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95 hedge funds and large institutions have $121M invested in Pearson in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $106M → $121M (+$15.8M)

1% more funds holding

Funds holding: 9495 (+1)

0.05% more ownership

Funds ownership: 1.29%1.34% (+0.05%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
25
Closed
16
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29.1M -$1.69M -146,711 -6%
PPA
2
Parametric Portfolio Associates
Washington
$9.25M +$677K +58,608 +8%
Northern Trust
3
Northern Trust
Illinois
$8.46M +$295K +25,574 +4%
Morgan Stanley
4
Morgan Stanley
New York
$8.02M +$556K +48,108 +7%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.48M +$3.3M +285,895 +80%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.46M -$2.1M -182,100 -22%
AG
7
Aperio Group
California
$6.13M +$673K +58,290 +12%
Deutsche Bank
8
Deutsche Bank
Germany
$5.64M -$4.46M -386,234 -44%
GT
9
Glenmede Trust
Pennsylvania
$5.33M +$5.3M +458,681 +42,275%
Goldman Sachs
10
Goldman Sachs
New York
$3.3M +$507K +43,885 +18%
Jane Street
11
Jane Street
New York
$2.67M -$2.04M -176,261 -43%
Ameriprise
12
Ameriprise
Minnesota
$2.1M +$403K +34,873 +24%
US Bancorp
13
US Bancorp
Minnesota
$1.74M +$1.05M +91,015 +154%
SFI
14
Susquehanna Fundamental Investments
Pennsylvania
$1.61M +$256K +22,197 +19%
FIM
15
Freedom Investment Management
Connecticut
$1.47M +$1.46M +126,437 New
Bank of America
16
Bank of America
North Carolina
$1.33M -$17.2K -1,488 -1%
AAM
17
Advisors Asset Management
Colorado
$1.27M -$897K -77,639 -41%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.19M +$1.18M +102,476 New
CS
19
Credit Suisse
Switzerland
$1.16M -$462K -40,000 -29%
SG Americas Securities
20
SG Americas Securities
New York
$1.08M -$599K -51,855 -36%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.03M +$95.8K +8,295 +10%
BG
22
Bollard Group
Massachusetts
$938K +$2.83K +245 +0.3%
CGH
23
Crossmark Global Holdings
Texas
$916K -$239K -20,668 -21%
CBNLCF
24
Cognios Beta Neutral Large Cap Fund
Kansas
$840K +$837K +72,486 New
CC
25
Cognios Capital
Kansas
$840K +$837K +72,486 New

PSO Hedge Fund Activity: Q2 2018 in Review

95 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2018, worth a combined $121M — up 15% from $106M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 16 closed out — a net gain of 4 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $5.3M. The largest seller was Deutsche Bank, cutting an estimated $4.46M.

  • 95 institutional investors held Pearson (PSO) as of Q2 2018, up from 94 in Q1 2018.
  • Funds reported $121M of Pearson stock for Q2 2018, up 15% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q2 2018 and 16 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q2 2018 was Glenmede Trust, an estimated $5.3M added.
  • The largest Pearson seller in Q2 2018 was Deutsche Bank, an estimated $4.46M sold.

Based on aggregated 13F filings for Q2 2018.