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114 hedge funds and large institutions have $605M invested in Pearson in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

8% more funds holding

Funds holding: 106114 (+8)

0.73% less ownership

Funds ownership: 4.62%3.89% (-0.73%)

45% less capital invested

Capital invested by funds: $1.1B → $605M (-$492M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
47
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LS Investment Advisors
Michigan
$8K
TDC
102
Thompson Davis & Co
Virginia
$6K
CFA
103
Carroll Financial Associates
North Carolina
$5K +$5.74K +281 New
EFSCE
104
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
RWM
105
Rezny Wealth Management
Florida
$4K +$5.03K +246 New
MAS
106
Madden Advisory Services
Florida
$3K +$4.19K +205 New
GT
107
Glenmede Trust
Pennsylvania
$3K +$4.78K +234 New
AF
108
Allworth Financial
California
$2K
MFS
109
MSI Financial Services
Massachusetts
$2K
AIG
110
American International Group
New York
$1.88K
CAW
111
Cornerstone Advisors (Washington)
Washington
$1K
PIM
112
Parasol Investment Management
Illinois
$1K
AP
113
Atwood & Palmer
Missouri
$1K +$1.16K +57 New
QCG
114
Quadrant Capital Group
Ohio
$1K +$1.29K +63 New
Citadel Advisors
115
Citadel Advisors
Florida
-$988K -45,707 Closed
PP
116
Paloma Partners
Connecticut
-$602K -27,864 Closed
LCM
117
Landscape Capital Management
New Jersey
-$518K -23,971 Closed
First Trust Advisors
118
First Trust Advisors
Illinois
-$503K -23,273 Closed
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
-$424K -19,600 Closed
TI
120
Trexquant Investment
Connecticut
-$369K -17,100 Closed
RhumbLine Advisers
121
RhumbLine Advisers
Massachusetts
-$257K -11,900 Closed
ZB
122
Zions Bancorporation
Utah
-$17K -802 Closed
TWA
123
TCI Wealth Advisors
Arizona
-$7K -305 Closed
Creative Planning
124
Creative Planning
Kansas
-$1K -61 Closed
WCM
125
Wealthcare Capital Management
Virginia
-$1K -54 Closed

PSO Hedge Fund Activity: Q2 2015 in Review

114 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2015, worth a combined $605M — down 45% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $36M. The largest seller was UBS Group, cutting an estimated $220M.

  • 114 institutional investors held Pearson (PSO) as of Q2 2015, up from 106 in Q1 2015.
  • Funds reported $605M of Pearson stock for Q2 2015, down 45% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2015 and 11 closed out, a net change of +9 holders.
  • The largest Pearson buyer in Q2 2015 was Jane Street, an estimated $36M added.
  • The largest Pearson seller in Q2 2015 was UBS Group, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.