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Pearson
PSO

83 hedge funds and large institutions have $82.5M invested in Pearson in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

11% more funds holding

Funds holding: 75 → 83 (+8)

1% more capital invested

Capital invested by funds: $81.8M → $82.5M (+$635K)

0.35% more ownership

Funds ownership: 1.24% → 1.59% (+0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
29
Reduced
19
Closed
15
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$127K

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$10.3M
2
Goldman Sachs
Goldman Sachs
New York
+$4.39M
3
AG
Aperio Group
California
+$3.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.78M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
-$5.32M
2
Jane Street
Jane Street
New York
-$5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.72M
4
OMC
Old Mission Capital
Illinois
-$2M
5
US Bancorp
US Bancorp
Minnesota
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
Bogle Investment Management
Massachusetts
$531K +$561K +77,000 New
SG Americas Securities
27
SG Americas Securities
New York
$452K +$105K +14,472 +28%
AIM
28
Aigen Investment Management
New York
$398K +$421K +57,765 +1,925,500%
DWM
29
Dakota Wealth Management
Florida
$389K +$411K +56,392 New
Citigroup
30
Citigroup
New York
$329K +$274K +37,677 +373%
AWM
31
Altium Wealth Management
New York
$296K +$313K +42,966 New
CAAS
32
Capital Asset Advisory Services
Michigan
$256K +$48.3K +6,635 +16%
Osaic Holdings
33
Osaic Holdings
Arizona
$245K +$259K +35,632 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$242K +$210K +28,867 +469%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$223K +$150K +20,595 +175%
Comerica Bank
36
Comerica Bank
Texas
$204K -$14.5K -1,985 -5%
FC
37
FCA Corp
Texas
$138K – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$136K +$120K +16,531 +517%
QCG
39
Quadrant Capital Group
Ohio
$120K +$69.7K +9,580 +128%
UBS Group
40
UBS Group
Switzerland
$119K -$56.4K -7,741 -31%
Wells Fargo
41
Wells Fargo
California
$110K -$15.2K -2,081 -12%
PP
42
Paloma Partners
Connecticut
$109K +$115K +15,776 New
RA
43
RFG Advisory
Alabama
$88K – – –
SSA
44
Schonfeld Strategic Advisors
New York
$84K +$88.8K +12,200 New
HF
45
HRT Financial
New York
$82K +$87.1K +11,969 New
OFS
46
OneAscent Financial Services
Alabama
$79K -$64.9K -8,911 -44%
LAM
47
Lapides Asset Management
Connecticut
$79K – – –
CSS
48
Cubist Systematic Strategies
Connecticut
$76K +$79.8K +10,966 New
Two Sigma Advisers
49
Two Sigma Advisers
New York
$72K -$5.82K -800 -7%
EVM
50
Eaton Vance Management
Massachusetts
$71K +$74.7K +10,256 New
1
2
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PSO Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2020, worth a combined $82.5M — up 0.78% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PSO positions and 15 closed out — a net gain of 11 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $10.3M. The largest seller was Heartland Advisors, exiting entirely with an estimated $5.32M sold.

  • 83 institutional investors held Pearson (PSO) as of Q1 2020, up from 75 in Q4 2019.
  • Funds reported $82.5M of Pearson stock for Q1 2020, up 0.78% quarter-over-quarter.
  • 26 funds opened new Pearson positions in Q1 2020 and 15 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $10.3M added.
  • The largest Pearson seller in Q1 2020 was Heartland Advisors, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2020.