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96 hedge funds and large institutions have $129M invested in Pearson in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

3% more funds holding

Funds holding: 9396 (+3)

0.03% less ownership

Funds ownership: 1.43%1.4% (-0.03%)

0% less capital invested

Capital invested by funds: $129M → $129M (-$118K)

43% less call options, than puts

Call options by funds: $201K | Put options by funds: $354K

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
25
Closed
19
Calls
$201K
Puts
$354K
Net Calls
-$153K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28.1M -$840K -72,665 -3%
PPA
2
Parametric Portfolio Associates
Washington
$14.3M +$3.98M +344,062 +40%
Northern Trust
3
Northern Trust
Illinois
$9.97M +$749K +64,849 +8%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.58M -$1.67M -144,930 -19%
AG
5
Aperio Group
California
$7.58M +$833K +72,079 +13%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$7.54M -$1.35M -117,015 -16%
Deutsche Bank
7
Deutsche Bank
Germany
$6.69M +$479K +41,486 +8%
Morgan Stanley
8
Morgan Stanley
New York
$5.76M -$1.16M -100,749 -17%
US Bancorp
9
US Bancorp
Minnesota
$4.26M +$1.12M +96,818 +37%
Goldman Sachs
10
Goldman Sachs
New York
$3.86M +$58.8K +5,085 +2%
AL
11
AJO LP
Pennsylvania
$3.75M +$2.76M +238,701 +316%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.35M +$3.24M +280,311 New
HJIM
13
Henry James International Management
New York
$3.12M +$1.23M +106,091 +68%
Ameriprise
14
Ameriprise
Minnesota
$1.55M -$206K -17,847 -12%
FIM
15
Freedom Investment Management
Connecticut
$1.48M -$27.4K -2,375 -2%
OMC
16
Old Mission Capital
Illinois
$1.22M -$3.4K -294 -0.3%
Bank of America
17
Bank of America
North Carolina
$1.16M +$359K +31,082 +47%
SGAM
18
Steinberg Global Asset Management
Florida
$1.06M +$1.03M +88,796 New
Jane Street
19
Jane Street
New York
$1.03M -$4.54M -393,166 -82%
CGH
20
Crossmark Global Holdings
Texas
$1.02M -$18.7K -1,617 -2%
AWA
21
Arete Wealth Advisors
Illinois
$1.02M +$346K +29,939 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$968K -$99.9K -8,640 -10%
BG
23
Bollard Group
Massachusetts
$967K
MYIA
24
Mount Yale Investment Advisors
Colorado
$892K +$72.4K +6,266 +9%
SG Americas Securities
25
SG Americas Securities
New York
$777K -$200K -17,266 -21%

PSO Hedge Fund Activity: Q4 2018 in Review

96 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2018, worth a combined $129M — down 0.09% from $129M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSO positions and 19 closed out — a net gain of 5 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.98M. The largest seller was Jane Street, cutting an estimated $4.54M.

  • 96 institutional investors held Pearson (PSO) as of Q4 2018, up from 93 in Q3 2018.
  • Funds reported $129M of Pearson stock for Q4 2018, down 0.09% quarter-over-quarter.
  • 24 funds opened new Pearson positions in Q4 2018 and 19 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $3.98M added.
  • The largest Pearson seller in Q4 2018 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2018.