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93 hedge funds and large institutions have $129M invested in Pearson in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $121M → $129M (+$7.38M)

0.09% more ownership

Funds ownership: 1.34%1.43% (+0.09%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 9593 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
76
Valeo Financial Advisors
Indiana
$5K +$5.2K +444 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.93K +250 +203%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$3.47K -$14.2K -1,216 -80%
APA
79
American Portfolios Advisors
New York
$2.59K
CG
80
Cutler Group
California
$2K
SWM
81
SeaCrest Wealth Management
New York
$2K
FHA
82
First Horizon Advisors
Tennessee
$2K +$1.1K +94 +63%
OWA
83
One Wealth Advisors
California
$2K +$1.17K +100 +103%
TC
84
Truvestments Capital
Florida
$2K +$1.85K +158 New
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39K
GAM
86
Gemmer Asset Management
California
$1K
SWP
87
Stratos Wealth Partners
Ohio
$1K +$597 +51 New
CAW
88
Cornerstone Advisors (Washington)
Washington
$1K +$1.26K +108 New
FRA
89
Front Row Advisors
California
$3 +$1.46K +125 +108%
CC
90
Cognios Capital
Kansas
-$840K -72,486 Closed
BCM
91
BlueCrest Capital Management
Jersey
-$614K -52,922 Closed
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
-$460K -39,660 Closed
CAN
93
Claraphi Advisory Network
United States
-$167K -14,393 Closed
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
-$149K -12,807 Closed
CSS
95
Cubist Systematic Strategies
Connecticut
-$102K -8,750 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
-$77K -6,641 Closed
SEI Investments
97
SEI Investments
Pennsylvania
-$56K -4,799 Closed
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$43K -3,719 Closed
Point72 Asset Management
99
Point72 Asset Management
Connecticut
-$22K -1,854 Closed
WC
100
Whitnell & Co
Illinois
-$4K -370 Closed

PSO Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2018, worth a combined $129M — up 6.1% from $121M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 34 added.

The largest buyer was Jane Street, adding an estimated $2.92M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 93 institutional investors held Pearson (PSO) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $129M of Pearson stock for Q3 2018, up 6.1% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2018 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2018 was Jane Street, an estimated $2.92M added.
  • The largest Pearson seller in Q3 2018 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2018.