We are live on ! Find out more

78 hedge funds and large institutions have $77.7M invested in Pearson in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 1.59%1.43% (-0.16%)

6% less capital invested

Capital invested by funds: $82.5M → $77.7M (-$4.82M)

6% less funds holding

Funds holding: 8378 (-5)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
29
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$46K -$179K -28,727 -82%
FC
52
FORA Capital
Florida
$45K -$23.5K -3,769 -38%
PAG
53
Private Advisor Group
New Jersey
$30K +$25.5K +4,085 New
S
54
SignatureFD
Georgia
$24K -$28.2K -4,523 -58%
GT
55
Glenmede Trust
Pennsylvania
$22K +$4.31K +691 +29%
RWB
56
RMR Wealth Builders
New Jersey
$16K +$14.1K +2,253 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$11K -$16K -2,560 -62%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$10K -$9.75K -1,561 -53%
LC
59
Lindbrook Capital
California
$9K -$9.48K -1,519 -54%
SFS
60
Sowell Financial Services
Arkansas
$8K -$12.6K -2,010 -65%
LWM
61
Lenox Wealth Management
Ohio
$6K +$5.83K +933 New
APA
62
American Portfolios Advisors
New York
$5.29K
PA
63
Parallel Advisors
California
$5K -$13.8K -2,209 -73%
FHA
64
Flagship Harbor Advisors
Massachusetts
$4K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4K +$1.69K +270 +105%
QCG
66
Quadrant Capital Group
Ohio
$3K -$104K -16,599 -97%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$3K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$3K +$2.92K +467 +2,919%
GWM
69
Geneos Wealth Management
Colorado
$2K
GAM
70
Gemmer Asset Management
California
$2K +$693 +111 +76%
GWS
71
Glassman Wealth Services
Virginia
$2K +$1.39K +222 +376%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$2K +$2.08K +334 New
HGWM
73
Harvest Group Wealth Management
Massachusetts
$2K +$2.52K +404 New
TPCW
74
TD Private Client Wealth
New York
$1.05K -$212 -34 -19%
EFSCE
75
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$3.9K -625 -79%

PSO Hedge Fund Activity: Q2 2020 in Review

78 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2020, worth a combined $77.7M — down 5.8% from $82.5M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 15 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Parametric Portfolio Associates, cutting an estimated $7.79M.

  • 78 institutional investors held Pearson (PSO) as of Q2 2020, down from 83 in Q1 2020.
  • Funds reported $77.7M of Pearson stock for Q2 2020, down 5.8% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2020 and 20 closed out, a net change of -5 holders.
  • The largest Pearson buyer in Q2 2020 was Morgan Stanley, an estimated $4.8M added.
  • The largest Pearson seller in Q2 2020 was Parametric Portfolio Associates, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2020.