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96 hedge funds and large institutions have $129M invested in Pearson in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 9396 (+3)

0.03% less ownership

Funds ownership: 1.43%1.4% (-0.03%)

0% less capital invested

Capital invested by funds: $129M → $129M (-$118K)

43% less call options, than puts

Call options by funds: $201K | Put options by funds: $354K

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
25
Closed
19
Calls
$201K
Puts
$354K
Net Calls
-$153K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$139K
LAM
52
Lapides Asset Management
Connecticut
$136K -$35.8K -3,100 -21%
I
53
IberiaBank
Louisiana
$134K +$129K +11,192 New
QCG
54
Quadrant Capital Group
Ohio
$116K +$41.4K +3,578 +56%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$82K +$79.6K +6,884 New
Citigroup
56
Citigroup
New York
$78K +$20.9K +1,812 +38%
AF
57
Advisornet Financial
Minnesota
$51K +$49.4K +4,272 New
QC
58
QCM Cayman
Texas
$40K +$330K +28,577 New
TRCT
59
Tower Research Capital (TRC)
New York
$38K -$8.84K -765 -19%
PA
60
Parallel Advisors
California
$34K +$3.56K +308 +12%
Barclays
61
Barclays
United Kingdom
$33K +$7.22K +625 +28%
S
62
SignatureFD
Georgia
$25K +$6.16K +533 +35%
IA
63
IFP Advisors
Florida
$23K +$9.62K +832 +76%
LWM
64
Liberty Wealth Management
California
$18K +$17.8K +1,539 New
LC
65
Lindbrook Capital
California
$17K +$17.2K +1,486 New
ASN
66
Advisory Services Network
Georgia
$15K -$48.7K -4,215 -77%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$13K +$2.61K +226 +26%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$8K +$2.99K +259 +58%
PB
69
Pinnacle Bancorp
Nebraska
$8K +$7.72K +668 New
FHA
70
Flagship Harbor Advisors
Massachusetts
$7K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.02K +175 +47%
BL
72
Balentine LLC
Georgia
$7K +$6.77K +586 New
PCP
73
Proficio Capital Partners
Massachusetts
$6K
WANY
74
Wealthspire Advisors (New York)
New York
$6K +$5.66K +490 New
EFSCE
75
Enterprise Financial Services Corp (EFSC)
Missouri
$5K

PSO Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2018, worth a combined $129M — down 0.09% from $129M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSO positions and 19 closed out — a net gain of 5 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.98M. The largest seller was Jane Street, cutting an estimated $4.54M.

  • 96 institutional investors held Pearson (PSO) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $129M of Pearson stock for Q4 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new Pearson positions in Q4 2018 and 19 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $3.98M added.
  • The largest Pearson seller in Q4 2018 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2018.