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Pearson
PSO

Overview Fund Activity

155 hedge funds and large institutions have $298M invested in Pearson in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
73
Reduced
31
Closed
16
Calls
–
Puts
$433K
Net Calls
-$433K
Net Calls Change
-$53K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.3M
2
Northern Trust
2
Northern Trust
Illinois
$11.4M
3
Optiver Holding
3
Optiver Holding
Netherlands
$7.99M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$2.35M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.8M
3
Invesco
3
Invesco
Georgia
$12.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.7M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$502K +$256K +15,867 +104%
TI
52
Tidal Investments
Wisconsin
$442K +$442K +27,394 New
ACA
53
Atlas Capital Advisors
Wyoming
$439K -$11.5K -711 -3%
FAM
54
Formidable Asset Management
Ohio
$422K +$422K +26,156 New
SC
55
Syon Capital
California
$413K +$33.9K +2,100 +9%
JFA
56
JNBA Financial Advisors
Minnesota
$411K -$42.5K -2,636 -9%
APF
57
Alaska Permanent Fund
Alaska
$386K – – –
First Trust Advisors
58
First Trust Advisors
Illinois
$354K +$354K +21,979 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$352K -$13.3K -823 -4%
HF
60
HRT Financial
New York
$340K -$1.63M -101,049 -83%
EI
61
Ellevest Inc
New York
$319K -$27.6K -1,711 -8%
Ameriprise
62
Ameriprise
Minnesota
$315K +$21.5K +1,335 +7%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$311K +$19.7K +1,219 +7%
ECM
64
Evergreen Capital Management
Washington
$304K +$28.6K +1,772 +10%
CC
65
Callan Capital
California
$290K +$42.5K +2,638 +17%
S
66
SignatureFD
Georgia
$275K +$1.97K +122 +0.7%
Franklin Resources
67
Franklin Resources
California
$270K +$2.85K +177 +1%
AI
68
Atria Investments
North Carolina
$270K -$9.48K -588 -3%
CHP
69
Cable Hill Partners
Oregon
$267K – – –
TC
70
TownSquare Capital
Utah
$267K +$34.9K +2,167 +15%
QCG
71
Quadrant Capital Group
Ohio
$249K +$23.4K +1,451 +10%
GWM
72
Gitterman Wealth Management
New Jersey
$248K +$20.6K +1,276 +9%
M&T Bank
73
M&T Bank
New York
$246K +$2.53K +157 +1%
FAFN
74
First Affirmative Financial Network
Colorado
$242K -$28.2K -1,747 -10%
PSP
75
Principal Street Partners
Tennessee
$240K +$1.58K +98 +0.7%
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