Pearson
93 hedge funds and large institutions have $129M invested in Pearson in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 14 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 25
6% more capital invested
Capital invested by funds: $121M → $129M (+$7.38M)
0.09% more ownership
Funds ownership: 1.34% → 1.43% (+0.09%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 95 → 93 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.92M |
| 2 |
JP Morgan Chase
New York
|
+$2.87M |
| 3 |
Renaissance Technologies
New York
|
+$1.6M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.28M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.27M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$946K |
| 3 |
CC
Cognios Capital
Leawood,
Kansas
|
-$840K |
| 4 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$817K |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$614K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
101
Regions Financial Corp
Birmingham,
Alabama
| – | -$2K | -175 | Closed |
|
102
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$187 | +16 | New |
|
|
NFG
103
Next Financial Group
Houston,
Texas
| – | +$304 | +26 | New |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | +$363 | +31 | New |
|
|
AC
105
Avestar Capital
New York
| – | +$562 | +48 | +96% |
|
PSO Hedge Fund Activity: Q3 2018 in Review
93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2018, worth a combined $129M — up 6.1% from $121M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 34 added.
The largest buyer was Jane Street, adding an estimated $2.92M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.
- 93 institutional investors held Pearson (PSO) as of Q3 2018, down from 95 in Q2 2018.
- Funds reported $129M of Pearson stock for Q3 2018, up 6.1% quarter-over-quarter.
- 13 funds opened new Pearson positions in Q3 2018 and 14 closed out, a net change of -1 holder.
- The largest Pearson buyer in Q3 2018 was Jane Street, an estimated $2.92M added.
- The largest Pearson seller in Q3 2018 was Morgan Stanley, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2018.