Pearson
94 hedge funds and large institutions have $106M invested in Pearson in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
12% more funds holding
Funds holding: 84 → 94 (+10)
8% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 24
3% more capital invested
Capital invested by funds: $102M → $106M (+$3.39M)
0.01% less ownership
Funds ownership: 1.3% → 1.29% (-0.01%)
81% less call options, than puts
Call options by funds: $20K | Put options by funds: $106K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.57M |
| 2 |
BG
Bollard Group
Boston,
Massachusetts
|
+$802K |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$451K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$431K |
| 5 |
SI
Sensato Investors
San Francisco,
California
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.99M |
| 2 |
Jane Street
New York
|
-$1.91M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.47M |
| 4 |
JP Morgan Chase
New York
|
-$1.3M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$926K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CHC
101
City Holding Co
Charleston,
West Virginia
| – | -$3K | -310 | Closed |
|
|
WA
102
Winfield Associates
Cleveland,
Ohio
| – | -$3K | -265 | Closed |
|
103
AssetMark Inc
Concord,
California
| – | -$2K | -230 | Closed |
|
|
RPC
104
Rossmore Private Capital
Glastonbury,
Connecticut
| – | -$1.28K | -130 | Closed |
|
|
GAM
105
Gemmer Asset Management
Walnut Creek,
California
| – | +$448 | +45 | New |
|
|
AC
106
Avestar Capital
New York
| – | +$498 | +50 | New |
|
|
FHA
107
First Horizon Advisors
Memphis,
Tennessee
| – | +$498 | +50 | +132% |
|
PSO Hedge Fund Activity: Q1 2018 in Review
94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2018, worth a combined $106M — up 3.3% from $102M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PSO positions and 13 closed out — a net gain of 10 holders — while 26 added to existing stakes and 24 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $3.57M. The largest seller was Raymond James & Associates, cutting an estimated $1.99M.
- 94 institutional investors held Pearson (PSO) as of Q1 2018, up from 84 in Q4 2017.
- Funds reported $106M of Pearson stock for Q1 2018, up 3.3% quarter-over-quarter.
- 23 funds opened new Pearson positions in Q1 2018 and 13 closed out, a net change of +10 holders.
- The largest Pearson buyer in Q1 2018 was Arrowstreet Capital, an estimated $3.57M added.
- The largest Pearson seller in Q1 2018 was Raymond James & Associates, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2018.