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Pearson
PSO

118 hedge funds and large institutions have $560M invested in Pearson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

4% more funds holding

Funds holding: 114 → 118 (+4)

0.08% more ownership

Funds ownership: 3.89% → 3.97% (+0.08%)

7% less capital invested

Capital invested by funds: $605M → $560M (-$44.8M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
52
Reduced
24
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
+$76M
2
Bank of America
Bank of America
North Carolina
+$35.7M
3
Lazard Asset Management
Lazard Asset Management
New York
+$19M
4
Wells Fargo
Wells Fargo
California
+$13.8M
5
Northern Trust
Northern Trust
Illinois
+$5.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$33.5M
2
UBS Group
UBS Group
Switzerland
-$33.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$11M
4
OMC
Old Mission Capital
Illinois
-$10.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
126
Symphony Asset Management
California
– -$492K -25,921 Closed
CSS
127
Cubist Systematic Strategies
Connecticut
– -$345K -18,208 Closed
SCM
128
Stevens Capital Management
Pennsylvania
– -$296K -15,598 Closed
OAM
129
Oxford Asset Management
United Kingdom
– -$284K -14,981 Closed
VAM
130
Visium Asset Management
New York
– -$258K -13,600 Closed
Verition Fund Management
131
Verition Fund Management
Connecticut
– -$213K -11,213 Closed
QT
132
Quantbot Technologies
New York
– -$190K -10,039 Closed
Bessemer Group
133
Bessemer Group
New Jersey
– -$121K -6,375 Closed
JG
134
Jefferies Group
New York
– -$31K -1,622 Closed
M
135
MOTCO
Texas
– -$19K -1,000 Closed
BFEC
136
Benjamin F. Edwards & Company
Missouri
– -$9K -500 Closed
CFG
137
CKW Financial Group
Hawaii
– -$8K -403 Closed
RWM
138
Rezny Wealth Management
Florida
– -$4K -246 Closed
PIM
139
Parasol Investment Management
Illinois
– -$1K -59 Closed
Group One Trading
140
Group One Trading
Illinois
– +$361 +20 New
2 3 4 5
6

PSO Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2015, worth a combined $560M — down 7.4% from $605M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PSO positions and 22 closed out — a net gain of 5 holders — while 52 added to existing stakes and 24 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $76M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.

  • 118 institutional investors held Pearson (PSO) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $560M of Pearson stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pearson positions in Q3 2015 and 22 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q3 2015 was Cambiar Investors, an estimated $76M added.
  • The largest Pearson seller in Q3 2015 was Jane Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2015.