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94 hedge funds and large institutions have $106M invested in Pearson in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more funds holding

Funds holding: 8494 (+10)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $102M → $106M (+$3.39M)

0.01% less ownership

Funds ownership: 1.3%1.29% (-0.01%)

81% less call options, than puts

Call options by funds: $20K | Put options by funds: $106K

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
26
Reduced
24
Closed
13
Calls
$20K
Puts
$106K
Net Calls
-$86K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28M -$481K -48,278 -2%
Deutsche Bank
2
Deutsche Bank
Germany
$9.19M -$141K -14,168 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.69M -$386K -38,800 -4%
PPA
4
Parametric Portfolio Associates
Washington
$7.78M +$340K +34,202 +5%
Northern Trust
5
Northern Trust
Illinois
$7.41M +$323K +32,402 +5%
Morgan Stanley
6
Morgan Stanley
New York
$6.78M +$9.87K +991 +0.2%
AG
7
Aperio Group
California
$4.95M +$150K +15,022 +3%
Jane Street
8
Jane Street
New York
$4.28M -$1.91M -191,755 -32%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$3.78M +$3.57M +358,876 New
Goldman Sachs
10
Goldman Sachs
New York
$2.53M -$46.7K -4,690 -2%
AAM
11
Advisors Asset Management
Colorado
$1.87M -$355K -35,625 -16%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$1.69M
Ameriprise
13
Ameriprise
Minnesota
$1.54M +$3.85K +387 +0.3%
SG Americas Securities
14
SG Americas Securities
New York
$1.53M -$315K -31,636 -18%
CS
15
Credit Suisse
Switzerland
$1.47M -$924K -92,857 -40%
SFI
16
Susquehanna Fundamental Investments
Pennsylvania
$1.23M +$1.16M +116,818 New
Bank of America
17
Bank of America
North Carolina
$1.22M +$331K +33,264 +40%
CGH
18
Crossmark Global Holdings
Texas
$1.05M -$115K -11,556 -10%
BG
19
Bollard Group
Massachusetts
$849K +$802K +80,600 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$845K +$5.77K +580 +0.7%
UBS Group
21
UBS Group
Switzerland
$704K +$39.7K +3,988 +6%
US Bancorp
22
US Bancorp
Minnesota
$624K +$431K +43,321 +272%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$565K +$89.2K +8,960 +20%
GC
24
Guggenheim Capital
Illinois
$555K +$41.9K +4,211 +9%
BCM
25
BlueCrest Capital Management
Jersey
$477K +$451K +45,332 New

PSO Hedge Fund Activity: Q1 2018 in Review

94 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2018, worth a combined $106M — up 3.3% from $102M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSO positions and 13 closed out — a net gain of 10 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $3.57M. The largest seller was Raymond James & Associates, cutting an estimated $1.99M.

  • 94 institutional investors held Pearson (PSO) as of Q1 2018, up from 84 in Q4 2017.
  • Funds reported $106M of Pearson stock for Q1 2018, up 3.3% quarter-over-quarter.
  • 23 funds opened new Pearson positions in Q1 2018 and 13 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2018 was Arrowstreet Capital, an estimated $3.57M added.
  • The largest Pearson seller in Q1 2018 was Raymond James & Associates, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2018.