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88 hedge funds and large institutions have $126M invested in Pearson in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $3K | Put options by funds: $1K

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $103M → $126M (+$22.1M)

0.06% more ownership

Funds ownership: 1.5%1.56% (+0.06%)

4% less funds holding

Funds holding: 9288 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
44
Reduced
18
Closed
12
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
51
Vanguard Personalized Indexing Management
California
$134K -$48.5K -4,662 -27%
EVM
52
Eaton Vance Management
Massachusetts
$123K -$301 -29 -0.3%
SIS
53
Susquehanna International Securities
Ireland
$107K
HI
54
Harbour Investments
Wisconsin
$59K +$57.4K +5,521 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$49K +$4.63K +445 +11%
JWM
56
Janiczek Wealth Management
Colorado
$31K +$7.75K +746 +35%
QCG
57
Quadrant Capital Group
Ohio
$29K +$1.72K +165 +7%
RWB
58
RMR Wealth Builders
New Jersey
$29K +$4.68K +450 +20%
PCG
59
Private Capital Group
Connecticut
$25K +$229 +22 +1%
S
60
SignatureFD
Georgia
$23K +$1.8K +173 +9%
PA
61
Parallel Advisors
California
$15K +$769 +74 +5%
LC
62
Lindbrook Capital
California
$14K
Bessemer Group
63
Bessemer Group
New Jersey
$14K +$13.4K +1,289 New
SFS
64
Sowell Financial Services
Arkansas
$12K -$364 -35 -3%
FGAM
65
Financial Gravity Asset Management
Texas
$11.5K -$312 -30 -3%
Simplex Trading
66
Simplex Trading
Illinois
$9K +$6.09K +586 +175%
BCA
67
Berman Capital Advisors
Georgia
$8K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$8K
GWS
69
Glassman Wealth Services
Virginia
$7K +$197 +19 +3%
ZB
70
Zions Bancorporation
Utah
$6K -$260 -25 -4%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$6K +$312 +30 +6%
AWA
72
Arkadios Wealth Advisors
Georgia
$6K +$5.24K +504 +499%
APA
73
American Portfolios Advisors
New York
$5.41K
TRCT
74
Tower Research Capital (TRC)
New York
$5K -$4.76K -458 -51%
EI
75
Ellevest Inc
New York
$5K +$2.97K +286 +125%

PSO Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2021, worth a combined $126M — up 21% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSO and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $7.53M. The largest seller was JP Morgan Chase, cutting an estimated $3.21M.

  • 88 institutional investors held Pearson (PSO) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $126M of Pearson stock for Q1 2021, up 21% quarter-over-quarter.
  • 9 funds opened new Pearson positions in Q1 2021 and 12 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q1 2021 was BlackRock, an estimated $7.53M added.
  • The largest Pearson seller in Q1 2021 was JP Morgan Chase, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2021.