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78 hedge funds and large institutions have $77.7M invested in Pearson in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 1.59%1.43% (-0.16%)

6% less capital invested

Capital invested by funds: $82.5M → $77.7M (-$4.82M)

6% less funds holding

Funds holding: 8378 (-5)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
29
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Advisor Partners
California
$312K +$270K +43,212 New
Comerica Bank
27
Comerica Bank
Texas
$285K +$8.68K +1,390 +4%
Fidelity International
28
Fidelity International
Bermuda
$284K +$245K +39,309 New
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$254K -$311K -49,789 -59%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$209K +$181K +28,973 New
DS
31
DRW Securities
Illinois
$167K -$362K -57,969 -72%
MWNA
32
Marshall Wace North America
New York
$160K -$553K -88,596 -80%
Citigroup
33
Citigroup
New York
$149K -$169K -27,112 -57%
FC
34
FCA Corp
Texas
$145K
First Trust Advisors
35
First Trust Advisors
Illinois
$143K +$124K +19,833 New
Bank of America
36
Bank of America
North Carolina
$141K -$987K -158,154 -89%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$140K -$2.67K -427 -2%
UBS Group
38
UBS Group
Switzerland
$125K +$287 +46 +0.3%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$120K -$98.6K -15,785 -49%
CGL
40
Clarius Group LLC
Washington
$115K +$99.6K +15,955 New
Wells Fargo
41
Wells Fargo
California
$102K -$10.9K -1,753 -11%
State Street
42
State Street
Massachusetts
$97K +$83.4K +13,363 New
SCM
43
Stevens Capital Management
Pennsylvania
$94K +$80.8K +12,934 New
RA
44
RFG Advisory
Alabama
$92K
OFS
45
OneAscent Financial Services
Alabama
$91K +$6.69K +1,072 +9%
Simplex Trading
46
Simplex Trading
Illinois
$86K +$70.8K +11,342 +1,826%
LAM
47
Lapides Asset Management
Connecticut
$82K
CSS
48
Cubist Systematic Strategies
Connecticut
$76K -$2.91K -466 -4%
SIS
49
Susquehanna International Securities
Ireland
$72K
CFGS
50
Concourse Financial Group Securities
Alabama
$55K +$17.5K +2,797 +58%

PSO Hedge Fund Activity: Q2 2020 in Review

78 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2020, worth a combined $77.7M — down 5.8% from $82.5M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 15 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Parametric Portfolio Associates, cutting an estimated $7.79M.

  • 78 institutional investors held Pearson (PSO) as of Q2 2020, down from 83 in Q1 2020.
  • Funds reported $77.7M of Pearson stock for Q2 2020, down 5.8% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2020 and 20 closed out, a net change of -5 holders.
  • The largest Pearson buyer in Q2 2020 was Morgan Stanley, an estimated $4.8M added.
  • The largest Pearson seller in Q2 2020 was Parametric Portfolio Associates, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2020.