Pearson
101 hedge funds and large institutions have $209M invested in Pearson in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 38 closing their positions.
1.61% less ownership
Funds ownership: 3.97% → 2.36% (-1.6%)
14% less funds holding
Funds holding: 118 → 101 (-17)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
42% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 38
63% less capital invested
Capital invested by funds: $560M → $209M (-$351M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$21.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$16.4M |
| 3 |
JP Morgan Chase
New York
|
+$8.28M |
| 4 |
Renaissance Technologies
New York
|
+$8.22M |
| 5 |
Morgan Stanley
New York
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$72.2M |
| 2 |
HCM
Hamlin Capital Management
New York
|
-$60.4M |
| 3 |
Lazard Asset Management
New York
|
-$39.1M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$36.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$24.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMT
126
First Mercantile Trust
Cordova,
Tennessee
| – | -$40K | -2,326 | Closed |
|
|
FHA
127
First Horizon Advisors
Memphis,
Tennessee
| – | -$28K | -1,674 | Closed |
|
128
Walleye Trading
New York
| – | -$24K | -1,400 | Closed |
|
129
BlackRock
New York
| – | -$21K | -1,200 | Closed |
|
|
HR
130
Howe & Rusling
Rochester,
New York
| – | -$19K | -1,107 | Closed |
|
|
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$10K | -579 | Closed |
|
|
EWM
132
Evercore Wealth Management
New York
| – | -$9K | -518 | Closed |
|
|
TWA
133
TCI Wealth Advisors
Tucson,
Arizona
| – | -$8K | -462 | Closed |
|
|
TDC
134
Thompson Davis & Co
Richmond,
Virginia
| – | -$7K | -401 | Closed |
|
|
MAS
135
Madden Advisory Services
Jacksonville,
Florida
| – | -$3K | -205 | Closed |
|
|
AP
136
Atwood & Palmer
Kansas City,
Missouri
| – | -$1K | -57 | Closed |
|
|
QCG
137
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$648 | -48 | -51% |
|
138
BNP Paribas Financial Markets
Paris,
France
| – | -$755 | -44 | Closed |
|
|
CG
139
Cutler Group
San Francisco,
California
| – | +$216 | +16 | New |
|
PSO Hedge Fund Activity: Q4 2015 in Review
101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2015, worth a combined $209M — down 63% from $560M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of PSO and 22 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 28 added.
The largest buyer was Jane Street, opening a new position worth an estimated $21.9M. The largest seller was Cambiar Investors, exiting entirely with an estimated $72.2M sold.
- 101 institutional investors held Pearson (PSO) as of Q4 2015, down from 118 in Q3 2015.
- Funds reported $209M of Pearson stock for Q4 2015, down 63% quarter-over-quarter.
- 22 funds opened new Pearson positions in Q4 2015 and 38 closed out, a net change of -16 holders.
- The largest Pearson buyer in Q4 2015 was Jane Street, an estimated $21.9M added.
- The largest Pearson seller in Q4 2015 was Cambiar Investors, an estimated $72.2M sold.
Based on aggregated 13F filings for Q4 2015.