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95 hedge funds and large institutions have $121M invested in Pearson in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $106M → $121M (+$15.8M)

1% more funds holding

Funds holding: 9495 (+1)

0.05% more ownership

Funds ownership: 1.29%1.34% (+0.05%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
25
Closed
16
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$10K +$277 +24 +3%
TRCT
77
Tower Research Capital (TRC)
New York
$9K -$47.3K -4,098 -85%
PCP
78
Proficio Capital Partners
Massachusetts
$6K
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
LIA
80
LS Investment Advisors
Michigan
$5K
HMS
81
Hanseatic Management Services
New Mexico
$5K +$2.54K +220 +95%
WC
82
Whitnell & Co
Illinois
$4K
APA
83
American Portfolios Advisors
New York
$2.61K
SWM
84
SeaCrest Wealth Management
New York
$2K
RFC
85
Regions Financial Corp
Alabama
$2K +$2.02K +175 New
CG
86
Cutler Group
California
$2K +$2.31K +200 New
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K
GAM
88
Gemmer Asset Management
California
$1K +$578 +50 +111%
FHA
89
First Horizon Advisors
Tennessee
$1K +$705 +61 +69%
OWA
90
One Wealth Advisors
California
$1K +$1.12K +97 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.42K +123 New
FRA
92
Front Row Advisors
California
$1 +$1.34K +116 New
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
-$1.69M -160,000 Closed
SI
94
Sensato Investors
California
-$455K -43,200 Closed
FA
95
FDx Advisors
Illinois
-$272K -25,833 Closed
TSS
96
Two Sigma Securities
New York
-$153K -14,500 Closed
VAM
97
Visionary Asset Management
Texas
-$140K -13,399 Closed
AI
98
Atria Investments
North Carolina
-$116K -11,027 Closed
TI
99
Trexquant Investment
Connecticut
-$106K -10,062 Closed
AP
100
Advisors Preferred
Maryland
-$93K -8,825 Closed

PSO Hedge Fund Activity: Q2 2018 in Review

95 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2018, worth a combined $121M — up 15% from $106M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $5.3M. The largest seller was Deutsche Bank, cutting an estimated $4.46M.

  • 95 institutional investors held Pearson (PSO) as of Q2 2018, up from 94 in Q1 2018.
  • Funds reported $121M of Pearson stock for Q2 2018, up 15% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2018 and 16 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q2 2018 was Glenmede Trust, an estimated $5.3M added.
  • The largest Pearson seller in Q2 2018 was Deutsche Bank, an estimated $4.46M sold.

Based on aggregated 13F filings for Q2 2018.