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89 hedge funds and large institutions have $136M invested in Pearson in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $126M → $136M (+$10.3M)

1% more funds holding

Funds holding: 8889 (+1)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0.01% less ownership

Funds ownership: 1.56%1.55% (-0.01%)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
28
Closed
11
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$103K -$44.2K -3,792 -30%
HI
52
Harbour Investments
Wisconsin
$59K -$5.39K -462 -8%
AWA
53
Arkadios Wealth Advisors
Georgia
$48K +$41.7K +3,576 +591%
JWM
54
Janiczek Wealth Management
Colorado
$46K +$12.9K +1,109 +38%
TRCT
55
Tower Research Capital (TRC)
New York
$45K +$39.6K +3,399 +760%
QCG
56
Quadrant Capital Group
Ohio
$35K +$3.84K +329 +12%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$34K -$245K -21,023 -87%
S
58
SignatureFD
Georgia
$34K +$8.82K +756 +35%
PCG
59
Private Capital Group
Connecticut
$23K -$2.94K -252 -11%
PA
60
Parallel Advisors
California
$23K +$5.79K +496 +34%
AF
61
Advisornet Financial
Minnesota
$22K +$22.3K +1,914 New
Bessemer Group
62
Bessemer Group
New Jersey
$20K +$4.67K +400 +31%
LC
63
Lindbrook Capital
California
$16K +$408 +35 +3%
FGAM
64
Financial Gravity Asset Management
Texas
$12K -$2.04K -175 -16%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$9K
BCA
66
Berman Capital Advisors
Georgia
$8K
GWS
67
Glassman Wealth Services
Virginia
$8K +$490 +42 +7%
EI
68
Ellevest Inc
New York
$7K +$583 +50 +10%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$6K -$350 -30 -5%
ZB
70
Zions Bancorporation
Utah
$6K
APA
71
American Portfolios Advisors
New York
$5.88K
Simplex Trading
72
Simplex Trading
Illinois
$5K -$4.78K -410 -45%
FPS
73
Fieldpoint Private Securities
Connecticut
$5K
GWM
74
Geneos Wealth Management
Colorado
$4K -$376K -32,216 -99%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$3K -$233 -20 -6%

PSO Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2021, worth a combined $136M — up 8.2% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PSO positions and 11 closed out — a net gain of 2 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Crossmark Global Holdings, adding an estimated $10.2M. The largest seller was Arrowstreet Capital, cutting an estimated $6.47M.

  • 89 institutional investors held Pearson (PSO) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $136M of Pearson stock for Q2 2021, up 8.2% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q2 2021 and 11 closed out, a net change of +2 holders.
  • The largest Pearson buyer in Q2 2021 was Crossmark Global Holdings, an estimated $10.2M added.
  • The largest Pearson seller in Q2 2021 was Arrowstreet Capital, an estimated $6.47M sold.

Based on aggregated 13F filings for Q2 2021.