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81 hedge funds and large institutions have $76M invested in Pearson in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 7881 (+3)

0.01% less ownership

Funds ownership: 1.43%1.42% (-0.01%)

2% less capital invested

Capital invested by funds: $77.7M → $76M (-$1.68M)

89% less call options, than puts

Call options by funds: $29K | Put options by funds: $259K

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
19
Closed
12
Calls
$29K
Puts
$259K
Net Calls
-$230K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$52K +$8.55K +1,187 +19%
CH
52
Canton Hathaway
Rhode Island
$48K +$49K +6,800 New
GT
53
Glenmede Trust
Pennsylvania
$24K +$2.44K +338 +11%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$23K +$12.9K +1,784 +128%
S
55
SignatureFD
Georgia
$18K -$6.06K -841 -25%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$17K +$5.17K +717 +45%
PA
57
Parallel Advisors
California
$12K +$6.55K +909 +112%
LC
58
Lindbrook Capital
California
$11K +$1.23K +171 +13%
QCG
59
Quadrant Capital Group
Ohio
$10K +$7.09K +984 +220%
SFS
60
Sowell Financial Services
Arkansas
$8K
ASN
61
Advisory Services Network
Georgia
$8K +$8.09K +1,122 New
APA
62
American Portfolios Advisors
New York
$5.2K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$5K +$2K +277 +57%
BCA
64
Berman Capital Advisors
Georgia
$5K +$4.39K +609 +383%
FHA
65
Flagship Harbor Advisors
Massachusetts
$4K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4K
GWS
67
Glassman Wealth Services
Virginia
$4K +$2.29K +317 +113%
ZB
68
Zions Bancorporation
Utah
$4K +$3.78K +524 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$3K
HGWM
70
Harvest Group Wealth Management
Massachusetts
$3K
GAM
71
Gemmer Asset Management
California
$2K
GWM
72
Geneos Wealth Management
Colorado
$2K +$353 +49 +14%
Group One Trading
73
Group One Trading
Illinois
$2K +$2.16K +300 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$1K -$1.37K -190 -57%
EW
75
Evoke Wealth
California
$1K -$541 -75 -41%

PSO Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2020, worth a combined $76M — down 2.2% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSO positions and 12 closed out — a net gain of 4 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was 13D Management, adding an estimated $4.19M. The largest seller was Morgan Stanley, cutting an estimated $5.65M.

  • 81 institutional investors held Pearson (PSO) as of Q3 2020, up from 78 in Q2 2020.
  • Funds reported $76M of Pearson stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 16 funds opened new Pearson positions in Q3 2020 and 12 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q3 2020 was 13D Management, an estimated $4.19M added.
  • The largest Pearson seller in Q3 2020 was Morgan Stanley, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2020.