Pearson
98 hedge funds and large institutions have $686M invested in Pearson in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 15 closing their positions.
0.52% more ownership
Funds ownership: 4.19% → 4.71% (+0.52%)
2% less funds holding
Funds holding: 100 → 98 (-2)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
11% less capital invested
Capital invested by funds: $773M → $686M (-$86.3M)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$27.8M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$21.8M |
| 3 |
Neuberger Berman Group
New York
|
+$9.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.38M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.26M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.1M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.74M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.42M |
| 5 |
Renaissance Technologies
New York
|
-$1.36M |
PSO Hedge Fund Activity: Q1 2014 in Review
98 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2014, worth a combined $686M — down 11% from $773M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PSO and 13 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 33 added.
The largest buyer was UBS, adding an estimated $27.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $8.26M sold.
- 98 institutional investors held Pearson (PSO) as of Q1 2014, down from 100 in Q4 2013.
- Funds reported $686M of Pearson stock for Q1 2014, down 11% quarter-over-quarter.
- 13 funds opened new Pearson positions in Q1 2014 and 15 closed out, a net change of -2 holders.
- The largest Pearson buyer in Q1 2014 was UBS, an estimated $27.8M added.
- The largest Pearson seller in Q1 2014 was JP Morgan Chase, an estimated $8.26M sold.
Based on aggregated 13F filings for Q1 2014.