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94 hedge funds and large institutions have $106M invested in Pearson in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more funds holding

Funds holding: 8494 (+10)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $102M → $106M (+$3.39M)

0.01% less ownership

Funds ownership: 1.3%1.29% (-0.01%)

81% less call options, than puts

Call options by funds: $20K | Put options by funds: $106K

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
24
Closed
13
Calls
$20K
Puts
$106K
Net Calls
-$86K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
76
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$4.4K +442 New
LIA
77
LS Investment Advisors
Michigan
$4K
WC
78
Whitnell & Co
Illinois
$4K
CIP
79
Convergence Investment Partners
Florida
$3K +$2.81K +282 New
RCAG
80
Rehmann Capital Advisory Group
Michigan
$3K +$3K +301 New
APA
81
American Portfolios Advisors
New York
$2.37K
Simplex Trading
82
Simplex Trading
Illinois
$2K -$4.92K -494 -69%
MOS
83
MGO One Seven
Ohio
$2K
SWM
84
SeaCrest Wealth Management
New York
$2K
FGC
85
Financial Gravity Companies
Texas
$2K +$1.49K +150 +1,667%
FGAM
86
Financial Gravity Asset Management
Texas
$2K +$1.58K +159 New
HMS
87
Hanseatic Management Services
New Mexico
$2K +$2.31K +232 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.27K
PG
89
PEAK6 Group
Illinois
$1K -$36K -3,615 -98%
IWM
90
IHT Wealth Management
Illinois
$1K
SWP
91
Stratos Wealth Partners
Ohio
$1K
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
-$926K -94,312 Closed
FPF
93
FNY Partners Fund
New York
-$886K -90,264 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$686K -69,900 Closed
NFA
95
Nuveen Fund Advisors
Illinois
-$242K -24,604 Closed
MS
96
Maven Securities
Jersey
-$231K -23,375 Closed
JG
97
Jefferies Group
New York
-$207K -21,100 Closed
SCM
98
Stevens Capital Management
Pennsylvania
-$124K -12,647 Closed
STA
99
Summit Trail Advisors
New York
-$10K -1,042 Closed
FFG
100
Ford Financial Group
California
-$6K -705 Closed

PSO Hedge Fund Activity: Q1 2018 in Review

94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2018, worth a combined $106M — up 3.3% from $102M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSO positions and 13 closed out — a net gain of 10 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $3.57M. The largest seller was Raymond James & Associates, cutting an estimated $1.99M.

  • 94 institutional investors held Pearson (PSO) as of Q1 2018, up from 84 in Q4 2017.
  • Funds reported $106M of Pearson stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 23 funds opened new Pearson positions in Q1 2018 and 13 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2018 was Arrowstreet Capital, an estimated $3.57M added.
  • The largest Pearson seller in Q1 2018 was Raymond James & Associates, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2018.