We are live on ! Find out more
PSO icon

Pearson
PSO

81 hedge funds and large institutions have $76M invested in Pearson in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 78 → 81 (+3)

0.01% less ownership

Funds ownership: 1.43% → 1.42% (-0.01%)

2% less capital invested

Capital invested by funds: $77.7M → $76M (-$1.68M)

89% less call options, than puts

Call options by funds: $29K | Put options by funds: $259K

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
19
Closed
12
Calls
$29K
Puts
$259K
Net Calls
-$230K
Net Calls Change
-$480K

Top Buyers

Rank Fund Capital Flow
1
1M
13D Management
New York
+$4.19M
2
Goldman Sachs
Goldman Sachs
New York
+$1.56M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.31M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.1M
5
AG
Aperio Group
California
+$633K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.65M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.22M
3
Millennium Management
Millennium Management
New York
-$935K
4
Deutsche Bank
Deutsche Bank
Germany
-$781K
5
Marshall Wace
Marshall Wace
United Kingdom
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
76
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
EI
77
Ellevest Inc
New York
$1K +$562 +78 New
CCA
78
Column Capital Advisors
Indiana
$1K +$641 +89 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$1K +$1.22K +169 New
TPCW
80
TD Private Client Wealth
New York
$668 -$368 -51 -35%
Millennium Management
81
Millennium Management
New York
– -$935K -129,373 Closed
Deutsche Bank
82
Deutsche Bank
Germany
– -$781K -108,006 Closed
Marshall Wace
83
Marshall Wace
United Kingdom
– -$702K -97,067 Closed
DS
84
DRW Securities
Illinois
– -$167K -23,031 Closed
MWNA
85
Marshall Wace North America
New York
– -$160K -22,071 Closed
State Street
86
State Street
Massachusetts
– -$97K -13,363 Closed
SCM
87
Stevens Capital Management
Pennsylvania
– -$94K -12,934 Closed
LAM
88
Lapides Asset Management
Connecticut
– -$82K -11,400 Closed
CSS
89
Cubist Systematic Strategies
Connecticut
– -$76K -10,500 Closed
FC
90
FORA Capital
Florida
– -$45K -6,277 Closed
PAG
91
Private Advisor Group
New Jersey
– -$30K -4,085 Closed
RWB
92
RMR Wealth Builders
New Jersey
– -$16K -2,253 Closed
1 2 3
4

PSO Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2020, worth a combined $76M — down 2.2% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSO positions and 12 closed out — a net gain of 4 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was 13D Management, adding an estimated $4.19M. The largest seller was Morgan Stanley, cutting an estimated $5.65M.

  • 81 institutional investors held Pearson (PSO) as of Q3 2020, up from 78 in Q2 2020.
  • Funds reported $76M of Pearson stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 16 funds opened new Pearson positions in Q3 2020 and 12 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q3 2020 was 13D Management, an estimated $4.19M added.
  • The largest Pearson seller in Q3 2020 was Morgan Stanley, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2020.