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75 hedge funds and large institutions have $81.8M invested in Pearson in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 1.32%1.24% (-0.08%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 7775 (-2)

13% less capital invested

Capital invested by funds: $93.6M → $81.8M (-$11.8M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $130K

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
31
Closed
14
Calls
Puts
$130K
Net Calls
-$130K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$37K +$14.8K +1,718 +65%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$27K +$25.1K +2,915 +1,026%
TRCT
53
Tower Research Capital (TRC)
New York
$25K +$21.7K +2,526 +570%
GT
54
Glenmede Trust
Pennsylvania
$20K +$5.08K +591 +33%
RWB
55
RMR Wealth Builders
New Jersey
$19K +$19.4K +2,253 New
PA
56
Parallel Advisors
California
$13K +$2.08K +242 +19%
LC
57
Lindbrook Capital
California
$12K -$6.78K -788 -36%
ACA
58
Atlas Capital Advisors
Wyoming
$11K
PB
59
Pinnacle Bancorp
Nebraska
$10K -$3.57K -415 -25%
FGAM
60
Financial Gravity Asset Management
Texas
$8K -$34.3K -3,989 -37%
HWM
61
Howard Wealth Management
Connecticut
$8K +$8.49K +987 New
APA
62
American Portfolios Advisors
New York
$6.44K -$3.52K -409 -35%
S
63
SignatureFD
Georgia
$6K -$8.74K -1,016 -59%
FHA
64
Flagship Harbor Advisors
Massachusetts
$5K
ZB
65
Zions Bancorporation
Utah
$4K -$3.35K -390 -47%
SFS
66
Sowell Financial Services
Arkansas
$4K
EFSCE
67
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$645 -75 -17%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
69
Geneos Wealth Management
Colorado
$2K
Deutsche Bank
70
Deutsche Bank
Germany
$1K +$636 +74 +116%
MAM
71
Meeder Asset Management
Ohio
$1K +$1.4K +163 New
OPS
72
Orion Portfolio Solutions
Nebraska
$1K +$1.4K +163 New
AF
73
Advisornet Financial
Minnesota
-$231K -25,506 Closed
OSAM
74
O'Shaughnessy Asset Management
Connecticut
-$125K -13,826 Closed
Creative Planning
75
Creative Planning
Kansas
-$109K -12,006 Closed

PSO Hedge Fund Activity: Q4 2019 in Review

75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2019, worth a combined $81.8M — down 13% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 20 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.68M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.46M.

  • 75 institutional investors held Pearson (PSO) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $81.8M of Pearson stock for Q4 2019, down 13% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q4 2019 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q4 2019 was JP Morgan Chase, an estimated $3.68M added.
  • The largest Pearson seller in Q4 2019 was Parametric Portfolio Associates, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2019.