Pearson
99 hedge funds and large institutions have $110M invested in Pearson in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 18 closing their positions.
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
3% more funds holding
Funds holding: 96 → 99 (+3)
0.09% less ownership
Funds ownership: 1.4% → 1.31% (-0.09%)
14% less capital invested
Capital invested by funds: $129M → $110M (-$18.4M)
59% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 39
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $88K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$7.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.21M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.18M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$773K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.53M |
| 2 |
Renaissance Technologies
New York
|
-$3.06M |
| 3 |
Morgan Stanley
New York
|
-$2.69M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.22M |
| 5 |
Jane Street
New York
|
-$1.03M |
PSO Hedge Fund Activity: Q1 2019 in Review
99 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2019, worth a combined $110M — down 14% from $129M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PSO positions and 18 closed out — a net gain of 4 holders — while 16 added to existing stakes and 39 trimmed.
The largest buyer was Heartland Advisors, opening a new position worth an estimated $7.3M. The largest seller was Deutsche Bank, cutting an estimated $6.53M.
- 99 institutional investors held Pearson (PSO) as of Q1 2019, up from 96 in Q4 2018.
- Funds reported $110M of Pearson stock for Q1 2019, down 14% quarter-over-quarter.
- 22 funds opened new Pearson positions in Q1 2019 and 18 closed out, a net change of +4 holders.
- The largest Pearson buyer in Q1 2019 was Heartland Advisors, an estimated $7.3M added.
- The largest Pearson seller in Q1 2019 was Deutsche Bank, an estimated $6.53M sold.
Based on aggregated 13F filings for Q1 2019.