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Pearson
PSO

88 hedge funds and large institutions have $126M invested in Pearson in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $3K | Put options by funds: $1K

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $103M → $126M (+$22.1M)

0.06% more ownership

Funds ownership: 1.5% → 1.56% (+0.06%)

4% less funds holding

Funds holding: 92 → 88 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
44
Reduced
18
Closed
12
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$97K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.53M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.51M
3
HJIM
Henry James International Management
New York
+$2.42M
4
PPA
Parametric Portfolio Associates
Washington
+$1.98M
5
Goldman Sachs
Goldman Sachs
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.21M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.38M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.28M
4
1M
13D Management
New York
-$2.12M
5
CIM
Cowen Investment Management
New York
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$554K +$538K +51,800 New
SFI
27
Susquehanna Fundamental Investments
Pennsylvania
$498K -$307K -29,533 -39%
Comerica Bank
28
Comerica Bank
Texas
$472K +$16.8K +1,617 +4%
AP
29
Advisor Partners
California
$458K +$14.2K +1,364 +3%
JFA
30
JNBA Financial Advisors
Minnesota
$454K +$441K +42,445 New
GWM
31
Geneos Wealth Management
Colorado
$374K +$17.3K +1,668 +5%
ACA
32
Atlas Capital Advisors
Wyoming
$357K +$5.71K +549 +2%
US Bancorp
33
US Bancorp
Minnesota
$342K +$3.95K +380 +1%
ECM
34
ExodusPoint Capital Management
New York
$336K +$326K +31,400 New
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$281K +$1.26K +121 +0.5%
Citigroup
36
Citigroup
New York
$271K +$12K +1,156 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$258K +$88.4K +8,503 +54%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$236K +$49.8K +4,789 +28%
State Street
39
State Street
Massachusetts
$221K +$213K +20,530 New
FC
40
FCA Corp
Texas
$215K – – –
TPM
41
Triasima Portfolio Management
Quebec, Canada
$203K – – –
OWM
42
OneAscent Wealth Management
Alabama
$173K -$14.4K -1,384 -8%
UBS Group
43
UBS Group
Switzerland
$166K +$103K +9,949 +176%
CGL
44
Clarius Group LLC
Washington
$159K -$31 -3 -0%
Wells Fargo
45
Wells Fargo
California
$156K -$17.8K -1,714 -11%
JP Morgan Chase
46
JP Morgan Chase
New York
$153K -$3.21M -309,004 -96%
CBT
47
Capital Bank & Trust
California
$153K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$143K +$1.48K +142 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$138K +$9.4K +904 +8%
RA
50
RFG Advisory
Alabama
$137K +$447 +43 +0.3%
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PSO Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2021, worth a combined $126M — up 21% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSO and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $7.53M. The largest seller was JP Morgan Chase, cutting an estimated $3.21M.

  • 88 institutional investors held Pearson (PSO) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $126M of Pearson stock for Q1 2021, up 21% quarter-over-quarter.
  • 9 funds opened new Pearson positions in Q1 2021 and 12 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q1 2021 was BlackRock, an estimated $7.53M added.
  • The largest Pearson seller in Q1 2021 was JP Morgan Chase, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2021.