We are live on ! Find out more
PSO icon

Pearson
PSO

78 hedge funds and large institutions have $77.7M invested in Pearson in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 1.59% → 1.43% (-0.16%)

6% less capital invested

Capital invested by funds: $82.5M → $77.7M (-$4.82M)

6% less funds holding

Funds holding: 83 → 78 (-5)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
29
Closed
20
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
+$253K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.8M
2
1M
13D Management
New York
+$2.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.36M
5
Deutsche Bank
Deutsche Bank
Germany
+$674K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$7.79M
2
Goldman Sachs
Goldman Sachs
New York
-$2.38M
3
AG
Aperio Group
California
-$2.28M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$987K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
76
Evoke Wealth
California
$1K +$443 +71 +65%
Two Sigma Investments
77
Two Sigma Investments
New York
– -$859K -124,705 Closed
BIM
78
Bogle Investment Management
Massachusetts
– -$531K -77,000 Closed
SG Americas Securities
79
SG Americas Securities
New York
– -$452K -65,597 Closed
AIM
80
Aigen Investment Management
New York
– -$398K -57,768 Closed
DWM
81
Dakota Wealth Management
Florida
– -$389K -56,392 Closed
PP
82
Paloma Partners
Connecticut
– -$109K -15,776 Closed
SSA
83
Schonfeld Strategic Advisors
New York
– -$84K -12,200 Closed
HF
84
HRT Financial
New York
– -$82K -11,969 Closed
Two Sigma Advisers
85
Two Sigma Advisers
New York
– -$72K -10,400 Closed
EVM
86
Eaton Vance Management
Massachusetts
– -$71K -10,256 Closed
Bank of New York Mellon
87
Bank of New York Mellon
New York
– -$69K -10,058 Closed
FGAM
88
Financial Gravity Asset Management
Texas
– -$28.5K -4,154 Closed
CAW
89
Cornerstone Advisors (Washington)
Washington
– -$12K -1,760 Closed
ZB
90
Zions Bancorporation
Utah
– -$10K -1,396 Closed
ASN
91
Advisory Services Network
Georgia
– -$8K -1,115 Closed
WT
92
Whittier Trust
California
– -$1K -117 Closed
CCA
93
Column Capital Advisors
Indiana
– -$1K -107 Closed
KPW
94
Kore Private Wealth
New York
– -$1K -97 Closed
OSAM
95
O'Shaughnessy Asset Management
Connecticut
– +$231 +37 New
BCA
96
Berman Capital Advisors
Georgia
– +$393 +63 +66%
1 2 3
4

PSO Hedge Fund Activity: Q2 2020 in Review

78 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2020, worth a combined $77.7M — down 5.8% from $82.5M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 15 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Parametric Portfolio Associates, cutting an estimated $7.79M.

  • 78 institutional investors held Pearson (PSO) as of Q2 2020, down from 83 in Q1 2020.
  • Funds reported $77.7M of Pearson stock for Q2 2020, down 5.8% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2020 and 20 closed out, a net change of -5 holders.
  • The largest Pearson buyer in Q2 2020 was Morgan Stanley, an estimated $4.8M added.
  • The largest Pearson seller in Q2 2020 was Parametric Portfolio Associates, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2020.