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94 hedge funds and large institutions have $104M invested in Pearson in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 8994 (+5)

0.12% less ownership

Funds ownership: 1.55%1.43% (-0.12%)

23% less capital invested

Capital invested by funds: $136M → $104M (-$31.6M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
35
Closed
8
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$408K -$239K -22,073 -34%
Osaic Holdings
27
Osaic Holdings
Arizona
$382K -$14.4K -1,329 -3%
AP
28
Advisor Partners
California
$370K -$50.2K -4,627 -11%
ACA
29
Atlas Capital Advisors
Wyoming
$367K +$45.8K +4,226 +13%
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$329K +$30.3K +2,794 +9%
US Bancorp
31
US Bancorp
Minnesota
$297K -$29.6K -2,731 -8%
American Century Companies
32
American Century Companies
Missouri
$259K +$42.3K +3,900 +17%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$214K +$241K +22,176 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$196K -$32.5K -3,001 -13%
TPM
35
Triasima Portfolio Management
Quebec, Canada
$184K
FC
36
FCA Corp
Texas
$163K
CGL
37
Clarius Group LLC
Washington
$143K -$108 -10 -0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$133K -$1.48K -136 -1%
ECM
39
ExodusPoint Capital Management
New York
$127K -$47.7K -4,400 -25%
Wells Fargo
40
Wells Fargo
California
$126K -$9.54K -880 -6%
RA
41
RFG Advisory
Alabama
$124K
VPIM
42
Vanguard Personalized Indexing Management
California
$123K +$138K +12,757 New
JP Morgan Chase
43
JP Morgan Chase
New York
$115K -$25.9K -2,388 -17%
DS
44
DRW Securities
Illinois
$112K +$126K +11,607 New
Comerica Bank
45
Comerica Bank
Texas
$109K -$321K -29,588 -70%
BMCM
46
Burns Matteson Capital Management
New York
$107K +$3.24K +299 +3%
BP
47
Ballentine Partners
Massachusetts
$107K -$19K -1,751 -14%
HighTower Advisors
48
HighTower Advisors
Illinois
$105K +$118K +10,911 New
TRCT
49
Tower Research Capital (TRC)
New York
$103K +$74.6K +6,881 +179%
Creative Planning
50
Creative Planning
Kansas
$102K +$114K +10,526 New

PSO Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2021, worth a combined $104M — down 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSO positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.05M. The largest seller was Crossmark Global Holdings, cutting an estimated $9.23M.

  • 94 institutional investors held Pearson (PSO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $104M of Pearson stock for Q3 2021, down 23% quarter-over-quarter.
  • 14 funds opened new Pearson positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q3 2021 was Renaissance Technologies, an estimated $2.05M added.
  • The largest Pearson seller in Q3 2021 was Crossmark Global Holdings, an estimated $9.23M sold.

Based on aggregated 13F filings for Q3 2021.