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93 hedge funds and large institutions have $225M invested in Pearson in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $346K | Put options by funds: $172K

5% more capital invested

Capital invested by funds: $214M → $225M (+$10.9M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.02% more ownership

Funds ownership: 2.08%2.1% (+0.02%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

1% less funds holding

Funds holding: 9493 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
33
Closed
14
Calls
$346K
Puts
$172K
Net Calls
+$174K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WFG Advisors
Texas
$10K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$5K -$23.9K -2,000 -85%
LIA
78
LS Investment Advisors
Michigan
$5K
GWM
79
Geneos Wealth Management
Colorado
$4K
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$4K
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$4K
WC
82
Whitnell & Co
Illinois
$3K
RFA
83
Reilly Financial Advisors
California
$3K +$2.61K +219 New
PCP
84
Proficio Capital Partners
Massachusetts
$2K -$1.31K -110 -42%
MFS
85
MSI Financial Services
Massachusetts
$2K -$728 -61 -34%
WA
86
Winfield Associates
Ohio
$2K -$716 -60 -29%
DSN
87
D. Scott Neal
Kentucky
$2K
Barclays
88
Barclays
United Kingdom
$1K -$18.2K -1,523 -95%
CAW
89
Cornerstone Advisors (Washington)
Washington
$1K
Millennium Management
90
Millennium Management
New York
-$977K -77,898 Closed
MNA
91
Manning & Napier Advisors
New York
-$944K -75,358 Closed
HI
92
HBK Investments
Texas
-$607K -48,370 Closed
SC
93
Saturna Capital
Washington
-$439K -35,000 Closed
TI
94
Trexquant Investment
Connecticut
-$268K -21,409 Closed
LPL Financial
95
LPL Financial
California
-$190K -15,678 Closed
SCM
96
Stevens Capital Management
Pennsylvania
-$152K -12,136 Closed
FRM
97
Fox Run Management
Connecticut
-$147K -11,700 Closed
TH
98
Timber Hill
Connecticut
-$129K -10,318 Closed
RFS
99
Rockefeller Financial Services
New York
-$6K -453 Closed
DADC
100
D.A. Davidson & Co
Montana
-$3.53K -296 -86%

PSO Hedge Fund Activity: Q2 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2016, worth a combined $225M — up 5.1% from $214M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSO positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.94M. The largest seller was Arrowstreet Capital, cutting an estimated $6.35M.

  • 93 institutional investors held Pearson (PSO) as of Q2 2016, down from 94 in Q1 2016.
  • Funds reported $225M of Pearson stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2016 and 14 closed out, a net change of +1 holder.
  • The largest Pearson buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $3.94M added.
  • The largest Pearson seller in Q2 2016 was Arrowstreet Capital, an estimated $6.35M sold.

Based on aggregated 13F filings for Q2 2016.