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81 hedge funds and large institutions have $76M invested in Pearson in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 7881 (+3)

0.01% less ownership

Funds ownership: 1.43%1.42% (-0.01%)

2% less capital invested

Capital invested by funds: $77.7M → $76M (-$1.68M)

89% less call options, than puts

Call options by funds: $29K | Put options by funds: $259K

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
19
Closed
12
Calls
$29K
Puts
$259K
Net Calls
-$230K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Advisor Partners
California
$274K -$33.6K -4,656 -11%
US Bancorp
27
US Bancorp
Minnesota
$263K -$159K -22,113 -37%
Comerica Bank
28
Comerica Bank
Texas
$262K -$2.02K -280 -0.7%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$196K +$59.8K +8,300 +43%
Bank of America
30
Bank of America
North Carolina
$167K +$27.5K +3,809 +19%
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$162K +$44.7K +6,198 +37%
Citigroup
32
Citigroup
New York
$156K +$9.15K +1,270 +6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$152K -$54.7K -7,588 -26%
UBS Group
34
UBS Group
Switzerland
$147K +$24.4K +3,390 +20%
FC
35
FCA Corp
Texas
$142K
Simplex Trading
36
Simplex Trading
Illinois
$140K +$56.1K +7,790 +65%
VPIM
37
Vanguard Personalized Indexing Management
California
$126K +$128K +17,766 New
First Trust Advisors
38
First Trust Advisors
Illinois
$122K -$19.3K -2,682 -14%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$119K -$132K -18,365 -52%
Wells Fargo
40
Wells Fargo
California
$117K +$16.9K +2,340 +16%
CGL
41
Clarius Group LLC
Washington
$112K -$1.51K -209 -1%
OFS
42
OneAscent Financial Services
Alabama
$106K +$16.7K +2,322 +19%
RA
43
RFG Advisory
Alabama
$91K
CBT
44
Capital Bank & Trust
California
$83K +$83.9K +11,637 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$80K +$81.7K +11,337 New
RJA
46
Raymond James & Associates
Florida
$78K +$79.1K +10,980 New
SIS
47
Susquehanna International Securities
Ireland
$71K
SSA
48
Schonfeld Strategic Advisors
New York
$71K +$72.1K +10,000 New
CFGS
49
Concourse Financial Group Securities
Alabama
$61K +$7.13K +990 +13%
TRCT
50
Tower Research Capital (TRC)
New York
$61K +$62.6K +8,679 New

PSO Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2020, worth a combined $76M — down 2.2% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSO positions and 12 closed out — a net gain of 4 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was 13D Management, adding an estimated $4.19M. The largest seller was Morgan Stanley, cutting an estimated $5.65M.

  • 81 institutional investors held Pearson (PSO) as of Q3 2020, up from 78 in Q2 2020.
  • Funds reported $76M of Pearson stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 16 funds opened new Pearson positions in Q3 2020 and 12 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q3 2020 was 13D Management, an estimated $4.19M added.
  • The largest Pearson seller in Q3 2020 was Morgan Stanley, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2020.