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87 hedge funds and large institutions have $101M invested in Pearson in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 1.31%1.25% (-0.06%)

8% less capital invested

Capital invested by funds: $110M → $101M (-$8.74M)

12% less funds holding

Funds holding: 9987 (-12)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
87
Holders Change
-12
Holders Change %
-12.12%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
36
Closed
24
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.5M -$665K -63,463 -3%
PPA
2
Parametric Portfolio Associates
Washington
$13.2M +$1.29M +123,120 +11%
Northern Trust
3
Northern Trust
Illinois
$8.43M +$611K +58,245 +8%
HA
4
Heartland Advisors
Wisconsin
$6.49M +$10.8K +1,027 +0.2%
AG
5
Aperio Group
California
$5.03M -$1.17M -111,322 -19%
US Bancorp
6
US Bancorp
Minnesota
$4.65M -$95.2K -9,077 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.08M +$223K +21,300 +6%
Goldman Sachs
8
Goldman Sachs
New York
$3.57M +$826K +78,794 +30%
Jane Street
9
Jane Street
New York
$3.13M +$3.17M +302,509 New
HJIM
10
Henry James International Management
New York
$2.7M -$4.15K -396 -0.2%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.5M -$6.08M -579,667 -71%
Deutsche Bank
12
Deutsche Bank
Germany
$2.4M +$2.43M +231,766 +87,459%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.31M -$850K -81,042 -27%
Ameriprise
14
Ameriprise
Minnesota
$2.13M +$884K +84,315 +69%
OMC
15
Old Mission Capital
Illinois
$1.89M +$1.92M +182,753 New
Morgan Stanley
16
Morgan Stanley
New York
$1.71M -$916K -87,367 -35%
FIM
17
Freedom Investment Management
Connecticut
$1.46M -$44.5K -4,241 -3%
CI
18
Cowen Inc
New York
$1.04M +$1.05M +100,000 New
SG Americas Securities
19
SG Americas Securities
New York
$941K +$572K +54,552 +150%
CGH
20
Crossmark Global Holdings
Texas
$860K -$12.3K -1,171 -1%
BG
21
Bollard Group
Massachusetts
$853K +$14K +1,336 +2%
LCM
22
Landscape Capital Management
New Jersey
$650K +$285K +27,159 +76%
CS
23
Credit Suisse
Switzerland
$622K
Geode Capital Management
24
Geode Capital Management
Massachusetts
$518K +$362K +34,503 +223%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$496K -$190K -18,138 -27%

PSO Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2019, worth a combined $101M — down 7.9% from $110M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PSO and 13 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 26 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.17M. The largest seller was Arrowstreet Capital, cutting an estimated $6.08M.

  • 87 institutional investors held Pearson (PSO) as of Q2 2019, down from 99 in Q1 2019.
  • Funds reported $101M of Pearson stock for Q2 2019, down 7.9% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q2 2019 and 24 closed out, a net change of -11 holders.
  • The largest Pearson buyer in Q2 2019 was Jane Street, an estimated $3.17M added.
  • The largest Pearson seller in Q2 2019 was Arrowstreet Capital, an estimated $6.08M sold.

Based on aggregated 13F filings for Q2 2019.