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Pearson
PSO

96 hedge funds and large institutions have $129M invested in Pearson in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 93 → 96 (+3)

0.03% less ownership

Funds ownership: 1.43% → 1.4% (-0.03%)

0% less capital invested

Capital invested by funds: $129M → $129M (-$118K)

43% less call options, than puts

Call options by funds: $201K | Put options by funds: $354K

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
25
Closed
19
Calls
$201K
Puts
$354K
Net Calls
-$153K
Net Calls Change
-$153K

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.98M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.24M
3
AL
AJO LP
Pennsylvania
+$2.76M
4
HJIM
Henry James International Management
New York
+$1.23M
5
US Bancorp
US Bancorp
Minnesota
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.54M
2
GT
Glenmede Trust
Pennsylvania
-$2.87M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.46M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.67M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
76
Hanseatic Management Services
New Mexico
$5K – – –
FRA
77
Front Row Advisors
California
$4K +$1.19K +103 +43%
FHA
78
First Horizon Advisors
Tennessee
$4K +$1.48K +128 +53%
GWMIA
79
Global Wealth Management Investment Advisory
Florida
$4K +$3.5K +303 New
RCAG
80
Rehmann Capital Advisory Group
Michigan
$3.59K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$3K +$2.16K +187 +603%
APA
82
American Portfolios Advisors
New York
$2.69K – – –
GT
83
Glenmede Trust
Pennsylvania
$2.57K -$2.87M -248,471 -54%
SWM
84
SeaCrest Wealth Management
New York
$2K – – –
MOS
85
MGO One Seven
Ohio
$2K +$2K +173 New
CAW
86
Cornerstone Advisors (Washington)
Washington
$1K – – –
GAM
87
Gemmer Asset Management
California
$1K – – –
CC
88
Claybrook Capital
Massachusetts
$1K +$705 +61 New
WDL
89
Well Done LLC
Michigan
$1K +$705 +61 New
FCA
90
FinTrust Capital Advisors
South Carolina
$1K +$751 +65 New
BlackRock
91
BlackRock
New York
$1K +$982 +85 New
CIBC World Market
92
CIBC World Market
Ontario, Canada
– -$1.1M -95,231 Closed
AAM
93
Advisors Asset Management
Colorado
– -$862K -74,855 Closed
OAM
94
Oxford Asset Management
United Kingdom
– -$394K -34,128 Closed
ARTA
95
A.R.T. Advisors
New York
– -$229K -19,925 Closed
GHCM
96
Glen Harbor Capital Management
California
– -$208K -18,020 Closed
MCIM
97
Meadow Creek Investment Management
Georgia
– -$171K -14,840 Closed
Invesco
98
Invesco
Georgia
– -$165K -14,297 Closed
EP
99
Elkfork Partners
Oregon
– -$134K -11,660 Closed
Russell Investments Group
100
Russell Investments Group
United Kingdom
– -$133K -11,536 Closed
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PSO Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2018, worth a combined $129M — down 0.09% from $129M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSO positions and 19 closed out — a net gain of 5 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.98M. The largest seller was Jane Street, cutting an estimated $4.54M.

  • 96 institutional investors held Pearson (PSO) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $129M of Pearson stock for Q4 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new Pearson positions in Q4 2018 and 19 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $3.98M added.
  • The largest Pearson seller in Q4 2018 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2018.