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114 hedge funds and large institutions have $605M invested in Pearson in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

8% more funds holding

Funds holding: 106114 (+8)

0.73% less ownership

Funds ownership: 4.62%3.89% (-0.73%)

45% less capital invested

Capital invested by funds: $1.1B → $605M (-$492M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
47
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hamlin Capital Management
New York
$62.5M +$434K +21,240 +0.6%
UBS Group
2
UBS Group
Switzerland
$54.7M -$220M -10,754,543 -79%
SCM
3
Sterling Capital Management
North Carolina
$52.9M -$1.68M -82,037 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.4M +$1.19M +58,061 +2%
Lazard Asset Management
5
Lazard Asset Management
New York
$35.1M +$1.8M +87,993 +5%
Jane Street
6
Jane Street
New York
$33.5M +$36M +1,764,552 New
Invesco
7
Invesco
Georgia
$26.8M +$3.81M +186,463 +15%
BTS
8
BB&T Securities
Virginia
$26.7M -$511K -25,016 -2%
SOMRS
9
State of Michigan Retirement System
Michigan
$20.9M +$63.3K +3,100 +0.3%
RJA
10
Raymond James & Associates
Florida
$17.2M +$1.66M +81,490 +10%
Renaissance Technologies
11
Renaissance Technologies
New York
$17.1M +$7.89M +386,300 +75%
MAA
12
Managed Account Advisors
New Jersey
$16M +$836K +40,911 +5%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$14.1M -$1.63M -79,951 -10%
AAM
14
Advisors Asset Management
Colorado
$13.8M +$18.7K +913 +0.1%
Two Sigma Investments
15
Two Sigma Investments
New York
$11.7M +$12.1M +590,299 +2,435%
OMC
16
Old Mission Capital
Illinois
$10.7M +$11.5M +563,907 New
Truist Financial
17
Truist Financial
North Carolina
$10.6M -$188K -9,186 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$10.5M +$2.74M +133,953 +32%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$9.9M -$1.33M -65,336 -11%
Wells Fargo
20
Wells Fargo
California
$7.74M +$598K +29,296 +8%
SC
21
Saturna Capital
Washington
$7.66M -$20.4K -1,000 -0.2%
Northern Trust
22
Northern Trust
Illinois
$7.15M +$487K +23,848 +7%
Bank of America
23
Bank of America
North Carolina
$6.63M +$1.97M +96,225 +38%
USAA
24
United Services Automobile Association
Texas
$5.94M
Millennium Management
25
Millennium Management
New York
$5.56M +$3.44M +168,612 +135%

PSO Hedge Fund Activity: Q2 2015 in Review

114 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2015, worth a combined $605M — down 45% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $36M. The largest seller was UBS Group, cutting an estimated $220M.

  • 114 institutional investors held Pearson (PSO) as of Q2 2015, up from 106 in Q1 2015.
  • Funds reported $605M of Pearson stock for Q2 2015, down 45% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2015 and 11 closed out, a net change of +9 holders.
  • The largest Pearson buyer in Q2 2015 was Jane Street, an estimated $36M added.
  • The largest Pearson seller in Q2 2015 was UBS Group, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.