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77 hedge funds and large institutions have $93.6M invested in Pearson in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 1.25%1.32% (+0.07%)

8% less capital invested

Capital invested by funds: $101M → $93.6M (-$7.88M)

11% less funds holding

Funds holding: 8777 (-10)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $136K

Holders
77
Holders Change
-10
Holders Change %
-11.49%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
29
Closed
19
Calls
Puts
$136K
Net Calls
-$136K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
PB
51
Pinnacle Bancorp
Nebraska
$15K +$4.3K +415 +33%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$13K +$7.96K +768 +123%
PA
53
Parallel Advisors
California
$12K -$12.3K -1,190 -48%
ACA
54
Atlas Capital Advisors
Wyoming
$11.8K -$23.9K -2,303 -64%
APA
55
American Portfolios Advisors
New York
$10.6K +$342 +33 +3%
HGWM
56
Harvest Group Wealth Management
Massachusetts
$9K
ZB
57
Zions Bancorporation
Utah
$7K +$2.39K +231 +39%
LWM
58
Liberty Wealth Management
California
$5K -$2.96K -286 -34%
BL
59
Balentine LLC
Georgia
$5K
FHA
60
Flagship Harbor Advisors
Massachusetts
$5K
TRCT
61
Tower Research Capital (TRC)
New York
$4K -$46.6K -4,499 -91%
EFSCE
62
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
PMFA
63
Plante Moran Financial Advisors
Michigan
$4K +$4.49K +433 New
SFS
64
Sowell Financial Services
Arkansas
$4K +$4.81K +464 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3K -$1.49K -144 -34%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
67
Geneos Wealth Management
Colorado
$3K +$3.58K +346 New
CAW
68
Cornerstone Advisors (Washington)
Washington
$3K +$3.67K +354 New
RCAG
69
Rehmann Capital Advisory Group
Michigan
$2.72K
FRA
70
Front Row Advisors
California
$2K -$601 -58 -18%
ASN
71
Advisory Services Network
Georgia
$2K
FHA
72
First Horizon Advisors
Tennessee
$1K -$601 -58 -27%
GT
73
Glenmede Trust
Pennsylvania
$16 -$2.83K -273 -13%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
-$2.5M -240,887 Closed
Deutsche Bank
75
Deutsche Bank
Germany
-$2.4M -231,967 -100%

PSO Hedge Fund Activity: Q3 2019 in Review

77 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2019, worth a combined $93.6M — down 7.8% from $101M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PSO and 11 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Heartland Advisors, adding an estimated $2.34M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.5M sold.

  • 77 institutional investors held Pearson (PSO) as of Q3 2019, down from 87 in Q2 2019.
  • Funds reported $93.6M of Pearson stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 11 funds opened new Pearson positions in Q3 2019 and 19 closed out, a net change of -8 holders.
  • The largest Pearson buyer in Q3 2019 was Heartland Advisors, an estimated $2.34M added.
  • The largest Pearson seller in Q3 2019 was Arrowstreet Capital, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2019.