We are live on ! Find out more
PSO icon

Pearson
PSO

122 hedge funds and large institutions have $160M invested in Pearson in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $7K | Put options by funds: $1K

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

53% more capital invested

Capital invested by funds: $104M → $160M (+$55.5M)

30% more funds holding

Funds holding: 94 → 122 (+28)

1.09% more ownership

Funds ownership: 1.43% → 2.51% (+1.1%)

Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
45
Reduced
18
Closed
16
Calls
$7K
Puts
$1K
Net Calls
+$6K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$32.2M
2
Bank of America
Bank of America
North Carolina
+$7.76M
3
PPA
Parametric Portfolio Associates
Washington
+$4.93M
4
Millennium Management
Millennium Management
New York
+$3.94M
5
Wells Fargo
Wells Fargo
California
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.44M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.35M
3
HJIM
Henry James International Management
New York
-$936K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$763K
5
CAAS
Capital Asset Advisory Services
Michigan
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
26
Crossmark Global Holdings
Texas
$630K -$243K -28,343 -27%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$504K +$515K +60,015 New
AWM
28
Altium Wealth Management
New York
$469K -$20.9K -2,429 -4%
HIMCH
29
Hartford Investment Management Co (HIMCO)
Connecticut
$466K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$466K +$358K +41,736 +302%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$426K +$436K +50,717 New
Barclays
32
Barclays
United Kingdom
$420K +$429K +50,000 New
VCA
33
Verdence Capital Advisors
Maryland
$417K +$426K +49,605 New
FCH
34
Freestone Capital Holdings
Washington
$402K +$411K +47,879 New
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$400K +$117K +13,575 +40%
JFA
36
JNBA Financial Advisors
Minnesota
$398K – – –
US Bancorp
37
US Bancorp
Minnesota
$363K +$106K +12,346 +40%
AP
38
Advisor Partners
California
$360K +$38.9K +4,527 +12%
Fidelity International
39
Fidelity International
Bermuda
$354K – – –
SSA
40
Schonfeld Strategic Advisors
New York
$349K +$357K +41,600 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$347K +$182K +21,174 +105%
SIA
42
Schechter Investment Advisors
Michigan
$248K +$254K +29,593 New
American Century Companies
43
American Century Companies
Missouri
$225K – – –
Two Sigma Investments
44
Two Sigma Investments
New York
$197K +$201K +23,410 New
AIM
45
ARK Investment Management
Florida
$196K +$201K +23,348 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$192K +$196K +22,863 New
VPIM
47
Vanguard Personalized Indexing Management
California
$185K +$79.8K +9,289 +73%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$184K +$190K +22,088 New
KA
49
Kearns & Associates
California
$176K +$180K +21,000 New
ACA
50
Atlas Capital Advisors
Wyoming
$175K -$147K -17,147 -45%
1
2
3 4 5

PSO Hedge Fund Activity: Q4 2021 in Review

122 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2021, worth a combined $160M — up 53% from $104M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PSO positions and 16 closed out — a net gain of 30 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $32.2M. The largest seller was Renaissance Technologies, cutting an estimated $1.44M.

  • 122 institutional investors held Pearson (PSO) as of Q4 2021, up from 94 in Q3 2021.
  • Funds reported $160M of Pearson stock for Q4 2021, up 53% quarter-over-quarter.
  • 46 funds opened new Pearson positions in Q4 2021 and 16 closed out, a net change of +30 holders.
  • The largest Pearson buyer in Q4 2021 was Lazard Asset Management, an estimated $32.2M added.
  • The largest Pearson seller in Q4 2021 was Renaissance Technologies, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2021.