Pearson
84 hedge funds and large institutions have $102M invested in Pearson in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 9 closing their positions.
218% more call options, than puts
Call options by funds: $668K | Put options by funds: $210K
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
12% more capital invested
Capital invested by funds: $90.8M → $102M (+$11.3M)
11% more funds holding
Funds holding: 76 → 84 (+8)
0.06% less ownership
Funds ownership: 1.36% → 1.3% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.03M |
| 2 |
Morgan Stanley
New York
|
+$1.58M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.52M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$1.47M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.13M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.65M |
| 3 |
JP Morgan Chase
New York
|
-$1.74M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.73M |
| 5 |
Jane Street
New York
|
-$1.06M |
PSO Hedge Fund Activity: Q4 2017 in Review
84 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2017, worth a combined $102M — up 12% from $90.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PSO positions and 9 closed out — a net gain of 8 holders — while 30 added to existing stakes and 22 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $3.03M. The largest seller was Royal Bank of Canada, cutting an estimated $8.13M.
- 84 institutional investors held Pearson (PSO) as of Q4 2017, up from 76 in Q3 2017.
- Funds reported $102M of Pearson stock for Q4 2017, up 12% quarter-over-quarter.
- 17 funds opened new Pearson positions in Q4 2017 and 9 closed out, a net change of +8 holders.
- The largest Pearson buyer in Q4 2017 was Deutsche Bank, an estimated $3.03M added.
- The largest Pearson seller in Q4 2017 was Royal Bank of Canada, an estimated $8.13M sold.
Based on aggregated 13F filings for Q4 2017.