30K
Barclays
66
Barclays
United Kingdom
$25K
S
67
SignatureFD
Georgia
$18K -$2.76K -236 -13%
IA
68
IFP Advisors
Florida
$13K +$1.14K +97 +10%
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$10K
FHA
70
Flagship Harbor Advisors
Massachusetts
$7K +$7.47K +638 New
PCP
71
Proficio Capital Partners
Massachusetts
$6K +$620 +53 +11%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$5K -$7.89K -674 -60%
EFSCE
73
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
HMS
74
Hanseatic Management Services
New Mexico
$5K
LIA
75
LS Investment Advisors
Michigan
$5K

PSO Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2018, worth a combined $129M — up 6.1% from $121M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 34 added.

The largest buyer was Jane Street, adding an estimated $2.92M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 93 institutional investors held Pearson (PSO) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $129M of Pearson stock for Q3 2018, up 6.1% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2018 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2018 was Jane Street, an estimated $2.92M added.
  • The largest Pearson seller in Q3 2018 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2018.