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135 hedge funds and large institutions have $235M invested in Pearson in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $61K | Put options by funds: $12K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $214M → $235M (+$21.4M)

8% more funds holding

Funds holding: 125135 (+10)

0.12% more ownership

Funds ownership: 2.49%2.61% (+0.12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
55
Reduced
30
Closed
10
Calls
$61K
Puts
$12K
Net Calls
+$49K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
APF
51
Alaska Permanent Fund
Alaska
$312K +$295K +23,729 New
BCM
52
Barometer Capital Management
Ontario, Canada
$312K +$198K +15,911 +164%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$303K
FTDI
54
First Trust Direct Indexing
Massachusetts
$298K -$21.1K -1,698 -7%
Jane Street
55
Jane Street
New York
$273K +$258K +20,724 New
Franklin Resources
56
Franklin Resources
California
$270K -$21.1K -1,698 -8%
CAM
57
Cresset Asset Management
Illinois
$260K +$68.8K +5,538 +40%
Ameriprise
58
Ameriprise
Minnesota
$255K -$26.6K -2,139 -10%
QCM
59
QRG Capital Management
Illinois
$247K +$7.6K +612 +3%
ECM
60
Evergreen Capital Management
Washington
$233K +$9.36K +753 +5%
OMC
61
Old Mission Capital
Illinois
$232K +$219K +17,649 New
Connor, Clark & Lunn Investment Management (CC&L)
62
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$230K +$44.9K +3,616 +26%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$227K +$214K +17,250 New
JWM
64
Janiczek Wealth Management
Colorado
$222K +$40.6K +3,265 +24%
EI
65
Ellevest Inc
New York
$222K +$7.04K +567 +3%
SAG
66
SageView Advisory Group
California
$215K +$39.8K +3,206 New
QCG
67
Quadrant Capital Group
Ohio
$212K +$32.2K +2,588 +19%
FAFN
68
First Affirmative Financial Network
Colorado
$211K -$5.94K -478 -3%
FC
69
FCA Corp
Texas
$211K
FIM
70
Freedom Investment Management
Connecticut
$208K -$20.2K -1,625 -9%
Squarepoint
71
Squarepoint
New York
$208K +$197K +15,825 New
S
72
SignatureFD
Georgia
$204K +$12.3K +993 +7%
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$203K +$191K +15,400 New
GWWM
74
Great Waters Wealth Management
Minnesota
$191K
SQA
75
Simon Quick Advisors
New Jersey
$188K +$286 +23 +0.2%

PSO Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2024, worth a combined $235M — up 10% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $28M.

  • 135 institutional investors held Pearson (PSO) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $235M of Pearson stock for Q1 2024, up 10% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2024 was Invesco, an estimated $14.9M added.
  • The largest Pearson seller in Q1 2024 was Morgan Stanley, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2024.