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Pearson
PSO

90 hedge funds and large institutions have $916M invested in Pearson in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

0.81% less ownership

Funds ownership: 4.73% → 3.91% (-0.81%)

7% less funds holding

Funds holding: 97 → 90 (-7)

12% less capital invested

Capital invested by funds: $1.04B → $916M (-$120M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$15.4M
2
U
UBS
Switzerland
+$10.2M
3
HCM
Hamlin Capital Management
New York
+$10.2M
4
Invesco
Invesco
Georgia
+$9.64M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$72.2M
2
VFA
Virtus Fund Advisers
Connecticut
-$66.6M
3
SCM
Sterling Capital Management
North Carolina
-$26.6M
4
Northern Trust
Northern Trust
Illinois
-$11M
5
MAA
Managed Account Advisors
New Jersey
-$6.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$18K +$15.2K +799 +747%
CHC
77
City Holding Co
West Virginia
$17K – – –
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$15K +$6.95K +364 +100%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$10K – – –
LIA
80
LS Investment Advisors
Michigan
$8K – – –
EWM
81
Evercore Wealth Management
New York
$8K +$2.12K +111 +40%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7.1K +372 New
TRCT
83
Tower Research Capital (TRC)
New York
$6K +$5.95K +312 New
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$3K – – –
CFA
86
Carroll Financial Associates
North Carolina
$3K – – –
AIG
87
American International Group
New York
$1.98K +$992 +52 +111%
MFS
88
MSI Financial Services
Massachusetts
$1K – – –
NES
89
New England Securities
New York
$1K – – –
PIM
90
Parasol Investment Management
Illinois
$1K – – –
TIM
91
Thornburg Investment Management
New Mexico
– -$72.2M -3,644,950 Closed
VFA
92
Virtus Fund Advisers
Connecticut
– -$66.6M -3,362,846 Closed
RFC
93
Russell Frank Company
Washington
– -$4.59M -248,820 Closed
FA
94
FDx Advisors
Illinois
– -$1.94M -98,003 Closed
Barclays
95
Barclays
United Kingdom
– -$1.64M -86,033 Closed
GT
96
Glenmede Trust
Pennsylvania
– -$963K -48,673 Closed
STC
97
SEI Trust Company
Pennsylvania
– -$659K -33,282 Closed
Millennium Management
98
Millennium Management
New York
– -$626K -31,606 Closed
LPL Financial
99
LPL Financial
California
– -$521K -26,311 Closed
ONB
100
Old National Bancorp
Indiana
– -$364K -18,345 Closed
1 2 3
4
5

PSO Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2014, worth a combined $916M — down 12% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 13 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 36 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $15.4M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $72.2M sold.

  • 90 institutional investors held Pearson (PSO) as of Q3 2014, down from 97 in Q2 2014.
  • Funds reported $916M of Pearson stock for Q3 2014, down 12% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2014 and 20 closed out, a net change of -7 holders.
  • The largest Pearson buyer in Q3 2014 was JP Morgan Chase, an estimated $15.4M added.
  • The largest Pearson seller in Q3 2014 was Thornburg Investment Management, an estimated $72.2M sold.

Based on aggregated 13F filings for Q3 2014.