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Pearson
PSO

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

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

0.81% less ownership

Funds ownership: 4.73% → 3.91% (-0.81%)

7% less funds holding

Funds holding: 97 → 90 (-7)

12% less capital invested

Capital invested by funds: $1.04B → $916M (-$120M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$15.4M
2
U
UBS
Switzerland
+$10.2M
3
HCM
Hamlin Capital Management
New York
+$10.2M
4
Invesco
Invesco
Georgia
+$9.64M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$72.2M
2
VFA
Virtus Fund Advisers
Connecticut
-$66.6M
3
SCM
Sterling Capital Management
North Carolina
-$26.6M
4
Northern Trust
Northern Trust
Illinois
-$11M
5
MAA
Managed Account Advisors
New Jersey
-$6.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$304M +$102K +5,343 +0.4%
U
2
UBS
Switzerland
$238M +$10.2M +536,061 +5%
HCM
3
Hamlin Capital Management
New York
$52.1M +$10.2M +532,130 +26%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46.4M -$321K -16,824 -0.7%
Invesco
5
Invesco
Georgia
$42.2M +$9.64M +505,446 +31%
SCM
6
Sterling Capital Management
North Carolina
$34.7M -$26.6M -1,395,357 -45%
SOMRS
7
State of Michigan Retirement System
Michigan
$27.7M -$32.4K -1,700 -0.1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$18M -$860K -45,088 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$16.2M +$15.4M +807,619 New
AAM
10
Advisors Asset Management
Colorado
$14.3M +$545K +28,565 +4%
Truist Financial
11
Truist Financial
North Carolina
$12.6M -$307K -16,079 -2%
RJA
12
Raymond James & Associates
Florida
$12M +$873K +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 +$848K +44,425 +16%
MAA
16
Managed Account Advisors
New Jersey
$6.22M -$6.99M -366,464 -54%
Renaissance Technologies
17
Renaissance Technologies
New York
$4.72M +$4.5M +235,700 New
Northern Trust
18
Northern Trust
Illinois
$4.66M -$11M -575,381 -71%
GC
19
Guggenheim Capital
Illinois
$4.23M +$2.43M +127,370 +152%
VKH
20
Virtu KCG Holdings
New York
$3.96M +$3.78M +197,920 New
PPA
21
Parametric Portfolio Associates
Washington
$3.73M +$423K +22,174 +14%
GIM
22
Goelzer Investment Management
Indiana
$3.57M +$53.1K +2,783 +2%
Goldman Sachs
23
Goldman Sachs
New York
$3.21M +$224K +11,763 +8%
Morgan Stanley
24
Morgan Stanley
New York
$3.15M -$2.36M -123,544 -44%
EIP
25
Epoch Investment Partners
New York
$3.04M +$151K +7,898 +5%
1
2 3 4 5

PSO Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2014, worth a combined $916M — down 12% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 13 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 36 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $15.4M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $72.2M sold.

  • 90 institutional investors held Pearson (PSO) as of Q3 2014, down from 97 in Q2 2014.
  • Funds reported $916M of Pearson stock for Q3 2014, down 12% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2014 and 20 closed out, a net change of -7 holders.
  • The largest Pearson buyer in Q3 2014 was JP Morgan Chase, an estimated $15.4M added.
  • The largest Pearson seller in Q3 2014 was Thornburg Investment Management, an estimated $72.2M sold.

Based on aggregated 13F filings for Q3 2014.