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92 hedge funds and large institutions have $103M invested in Pearson in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $76M → $103M (+$27.5M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

14% more funds holding

Funds holding: 8192 (+11)

0.08% more ownership

Funds ownership: 1.42%1.5% (+0.08%)

66% less call options, than puts

Call options by funds: $48K | Put options by funds: $143K

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
25
Closed
10
Calls
$48K
Puts
$143K
Net Calls
-$95K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$52K -$120K -15,020 -73%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$37K +$13.8K +1,720 +75%
QCG
53
Quadrant Capital Group
Ohio
$23K +$8.58K +1,071 +75%
PCG
54
Private Capital Group
Connecticut
$21K +$17.9K +2,240 New
RWB
55
RMR Wealth Builders
New Jersey
$21K +$18K +2,253 New
JWM
56
Janiczek Wealth Management
Colorado
$20K +$17.2K +2,149 New
S
57
SignatureFD
Georgia
$19K -$3.78K -472 -19%
VCG
58
Vantage Consulting Group
Virginia
$15K +$13.2K +1,649 New
PA
59
Parallel Advisors
California
$13K -$2.82K -352 -20%
LC
60
Lindbrook Capital
California
$12K -$1.37K -171 -12%
SFS
61
Sowell Financial Services
Arkansas
$10K
FGAM
62
Financial Gravity Asset Management
Texas
$10K +$8.84K +1,104 New
TRCT
63
Tower Research Capital (TRC)
New York
$9K -$62.3K -7,774 -90%
FTDI
64
First Trust Direct Indexing
Massachusetts
$8K +$6.88K +859 New
Deutsche Bank
65
Deutsche Bank
Germany
$8K +$7.21K +900 New
BCA
66
Berman Capital Advisors
Georgia
$7K
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$7K
Group One Trading
68
Group One Trading
Illinois
$7K +$4K +500 +167%
GWS
69
Glassman Wealth Services
Virginia
$5K -$64 -8 -1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5K
ZB
71
Zions Bancorporation
Utah
$5K +$376 +47 +9%
APA
72
American Portfolios Advisors
New York
$4.64K -$1.8K -225 -31%
HGWM
73
Harvest Group Wealth Management
Massachusetts
$4K
FPS
74
Fieldpoint Private Securities
Connecticut
$4K +$3.32K +415 New
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$4K +$3.48K +434 New

PSO Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2020, worth a combined $103M — up 36% from $76M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 10 closed out — a net gain of 11 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $3.09M. The largest seller was Renaissance Technologies, cutting an estimated $1.67M.

  • 92 institutional investors held Pearson (PSO) as of Q4 2020, up from 81 in Q3 2020.
  • Funds reported $103M of Pearson stock for Q4 2020, up 36% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q4 2020 was Arrowstreet Capital, an estimated $3.09M added.
  • The largest Pearson seller in Q4 2020 was Renaissance Technologies, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2020.