Pearson
PSO
107 hedge funds and large institutions have $818M invested in Pearson in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
57% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 28
27% more capital invested
Capital invested by funds: $643M → $818M (+$175M)
9% more funds holding
Funds holding: 98 → 107 (+9)
0.36% more ownership
Funds ownership: 4.25% → 4.62% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$36.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$20.3M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$10.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.88M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.2M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$6.07M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$4.95M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$4.63M |
| 5 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$3.01M |
PSO Hedge Fund Activity: Q1 2015 in Review
107 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2015, worth a combined $818M — up 27% from $643M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PSO positions and 8 closed out — a net gain of 10 holders — while 44 added to existing stakes and 28 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $36.5M. The largest seller was Invesco, cutting an estimated $13.2M.
- 107 institutional investors held Pearson (PSO) as of Q1 2015, up from 98 in Q4 2014.
- Funds reported $818M of Pearson stock for Q1 2015, up 27% quarter-over-quarter.
- 18 funds opened new Pearson positions in Q1 2015 and 8 closed out, a net change of +10 holders.
- The largest Pearson buyer in Q1 2015 was Lazard Asset Management, an estimated $36.5M added.
- The largest Pearson seller in Q1 2015 was Invesco, an estimated $13.2M sold.
Based on aggregated 13F filings for Q1 2015.