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94 hedge funds and large institutions have $104M invested in Pearson in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 8994 (+5)

0.12% less ownership

Funds ownership: 1.55%1.43% (-0.12%)

23% less capital invested

Capital invested by funds: $136M → $104M (-$31.6M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
35
Closed
8
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$101K +$1.3K +120 +1%
Optiver Holding
52
Optiver Holding
Netherlands
$92K +$103K +9,464 New
CFGS
53
Concourse Financial Group Securities
Alabama
$82K -$4.61K -425 -5%
UBS Group
54
UBS Group
Switzerland
$68K -$26.9K -2,476 -26%
QT
55
Quantbot Technologies
New York
$46K +$52.1K +4,800 New
JWM
56
Janiczek Wealth Management
Colorado
$42K +$3.57K +329 +8%
HI
57
Harbour Investments
Wisconsin
$40K -$9.48K -874 -17%
Citigroup
58
Citigroup
New York
$36K -$257K -23,704 -87%
S
59
SignatureFD
Georgia
$33K +$5.47K +504 +17%
AWA
60
Arkadios Wealth Advisors
Georgia
$30K -$10.7K -989 -24%
QCG
61
Quadrant Capital Group
Ohio
$27K -$1.84K -170 -6%
PA
62
Parallel Advisors
California
$23K +$4.63K +427 +22%
Deutsche Bank
63
Deutsche Bank
Germany
$23K +$26.1K +2,404 New
PCG
64
Private Capital Group
Connecticut
$20K +$423 +39 +2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$19K -$12.1K -1,118 -36%
LC
66
Lindbrook Capital
California
$19K +$6.63K +611 +45%
Bessemer Group
67
Bessemer Group
New Jersey
$18K +$1.12K +103 +6%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$10.6K +$11.9K +1,101 New
FGAM
69
Financial Gravity Asset Management
Texas
$10K -$1.44K -133 -15%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$8K +$640 +59 +8%
BCA
71
Berman Capital Advisors
Georgia
$7K
GWS
72
Glassman Wealth Services
Virginia
$6K +$54 +5 +0.8%
EI
73
Ellevest Inc
New York
$5K -$1.06K -98 -17%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$5K
Simplex Trading
75
Simplex Trading
Illinois
$5K

PSO Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2021, worth a combined $104M — down 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSO positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.05M. The largest seller was Crossmark Global Holdings, cutting an estimated $9.23M.

  • 94 institutional investors held Pearson (PSO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $104M of Pearson stock for Q3 2021, down 23% quarter-over-quarter.
  • 14 funds opened new Pearson positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q3 2021 was Renaissance Technologies, an estimated $2.05M added.
  • The largest Pearson seller in Q3 2021 was Crossmark Global Holdings, an estimated $9.23M sold.

Based on aggregated 13F filings for Q3 2021.