We are live on ! Find out more
PSO icon

Pearson
PSO

84 hedge funds and large institutions have $102M invested in Pearson in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $668K | Put options by funds: $210K

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

12% more capital invested

Capital invested by funds: $90.8M → $102M (+$11.3M)

11% more funds holding

Funds holding: 76 → 84 (+8)

0.06% less ownership

Funds ownership: 1.36% → 1.3% (-0.06%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
22
Closed
9
Calls
$668K
Puts
$210K
Net Calls
+$458K
Net Calls Change
+$522K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$3.03M
2
Morgan Stanley
Morgan Stanley
New York
+$1.58M
3
PPA
Parametric Portfolio Associates
Washington
+$1.52M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$1.47M
5
Northern Trust
Northern Trust
Illinois
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.13M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.65M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.74M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.73M
5
Jane Street
Jane Street
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
76
MGO One Seven
Ohio
$2K +$1.59K +173 New
SWM
77
SeaCrest Wealth Management
New York
$2K +$1.84K +200 New
RPC
78
Rossmore Private Capital
Connecticut
$1.28K +$1.19K +130 New
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19K – – –
IWM
80
IHT Wealth Management
Illinois
$1K – – –
Barclays
81
Barclays
United Kingdom
$1K +$541 +59 New
BG
82
Bollard Group
Massachusetts
– -$656K -80,603 Closed
NFA
83
Nationwide Fund Advisors
Ohio
– -$351K -43,114 Closed
VF
84
Virtu Financial
New York
– -$132K -16,158 Closed
TH
85
Timber Hill
Connecticut
– -$119K -14,632 Closed
Group One Trading
86
Group One Trading
Illinois
– -$10.6K -1,150 Closed
CG
87
Cutler Group
California
– -$8K -1,034 Closed
PFBT
88
Parkside Financial Bank & Trust
Missouri
– -$8K -1,000 Closed
QT
89
Quantbot Technologies
New York
– -$7K -937 Closed
ZB
90
Zions Bancorporation
Utah
– -$3K -359 Closed
FGC
91
Financial Gravity Companies
Texas
– +$83 +9 New
FHA
92
First Horizon Advisors
Tennessee
– +$349 +38 New
SWP
93
Stratos Wealth Partners
Ohio
– +$459 +50 New
1 2 3
4

PSO Hedge Fund Activity: Q4 2017 in Review

84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2017, worth a combined $102M — up 12% from $90.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 9 closed out — a net gain of 8 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $3.03M. The largest seller was Royal Bank of Canada, cutting an estimated $8.13M.

  • 84 institutional investors held Pearson (PSO) as of Q4 2017, up from 76 in Q3 2017.
  • Funds reported $102M of Pearson stock for Q4 2017, up 12% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q4 2017 and 9 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q4 2017 was Deutsche Bank, an estimated $3.03M added.
  • The largest Pearson seller in Q4 2017 was Royal Bank of Canada, an estimated $8.13M sold.

Based on aggregated 13F filings for Q4 2017.