Pearson
106 hedge funds and large institutions have $1.1B invested in Pearson in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
63% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 27
23% more capital invested
Capital invested by funds: $891M → $1.1B (+$206M)
9% more funds holding
Funds holding: 97 → 106 (+9)
0.36% more ownership
Funds ownership: 4.25% → 4.62% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$36.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$20.3M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$10.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.88M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.2M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$6.07M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$4.95M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$4.63M |
| 5 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$3.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
101
American International Group
New York
| $2.14K | – | – | – |
|
|
CAW
102
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $2K | – | – | – |
|
103
Creative Planning
Overland Park,
Kansas
| $1K | – | – | – |
|
|
PIM
104
Parasol Investment Management
Westmont,
Illinois
| $1K | – | – | – |
|
|
MWAN
105
Mariner Wealth Advisors (NYC)
Overland Park,
Kansas
| $1K | +$580 | +28 | New |
|
|
WCM
106
Wealthcare Capital Management
Richmond,
Virginia
| $1K | +$1.12K | +54 | New |
|
107
D.E. Shaw & Co
New York
| – | -$1.98M | -107,314 | Closed |
|
|
SCM
108
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$438K | -23,725 | Closed |
|
|
TRCT
109
Tower Research Capital (TRC)
New York
| – | -$33K | -1,791 | Closed |
|
|
MCM
110
Manchester Capital Management
Manchester,
Vermont
| – | -$29K | -1,594 | Closed |
|
|
RC
111
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$17.5K | -950 | Closed |
|
|
RFA
112
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -156 | Closed |
|
|
CTC
113
Central Trust Company
Jefferson City,
Missouri
| – | -$2K | -91 | Closed |
|
PSO Hedge Fund Activity: Q1 2015 in Review
106 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2015, worth a combined $1.1B — up 23% from $891M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PSO positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 27 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $36.5M. The largest seller was Invesco, cutting an estimated $13.2M.
- 106 institutional investors held Pearson (PSO) as of Q1 2015, up from 97 in Q4 2014.
- Funds reported $1.1B of Pearson stock for Q1 2015, up 23% quarter-over-quarter.
- 18 funds opened new Pearson positions in Q1 2015 and 8 closed out, a net change of +10 holders.
- The largest Pearson buyer in Q1 2015 was Lazard Asset Management, an estimated $36.5M added.
- The largest Pearson seller in Q1 2015 was Invesco, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2015.