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118 hedge funds and large institutions have $560M invested in Pearson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

4% more funds holding

Funds holding: 114118 (+4)

0.08% more ownership

Funds ownership: 3.89%3.97% (+0.08%)

7% less capital invested

Capital invested by funds: $605M → $560M (-$44.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
52
Reduced
24
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
101
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$6.25K +346 +148%
EWM
102
Evercore Wealth Management
New York
$9K
TWA
103
TCI Wealth Advisors
Arizona
$8K +$8.34K +462 New
LIA
104
LS Investment Advisors
Michigan
$7K
TDC
105
Thompson Davis & Co
Virginia
$7K +$1.77K +98 +32%
ZB
106
Zions Bancorporation
Utah
$4K +$6.25K +346 New
CFA
107
Carroll Financial Associates
North Carolina
$3K -$668 -37 -13%
MAS
108
Madden Advisory Services
Florida
$3K
AF
109
Allworth Financial
California
$2K
AIG
110
American International Group
New York
$2K
MFS
111
MSI Financial Services
Massachusetts
$2K
WC
112
Whitnell & Co
Illinois
$2K +$2.11K +117 New
AP
113
Atwood & Palmer
Missouri
$1K
CAW
114
Cornerstone Advisors (Washington)
Washington
$1K
QCG
115
Quadrant Capital Group
Ohio
$1K +$578 +32 +51%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$755 +$794 +44 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 +$2.55K +141 New
Jane Street
118
Jane Street
New York
-$33.5M -1,764,552 Closed
OMC
119
Old Mission Capital
Illinois
-$10.7M -563,907 Closed
Arrowstreet Capital
120
Arrowstreet Capital
Massachusetts
-$9.9M -522,156 Closed
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
-$2.37M -125,180 Closed
Two Sigma Advisers
122
Two Sigma Advisers
New York
-$1.98M -104,200 Closed
PP
123
PDT Partners
New York
-$1.24M -65,600 Closed
CS
124
Credit Suisse
Switzerland
-$1.24M -65,390 Closed
VKH
125
Virtu KCG Holdings
New York
-$492K -25,932 Closed

PSO Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2015, worth a combined $560M — down 7.4% from $605M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PSO positions and 22 closed out — a net gain of 5 holders — while 52 added to existing stakes and 24 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $76M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.

  • 118 institutional investors held Pearson (PSO) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $560M of Pearson stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pearson positions in Q3 2015 and 22 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q3 2015 was Cambiar Investors, an estimated $76M added.
  • The largest Pearson seller in Q3 2015 was Jane Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2015.