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Pearson
PSO

99 hedge funds and large institutions have $110M invested in Pearson in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

3% more funds holding

Funds holding: 96 → 99 (+3)

0.09% less ownership

Funds ownership: 1.4% → 1.31% (-0.09%)

14% less capital invested

Capital invested by funds: $129M → $110M (-$18.4M)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $88K

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
16
Reduced
39
Closed
18
Calls
–
Puts
$88K
Net Calls
-$88K
Net Calls Change
+$65K

Top Buyers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
+$7.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.21M
3
US Bancorp
US Bancorp
Minnesota
+$1.18M
4
OAM
Oxford Asset Management
United Kingdom
+$773K
5
LCM
Landscape Capital Management
New Jersey
+$415K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$6.53M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.06M
3
Morgan Stanley
Morgan Stanley
New York
-$2.69M
4
OMC
Old Mission Capital
Illinois
-$1.22M
5
Jane Street
Jane Street
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
101
Guggenheim Capital
Illinois
– -$208K -17,422 Closed
Millennium Management
102
Millennium Management
New York
– -$176K -14,700 Closed
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
– -$82K -6,884 Closed
AF
104
Advisornet Financial
Minnesota
– -$51K -4,272 Closed
IA
105
IFP Advisors
Florida
– -$23K -1,929 Closed
WANY
106
Wealthspire Advisors (New York)
New York
– -$6K -490 Closed
HMS
107
Hanseatic Management Services
New Mexico
– -$5K -452 Closed
GWMIA
108
Global Wealth Management Investment Advisory
Florida
– -$4K -303 Closed
MOS
109
MGO One Seven
Ohio
– -$2K -173 Closed
BlackRock
110
BlackRock
New York
– -$1K -85 Closed
CC
111
Claybrook Capital
Massachusetts
– -$1K -61 Closed
WDL
112
Well Done LLC
Michigan
– -$1K -61 Closed
FHB
113
First Hawaiian Bank
Hawaii
– +$128 +11 +33%
WWM
114
Willingdon Wealth Management
North Carolina
– +$525 +45 New
1 2 3 4
5

PSO Hedge Fund Activity: Q1 2019 in Review

99 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2019, worth a combined $110M — down 14% from $129M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSO positions and 18 closed out — a net gain of 4 holders — while 16 added to existing stakes and 39 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $7.3M. The largest seller was Deutsche Bank, cutting an estimated $6.53M.

  • 99 institutional investors held Pearson (PSO) as of Q1 2019, up from 96 in Q4 2018.
  • Funds reported $110M of Pearson stock for Q1 2019, down 14% quarter-over-quarter.
  • 22 funds opened new Pearson positions in Q1 2019 and 18 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q1 2019 was Heartland Advisors, an estimated $7.3M added.
  • The largest Pearson seller in Q1 2019 was Deutsche Bank, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2019.