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Pearson
PSO

Overview Fund Activity

97 hedge funds and large institutions have $925M invested in Pearson in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
$185M
2
SB
Suntrust Banks
Georgia
$92.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$16.1M
4
Invesco
Invesco
Georgia
$27.7M
5
BTS
BB&T Securities
Virginia
$266M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
2
SIA
Sit Investment Associates
Minnesota
$0
3
MAM
Martingale Asset Management
Massachusetts
$0
4
GC
Guggenheim Capital
Illinois
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$266M +$7.02M +39,431 +3%
U
2
UBS
Switzerland
$185M +$26.5M +1,487,669 +17%
SB
3
Suntrust Banks
Georgia
$92.1M +$20.8M +1,166,582 +29%
TIM
4
Thornburg Investment Management
New Mexico
$70.5M -$863K -48,449 -1%
SCM
5
Sterling Capital Management
North Carolina
$56.6M +$3.66M +205,629 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$43M -$356K -19,994 -0.8%
Invesco
7
Invesco
Georgia
$27.7M +$8.94M +502,050 +48%
SOMRS
8
State of Michigan Retirement System
Michigan
$23.5M +$4.04M +227,000 +21%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$16.1M +$9.05M +508,140 +128%
MAA
10
Managed Account Advisors
New Jersey
$12.3M +$209K +11,752 +2%
Truist Financial
11
Truist Financial
North Carolina
$12M +$190K +10,690 +2%
AAM
12
Advisors Asset Management
Colorado
$11.3M +$1.65M +92,595 +17%
Northern Trust
13
Northern Trust
Illinois
$10M +$2.1M +118,175 +27%
USAA
14
United Services Automobile Association
Texas
$9.79M – – –
RJA
15
Raymond James & Associates
Florida
$9.1M +$445K +25,003 +5%
RFC
16
Russell Frank Company
Washington
$8.56M +$2.24M +125,930 +35%
SC
17
Saturna Capital
Washington
$7.21M +$17.8K +1,000 +0.2%
Morgan Stanley
18
Morgan Stanley
New York
$6.96M +$2.85M +160,040 +69%
GC
19
Guardian Capital
Ontario, Canada
$5.22M -$209K -11,731 -4%
CS
20
Credit Suisse
Switzerland
$5.15M -$7.45K -418 -0.1%
AG
21
Aperio Group
California
$4.29M +$4.29M +241,016 New
Barclays
22
Barclays
United Kingdom
$3.29M +$757K +44,510 +30%
GIM
23
Goelzer Investment Management
Indiana
$2.99M +$353K +19,830 +13%
Macquarie Group
24
Macquarie Group
Australia
$2.71M +$695K +38,990 +34%
EIP
25
Epoch Investment Partners
New York
$2.47M +$2.47M +138,536 New
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