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93 hedge funds and large institutions have $225M invested in Pearson in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $346K | Put options by funds: $172K

5% more capital invested

Capital invested by funds: $214M → $225M (+$10.9M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.02% more ownership

Funds ownership: 2.08%2.1% (+0.02%)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

1% less funds holding

Funds holding: 9493 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
33
Closed
14
Calls
$346K
Puts
$172K
Net Calls
+$174K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$35.2M +$3.94M +329,907 +14%
Jane Street
2
Jane Street
New York
$24.6M +$2.64M +220,969 +13%
Renaissance Technologies
3
Renaissance Technologies
New York
$22.4M -$923K -77,300 -4%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$21M -$6.35M -531,711 -25%
Invesco
5
Invesco
Georgia
$17.7M +$1.51M +126,655 +10%
SOMRS
6
State of Michigan Retirement System
Michigan
$13.3M +$141K +11,800 +1%
Bank of America
7
Bank of America
North Carolina
$11.9M +$2.59M +217,262 +31%
AG
8
Aperio Group
California
$7.45M +$1.98M +165,860 +41%
UBS Group
9
UBS Group
Switzerland
$7.05M -$920K -77,122 -12%
PPA
10
Parametric Portfolio Associates
Washington
$6.49M +$1.12M +93,626 +23%
Northern Trust
11
Northern Trust
Illinois
$5.85M +$257K +21,533 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.43M -$282K -23,632 -5%
DAS
13
Dynamic Advisor Solutions
Arizona
$3.81M +$178K +14,953 +5%
OMC
14
Old Mission Capital
Illinois
$3.45M +$3.17M +265,695 New
Goldman Sachs
15
Goldman Sachs
New York
$3.14M +$482K +40,350 +20%
AAM
16
Advisors Asset Management
Colorado
$3.06M -$1.29M -108,200 -31%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.54M -$71.9K -6,022 -3%
RJA
18
Raymond James & Associates
Florida
$2.32M +$347K +29,081 +19%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.93M
Morgan Stanley
20
Morgan Stanley
New York
$1.89M -$197K -16,502 -10%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.79M -$839K -70,329 -34%
CS
22
Credit Suisse
Switzerland
$1.71M -$33.9K -2,840 -2%
Ameriprise
23
Ameriprise
Minnesota
$1.61M +$578K +48,451 +64%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.59M +$508K +42,598 +53%
RCM
25
Riverhead Capital Management
Delaware
$1.52M +$293K +24,528 +52%

PSO Hedge Fund Activity: Q2 2016 in Review

93 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2016, worth a combined $225M — up 5.1% from $214M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PSO positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.94M. The largest seller was Arrowstreet Capital, cutting an estimated $6.35M.

  • 93 institutional investors held Pearson (PSO) as of Q2 2016, down from 94 in Q1 2016.
  • Funds reported $225M of Pearson stock for Q2 2016, up 5.1% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2016 and 14 closed out, a net change of +1 holder.
  • The largest Pearson buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $3.94M added.
  • The largest Pearson seller in Q2 2016 was Arrowstreet Capital, an estimated $6.35M sold.

Based on aggregated 13F filings for Q2 2016.