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118 hedge funds and large institutions have $560M invested in Pearson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

4% more funds holding

Funds holding: 114118 (+4)

0.08% more ownership

Funds ownership: 3.89%3.97% (+0.08%)

7% less capital invested

Capital invested by funds: $605M → $560M (-$44.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
52
Reduced
24
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Cambiar Investors
Colorado
$72.2M +$76M +4,206,984 New
HCM
2
Hamlin Capital Management
New York
$60.4M +$4.1M +227,100 +7%
Lazard Asset Management
3
Lazard Asset Management
New York
$49.8M +$19M +1,050,544 +57%
SCM
4
Sterling Capital Management
North Carolina
$47.4M -$443K -24,524 -0.9%
Bank of America
5
Bank of America
North Carolina
$39.9M +$35.7M +1,976,108 +565%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$38.9M -$2.34M -129,786 -5%
BTS
7
BB&T Securities
Virginia
$24.7M +$528K +29,270 +2%
Invesco
8
Invesco
Georgia
$22.3M -$2.02M -111,978 -8%
Wells Fargo
9
Wells Fargo
California
$20.1M +$13.8M +765,622 +188%
Renaissance Technologies
10
Renaissance Technologies
New York
$18.1M +$2.81M +155,700 +17%
UBS Group
11
UBS Group
Switzerland
$17.8M -$33.4M -1,848,183 -64%
RJA
12
Raymond James & Associates
Florida
$16.4M +$879K +48,695 +5%
SOMRS
13
State of Michigan Retirement System
Michigan
$15.2M -$3.87M -214,400 -19%
Northern Trust
14
Northern Trust
Illinois
$11.3M +$5.1M +282,629 +75%
AAM
15
Advisors Asset Management
Colorado
$10.3M -$2.38M -131,794 -18%
Truist Financial
16
Truist Financial
North Carolina
$9.82M +$268K +14,867 +3%
SC
17
Saturna Capital
Washington
$6.93M
AG
18
Aperio Group
California
$5.48M +$902K +49,968 +19%
PPA
19
Parametric Portfolio Associates
Washington
$4.97M +$645K +35,717 +14%
Millennium Management
20
Millennium Management
New York
$3.31M -$1.81M -100,141 -34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.31M +$2.06M +114,255 +145%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$3.13M +$804K +44,537 +44%
GIM
23
Goelzer Investment Management
Indiana
$3.12M +$42.3K +2,345 +1%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$2.93M +$1.05M +57,952 +51%
Goldman Sachs
25
Goldman Sachs
New York
$2.87M +$166K +9,216 +6%

PSO Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2015, worth a combined $560M — down 7.4% from $605M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PSO positions and 22 closed out — a net gain of 5 holders — while 52 added to existing stakes and 24 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $76M. The largest seller was Jane Street, exiting entirely with an estimated $33.5M sold.

  • 118 institutional investors held Pearson (PSO) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $560M of Pearson stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pearson positions in Q3 2015 and 22 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q3 2015 was Cambiar Investors, an estimated $76M added.
  • The largest Pearson seller in Q3 2015 was Jane Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2015.