Pearson
95 hedge funds and large institutions have $121M invested in Pearson in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
15% more capital invested
Capital invested by funds: $106M → $121M (+$15.8M)
1% more funds holding
Funds holding: 94 → 95 (+1)
0.05% more ownership
Funds ownership: 1.29% → 1.34% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$5.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.3M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.46M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.18M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.46M |
| 2 |
Renaissance Technologies
New York
|
-$2.1M |
| 3 |
Jane Street
New York
|
-$2.04M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.69M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$1.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Acadian Asset Management
Boston,
Massachusetts
| – | -$72K | -6,815 | Closed |
|
|
VCM
102
Virtue Capital Management
Brentwood,
Tennessee
| – | -$23K | -2,094 | Closed |
|
|
SF
103
Synovus Financial
Columbus,
Georgia
| – | -$21K | -2,000 | Closed |
|
|
ZB
104
Zions Bancorporation
Salt Lake City,
Utah
| – | -$6K | -566 | Closed |
|
|
CIP
105
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$3K | -282 | Closed |
|
106
Simplex Trading
Chicago,
Illinois
| – | -$2.43K | -210 | -97% |
|
|
PG
107
PEAK6 Group
Chicago,
Illinois
| – | -$1K | -61 | Closed |
|
|
IWM
108
IHT Wealth Management
Chicago,
Illinois
| – | -$1K | -57 | Closed |
|
|
SWP
109
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$1K | -50 | Closed |
|
|
ADL
110
Asset Dedication LLC
San Francisco,
California
| – | +$92 | +8 | New |
|
PSO Hedge Fund Activity: Q2 2018 in Review
95 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2018, worth a combined $121M — up 15% from $106M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PSO positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $5.3M. The largest seller was Deutsche Bank, cutting an estimated $4.46M.
- 95 institutional investors held Pearson (PSO) as of Q2 2018, up from 94 in Q1 2018.
- Funds reported $121M of Pearson stock for Q2 2018, up 15% quarter-over-quarter.
- 20 funds opened new Pearson positions in Q2 2018 and 16 closed out, a net change of +4 holders.
- The largest Pearson buyer in Q2 2018 was Glenmede Trust, an estimated $5.3M added.
- The largest Pearson seller in Q2 2018 was Deutsche Bank, an estimated $4.46M sold.
Based on aggregated 13F filings for Q2 2018.