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77 hedge funds and large institutions have $93.6M invested in Pearson in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 1.25%1.32% (+0.07%)

8% less capital invested

Capital invested by funds: $101M → $93.6M (-$7.88M)

11% less funds holding

Funds holding: 8777 (-10)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $136K

Holders
77
Holders Change
-10
Holders Change %
-11.49%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
29
Closed
19
Calls
Puts
$136K
Net Calls
-$136K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.5M -$2.59K -250 -0%
PPA
2
Parametric Portfolio Associates
Washington
$12.8M +$1.47M +141,976 +11%
HA
3
Heartland Advisors
Wisconsin
$7.71M +$2.34M +225,711 +36%
Northern Trust
4
Northern Trust
Illinois
$6.94M -$474K -45,750 -6%
AG
5
Aperio Group
California
$4.75M +$419K +40,408 +8%
Goldman Sachs
6
Goldman Sachs
New York
$4.53M +$1.62M +156,093 +45%
Jane Street
7
Jane Street
New York
$4.52M +$2.05M +197,794 +65%
US Bancorp
8
US Bancorp
Minnesota
$4.07M +$14.2K +1,369 +0.3%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.42M -$161K -15,500 -4%
HJIM
10
Henry James International Management
New York
$2.98M +$714K +68,950 +26%
JP Morgan Chase
11
JP Morgan Chase
New York
$2M +$2.22M +214,301 +3,017%
Millennium Management
12
Millennium Management
New York
$1.89M +$2.17M +209,341 New
Ameriprise
13
Ameriprise
Minnesota
$1.86M +$2.8K +270 +0.1%
OMC
14
Old Mission Capital
Illinois
$1.61M -$48.6K -4,694 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.57M -$507K -48,950 -22%
Morgan Stanley
16
Morgan Stanley
New York
$1.35M -$163K -15,724 -10%
FIM
17
Freedom Investment Management
Connecticut
$1.31M +$40.1K +3,875 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.3M +$974K +94,006 +188%
DS
19
DRW Securities
Illinois
$1.1M +$1.26M +122,024 New
CIM
20
Cowen Investment Management
New York
$904K +$1.04M +100,000 New
CGH
21
Crossmark Global Holdings
Texas
$669K -$93.4K -9,016 -11%
SG Americas Securities
22
SG Americas Securities
New York
$642K -$206K -19,856 -22%
CS
23
Credit Suisse
Switzerland
$542K
Bank of America
24
Bank of America
North Carolina
$483K +$214K +20,626 +63%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$444K +$12.5K +1,203 +3%

PSO Hedge Fund Activity: Q3 2019 in Review

77 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2019, worth a combined $93.6M — down 7.8% from $101M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PSO and 11 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Heartland Advisors, adding an estimated $2.34M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.5M sold.

  • 77 institutional investors held Pearson (PSO) as of Q3 2019, down from 87 in Q2 2019.
  • Funds reported $93.6M of Pearson stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 11 funds opened new Pearson positions in Q3 2019 and 19 closed out, a net change of -8 holders.
  • The largest Pearson buyer in Q3 2019 was Heartland Advisors, an estimated $2.34M added.
  • The largest Pearson seller in Q3 2019 was Arrowstreet Capital, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2019.