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Pearson
PSO

Overview Fund Activity

135 hedge funds and large institutions have $235M invested in Pearson in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
55
Reduced
30
Closed
10
Calls
$61K
Puts
$12K
Net Calls
+$49K
Net Calls Change
+$370K

Top Buyers

1
Invesco
1
Invesco
Georgia
$15.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$20.9M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$2.47M
4
Optiver Holding
4
Optiver Holding
Netherlands
$5.43M
5
Millennium Management
5
Millennium Management
New York
$2.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.3M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$649K
4
SC
4
Syon Capital
California
$321K
5
XT
5
XTX Topco
Cayman Islands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$843K +$22.9K +1,738 +3%
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$805K +$5.5K +418 +0.7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$707K +$13.8K +1,045 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$691K -$2.01K -153 -0.3%
Creative Planning
30
Creative Planning
Kansas
$690K +$81K +6,154 +13%
American Century Companies
31
American Century Companies
Missouri
$684K – – –
US Bancorp
32
US Bancorp
Minnesota
$676K -$29.6K -2,248 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$649K +$7.3K +555 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$649K -$1.46M -111,260 -69%
Charles Schwab
35
Charles Schwab
California
$644K +$125K +9,525 +24%
CSS
36
Cubist Systematic Strategies
Connecticut
$617K +$617K +46,878 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$524K +$518K +39,375 +9,604%
VA
38
Vident Advisory
Georgia
$473K +$134K +10,210 +40%
OPS
39
Orion Portfolio Solutions
Nebraska
$458K +$22K +1,671 +5%
BCI
40
Brinker Capital Investments
Pennsylvania
$458K +$22K +1,671 +5%
Cerity Partners
41
Cerity Partners
New York
$447K +$226K +17,187 +103%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$442K -$32.9K -2,498 -7%
S
43
SimplyRich
California
$414K +$32.9K +2,499 +9%
GCM
44
Genus Capital Management
British Columbia, Canada
$399K +$399K +30,300 New
ACA
45
Atlas Capital Advisors
Wyoming
$371K -$21.8K -1,657 -6%
JFA
46
JNBA Financial Advisors
Minnesota
$361K – – –
TI
47
Trexquant Investment
Connecticut
$339K +$339K +25,776 New
SSA
48
Schonfeld Strategic Advisors
New York
$336K -$226K -17,200 -40%
BP
49
Ballentine Partners
Massachusetts
$322K +$50.9K +3,871 +19%
SC
50
Syon Capital
California
$321K -$296K -22,512 -48%
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