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Pearson
PSO

91 hedge funds and large institutions have $643M invested in Pearson in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

0.88% less ownership

Funds ownership: 5.12% → 4.24% (-0.88%)

7% less funds holding

Funds holding: 98 → 91 (-7)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

65% less capital inflows, than outflows

Capital inflows: $70.9M | Capital outflows: $202M

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
37
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
UBS
UBS
Switzerland
+$10.2M
3
Hamlin Capital Management
Hamlin Capital Management
New York
+$10.2M
4
Invesco
Invesco
Georgia
+$9.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
Thornburg Investment Management
Thornburg Investment Management
New Mexico
-$72.2M
2
Virtus Fund Advisers
Virtus Fund Advisers
Connecticut
-$66.6M
3
Sterling Capital Management
Sterling Capital Management
North Carolina
-$26.6M
4
Northern Trust
Northern Trust
Illinois
-$11M
5
Managed Account Advisors
Managed Account Advisors
New Jersey
-$6.99M

PSO Hedge Fund Activity: Q3 2014 in Review

91 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2014, worth a combined $643M — down 16% from $767M 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 37 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.

  • 91 institutional investors held Pearson (PSO) as of Q3 2014, down from 98 in Q2 2014.
  • Funds reported $643M of Pearson stock for Q3 2014, down 16% 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.