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Pearson
PSO

Overview Fund Activity

90 hedge funds and large institutions have $916M invested in Pearson in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
25
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$16.2M
2
U
2
UBS
Switzerland
$238M
3
HCM
3
Hamlin Capital Management
New York
$52.1M
4
Invesco
4
Invesco
Georgia
$42.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.72M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
VFA
2
Virtus Fund Advisers
Connecticut
$0
3
SCM
3
Sterling Capital Management
North Carolina
$34.7M
4
Northern Trust
4
Northern Trust
Illinois
$4.66M
5
MAA
5
Managed Account Advisors
New Jersey
$6.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
1
BB&T Securities
Virginia
$304M +$1.07M +5,343 +0.4%
U
2
UBS
Switzerland
$238M +$10.7M +536,061 +5%
HCM
3
Hamlin Capital Management
New York
$52.1M +$10.7M +532,130 +26%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46.4M -$337K -16,824 -0.7%
Invesco
5
Invesco
Georgia
$42.2M +$10.1M +505,446 +31%
SCM
6
Sterling Capital Management
North Carolina
$34.7M -$27.9M -1,395,357 -45%
SOMRS
7
State of Michigan Retirement System
Michigan
$27.7M -$34K -1,700 -0.1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$18M -$903K -45,088 -5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$16.2M +$16.2M +807,619 New
AAM
10
Advisors Asset Management
Colorado
$14.3M +$572K +28,565 +4%
Truist Financial
11
Truist Financial
North Carolina
$12.6M -$322K -16,079 -2%
RJA
12
Raymond James & Associates
Florida
$12M +$916K +45,760 +8%
USAA
13
United Services Automobile Association
Texas
$11.1M – – –
SC
14
Saturna Capital
Washington
$8.11M – – –
AG
15
Aperio Group
California
$6.54M +$889K +44,425 +16%
MAA
16
Managed Account Advisors
New Jersey
$6.23M -$7.34M -366,464 -54%
Renaissance Technologies
17
Renaissance Technologies
New York
$4.72M +$4.72M +235,700 New
Northern Trust
18
Northern Trust
Illinois
$4.66M -$11.5M -575,381 -71%
GC
19
Guggenheim Capital
Illinois
$4.23M +$2.55M +127,370 +152%
VKH
20
Virtu KCG Holdings
New York
$3.96M +$3.96M +197,920 New
PPA
21
Parametric Portfolio Associates
Washington
$3.73M +$444K +22,174 +14%
GIM
22
Goelzer Investment Management
Indiana
$3.57M +$55.7K +2,783 +2%
Goldman Sachs
23
Goldman Sachs
New York
$3.21M +$236K +11,763 +8%
Morgan Stanley
24
Morgan Stanley
New York
$3.15M -$2.47M -123,544 -44%
EIP
25
Epoch Investment Partners
New York
$3.04M +$158K +7,898 +5%
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