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Pearson
PSO

96 hedge funds and large institutions have $129M invested in Pearson in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 93 → 96 (+3)

0.03% less ownership

Funds ownership: 1.43% → 1.4% (-0.03%)

0% less capital invested

Capital invested by funds: $129M → $129M (-$118K)

43% less call options, than puts

Call options by funds: $201K | Put options by funds: $354K

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
25
Closed
19
Calls
$201K
Puts
$354K
Net Calls
-$153K
Net Calls Change
-$153K

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.98M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.24M
3
AL
AJO LP
Pennsylvania
+$2.76M
4
HJIM
Henry James International Management
New York
+$1.23M
5
US Bancorp
US Bancorp
Minnesota
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.54M
2
GT
Glenmede Trust
Pennsylvania
-$2.87M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.46M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.67M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
101
Riverhead Capital Management
Delaware
– -$107K -9,300 Closed
TAM
102
Tyers Asset Management
Texas
– -$98K -8,480 Closed
QT
103
Quantbot Technologies
New York
– -$71K -6,189 Closed
VFA
104
Valeo Financial Advisors
Indiana
– -$5K -444 Closed
LIA
105
LS Investment Advisors
Michigan
– -$5K -400 Closed
CG
106
Cutler Group
California
– -$2K -200 Closed
OWA
107
One Wealth Advisors
California
– -$2K -197 Closed
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.39K -121 Closed
SWP
109
Stratos Wealth Partners
Ohio
– -$1K -51 Closed
CAM
110
Cresset Asset Management
Illinois
– +$358 +31 New
FHB
111
First Hawaiian Bank
Hawaii
– +$381 +33 New
BCA
112
Berman Capital Advisors
Georgia
– +$855 +74 New
1 2 3 4
5

PSO Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2018, worth a combined $129M — down 0.09% from $129M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSO positions and 19 closed out — a net gain of 5 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.98M. The largest seller was Jane Street, cutting an estimated $4.54M.

  • 96 institutional investors held Pearson (PSO) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $129M of Pearson stock for Q4 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new Pearson positions in Q4 2018 and 19 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $3.98M added.
  • The largest Pearson seller in Q4 2018 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2018.