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128 hedge funds and large institutions have $213M invested in Pearson in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $68K

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34% more capital invested

Capital invested by funds: $160M → $213M (+$53.6M)

5% more funds holding

Funds holding: 122128 (+6)

0.29% more ownership

Funds ownership: 2.51%2.8% (+0.29%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
24
Closed
13
Calls
$1.16M
Puts
$68K
Net Calls
+$1.09M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Atlas Capital Advisors
Wyoming
$216K +$7.38K +817 +4%
BCM
52
Bayesian Capital Management
New York
$213K +$193K +21,400 New
Osaic Holdings
53
Osaic Holdings
Arizona
$212K +$121K +13,454 +175%
EVM
54
Eaton Vance Management
Massachusetts
$211K +$20.2K +2,242 +12%
KA
55
Kearns & Associates
California
$209K
FC
56
FCA Corp
Texas
$199K
AAM
57
Advisors Asset Management
Colorado
$197K +$105K +11,574 +141%
BP
58
Ballentine Partners
Massachusetts
$195K +$29.2K +3,231 +20%
M&T Bank
59
M&T Bank
New York
$186K +$3.04K +337 +2%
AIM
60
ARK Investment Management
Florida
$181K -$47.2K -5,229 -22%
Simplex Trading
61
Simplex Trading
Illinois
$173K +$107K +11,814 +212%
HighTower Advisors
62
HighTower Advisors
Illinois
$158K +$51K +5,649 +54%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$155K +$39.1K +4,327 +38%
CQS
64
Credential Qtrade Securities
$153K +$8.34K +924 +6%
OWM
65
OneAscent Wealth Management
Alabama
$151K -$650 -72 -0.5%
MG
66
Mather Group
Illinois
$147K +$133K +14,764 New
ECM
67
Evergreen Capital Management
Washington
$144K -$12.7K -1,404 -9%
CGL
68
Clarius Group LLC
Washington
$134K
GT
69
Greenleaf Trust
Michigan
$133K -$46.7K -5,176 -28%
JWM
70
Janiczek Wealth Management
Colorado
$132K +$86K +9,519 +253%
FTDI
71
First Trust Direct Indexing
Massachusetts
$130K +$117K +12,991 New
ZB
72
Zions Bancorporation
Utah
$127K +$37.2K +4,120 +48%
OFS
73
OneAscent Financial Services
Alabama
$126K +$2.56K +283 +2%
RA
74
RFG Advisory
Alabama
$124K
CCP
75
Corient Capital Partners
California
$124K +$6.47K +717 +6%

PSO Hedge Fund Activity: Q1 2022 in Review

128 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2022, worth a combined $213M — up 34% from $160M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 61 added to existing stakes and 24 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $11.5M. The largest seller was Millennium Management, cutting an estimated $3.15M.

  • 128 institutional investors held Pearson (PSO) as of Q1 2022, up from 122 in Q4 2021.
  • Funds reported $213M of Pearson stock for Q1 2022, up 34% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q1 2022 and 13 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q1 2022 was Marshall Wace, an estimated $11.5M added.
  • The largest Pearson seller in Q1 2022 was Millennium Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2022.