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93 hedge funds and large institutions have $129M invested in Pearson in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $121M → $129M (+$7.38M)

0.09% more ownership

Funds ownership: 1.34%1.43% (+0.09%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 9593 (-2)

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28M -$946K -80,785 -3%
PPA
2
Parametric Portfolio Associates
Washington
$9.87M +$698K +59,668 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.99M +$1.6M +136,530 +21%
Northern Trust
4
Northern Trust
Illinois
$8.88M +$481K +41,111 +6%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.62M +$1.21M +103,511 +16%
Morgan Stanley
6
Morgan Stanley
New York
$6.72M -$1.27M -108,557 -16%
AG
7
Aperio Group
California
$6.48M +$402K +34,313 +6%
Deutsche Bank
8
Deutsche Bank
Germany
$5.97M +$374K +31,993 +7%
Jane Street
9
Jane Street
New York
$5.52M +$2.92M +249,226 +108%
GT
10
Glenmede Trust
Pennsylvania
$5.34M +$49.2K +4,202 +0.9%
Goldman Sachs
11
Goldman Sachs
New York
$3.66M +$395K +33,781 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.04M +$2.87M +244,866 +1,301%
US Bancorp
13
US Bancorp
Minnesota
$2.99M +$1.28M +109,586 +73%
HJIM
14
Henry James International Management
New York
$1.79M +$1.82M +155,062 New
Ameriprise
15
Ameriprise
Minnesota
$1.7M -$398K -34,041 -19%
FIM
16
Freedom Investment Management
Connecticut
$1.48M -$3.43K -293 -0.2%
OMC
17
Old Mission Capital
Illinois
$1.18M +$1.05M +90,012 +713%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.1M -$84.8K -7,245 -7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.03M +$14.1K +1,205 +1%
CGH
20
Crossmark Global Holdings
Texas
$1.01M +$99.7K +8,514 +11%
SG Americas Securities
21
SG Americas Securities
New York
$948K -$132K -11,253 -12%
BG
22
Bollard Group
Massachusetts
$933K +$1.43K +122 +0.2%
AL
23
AJO LP
Pennsylvania
$869K +$883K +75,471 New
AAM
24
Advisors Asset Management
Colorado
$862K -$408K -34,847 -32%
MYIA
25
Mount Yale Investment Advisors
Colorado
$803K +$535K +45,686 +213%

PSO Hedge Fund Activity: Q3 2018 in Review

93 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2018, worth a combined $129M — up 6.1% from $121M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 34 added.

The largest buyer was Jane Street, adding an estimated $2.92M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 93 institutional investors held Pearson (PSO) as of Q3 2018, down from 95 in Q2 2018.
  • Funds reported $129M of Pearson stock for Q3 2018, up 6.1% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q3 2018 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2018 was Jane Street, an estimated $2.92M added.
  • The largest Pearson seller in Q3 2018 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2018.