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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

408% more call options, than puts

Call options by funds: $61K | Put options by funds: $12K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $214M → $235M (+$21.4M)

8% more funds holding

Funds holding: 125135 (+10)

0.12% more ownership

Funds ownership: 2.49%2.61% (+0.12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.94%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$843K +$21.6K +1,738 +3%
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$805K +$5.19K +418 +0.7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$707K +$13K +1,045 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$691K -$1.9K -153 -0.3%
Creative Planning
30
Creative Planning
Kansas
$690K +$76.5K +6,154 +13%
American Century Companies
31
American Century Companies
Missouri
$684K
US Bancorp
32
US Bancorp
Minnesota
$676K -$27.9K -2,248 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$649K +$6.9K +555 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$649K -$1.38M -111,260 -69%
Charles Schwab
35
Charles Schwab
California
$644K +$118K +9,525 +24%
CSS
36
Cubist Systematic Strategies
Connecticut
$617K +$582K +46,878 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$524K +$489K +39,375 +9,604%
VA
38
Vident Advisory
Georgia
$473K +$127K +10,210 +40%
BCI
39
Brinker Capital Investments
Pennsylvania
$458K +$20.8K +1,671 +5%
OPS
40
Orion Portfolio Solutions
Nebraska
$458K +$20.8K +1,671 +5%
Cerity Partners
41
Cerity Partners
New York
$447K +$214K +17,187 +103%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$442K -$31K -2,498 -7%
S
43
SimplyRich
California
$414K +$31.1K +2,499 +9%
GCM
44
Genus Capital Management
British Columbia, Canada
$399K +$376K +30,300 New
ACA
45
Atlas Capital Advisors
Wyoming
$371K -$20.6K -1,657 -6%
JFA
46
JNBA Financial Advisors
Minnesota
$361K
TI
47
Trexquant Investment
Connecticut
$339K +$320K +25,776 New
SSA
48
Schonfeld Strategic Advisors
New York
$336K -$214K -17,200 -40%
BP
49
Ballentine Partners
Massachusetts
$322K +$48.1K +3,871 +19%
SC
50
Syon Capital
California
$321K -$280K -22,512 -48%

PSO Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2024, worth a combined $235M — up 10% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $28M.

  • 135 institutional investors held Pearson (PSO) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $235M of Pearson stock for Q1 2024, up 10% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2024 was Invesco, an estimated $14.9M added.
  • The largest Pearson seller in Q1 2024 was Morgan Stanley, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2024.