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114 hedge funds and large institutions have $605M invested in Pearson in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

8% more funds holding

Funds holding: 106114 (+8)

0.73% less ownership

Funds ownership: 4.62%3.89% (-0.73%)

45% less capital invested

Capital invested by funds: $1.1B → $605M (-$492M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
47
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
76
Visium Asset Management
New York
$258K +$278K +13,600 New
RJT
77
Raymond James Trust
Florida
$257K -$1.66K -81 -0.6%
RFC
78
Regions Financial Corp
Alabama
$218K +$30.2K +1,477 +15%
Verition Fund Management
79
Verition Fund Management
Connecticut
$213K +$229K +11,213 New
QT
80
Quantbot Technologies
New York
$190K -$30.1K -1,474 -13%
AC
81
Alexandria Capital
Virginia
$185K
Bessemer Group
82
Bessemer Group
New Jersey
$121K +$130K +6,375 New
DADC
83
D.A. Davidson & Co
Montana
$80K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$51K +$6.86K +336 +14%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$49K -$82.9K -4,056 -61%
FMT
86
First Mercantile Trust
Tennessee
$44K
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$43K +$1.35K +66 +3%
OA
88
OFI Advisors
Pennsylvania
$35K +$6.5K +318 +21%
FHA
89
First Horizon Advisors
Tennessee
$31K +$2.53K +124 +8%
JG
90
Jefferies Group
New York
$31K +$33.1K +1,622 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$28K -$654 -32 -2%
M
92
MOTCO
Texas
$19K +$20.4K +1,000 New
WA
93
WFG Advisors
Texas
$18K
CHC
94
City Holding Co
West Virginia
$16K
HR
95
Howe & Rusling
New York
$14K
SEI Investments
96
SEI Investments
Pennsylvania
$13K
EWM
97
Evercore Wealth Management
New York
$10K -$2.45K -120 -19%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$9K
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$9K +$3.29K +161 +51%
CFG
100
CKW Financial Group
Hawaii
$8K

PSO Hedge Fund Activity: Q2 2015 in Review

114 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2015, worth a combined $605M — down 45% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $36M. The largest seller was UBS Group, cutting an estimated $220M.

  • 114 institutional investors held Pearson (PSO) as of Q2 2015, up from 106 in Q1 2015.
  • Funds reported $605M of Pearson stock for Q2 2015, down 45% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2015 and 11 closed out, a net change of +9 holders.
  • The largest Pearson buyer in Q2 2015 was Jane Street, an estimated $36M added.
  • The largest Pearson seller in Q2 2015 was UBS Group, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.