Pearson
95 hedge funds and large institutions have $137M invested in Pearson in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 14 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
7% more funds holding
Funds holding: 89 → 95 (+6)
0.05% more ownership
Funds ownership: 1.91% → 1.96% (+0.05%)
13% less capital invested
Capital invested by funds: $157M → $137M (-$20M)
90% less call options, than puts
Call options by funds: $199K | Put options by funds: $1.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.7M |
| 2 |
JP Morgan Chase
New York
|
+$3.01M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$1.07M |
| 4 |
FPF
FNY Partners Fund
New York
|
+$1.04M |
| 5 |
Millennium Management
New York
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.22M |
| 3 |
Renaissance Technologies
New York
|
-$1.84M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.14M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$727K |
PSO Hedge Fund Activity: Q1 2017 in Review
95 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2017, worth a combined $137M — down 13% from $157M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PSO positions and 14 closed out — a net gain of 7 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $15.7M. The largest seller was Invesco, cutting an estimated $17.5M.
- 95 institutional investors held Pearson (PSO) as of Q1 2017, up from 89 in Q4 2016.
- Funds reported $137M of Pearson stock for Q1 2017, down 13% quarter-over-quarter.
- 21 funds opened new Pearson positions in Q1 2017 and 14 closed out, a net change of +7 holders.
- The largest Pearson buyer in Q1 2017 was Arrowstreet Capital, an estimated $15.7M added.
- The largest Pearson seller in Q1 2017 was Invesco, an estimated $17.5M sold.
Based on aggregated 13F filings for Q1 2017.