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92 hedge funds and large institutions have $103M invested in Pearson in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $76M → $103M (+$27.5M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

14% more funds holding

Funds holding: 8192 (+11)

0.08% more ownership

Funds ownership: 1.42%1.5% (+0.08%)

66% less call options, than puts

Call options by funds: $48K | Put options by funds: $143K

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
25
Closed
10
Calls
$48K
Puts
$143K
Net Calls
-$95K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
76
Simplex Trading
Illinois
$3K -$156K -19,419 -98%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$3K
GWM
78
Geneos Wealth Management
Colorado
$3K +$244K +30,499 +7,721%
GAM
79
Gemmer Asset Management
California
$2K
EI
80
Ellevest Inc
New York
$2K +$1.2K +150 +192%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$1K -$296 -37 -22%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1K
CCA
83
Column Capital Advisors
Indiana
$1K
EW
84
Evoke Wealth
California
$1K
SSC
85
Syverson Strege & Co
Iowa
$1K +$489 +61 New
IAIM
86
International Assets Investment Management
Florida
$1K +$825 +103 New
BlackRock
87
BlackRock
New York
$1K +$1.13K +141 New
CCA
88
Childress Capital Advisors
Texas
$1K +$1.22K +152 New
TPCW
89
TD Private Client Wealth
New York
$789 -$64 -8 -9%
First Trust Advisors
90
First Trust Advisors
Illinois
-$122K -17,151 Closed
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
-$119K -16,750 Closed
OFS
92
OneAscent Financial Services
Alabama
-$106K -14,849 Closed
RJA
93
Raymond James & Associates
Florida
-$78K -10,980 Closed
SSA
94
Schonfeld Strategic Advisors
New York
-$71K -10,000 Closed
CH
95
Canton Hathaway
Rhode Island
-$48K -6,800 Closed
GT
96
Glenmede Trust
Pennsylvania
-$24K -3,408 Closed
ASN
97
Advisory Services Network
Georgia
-$8.99K -1,122 Closed
FHA
98
Flagship Harbor Advisors
Massachusetts
-$4K -638 Closed
EFSCE
99
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -165 Closed
AF
100
Allworth Financial
California
+$80 +10 New

PSO Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2020, worth a combined $103M — up 36% from $76M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 10 closed out — a net gain of 11 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $3.09M. The largest seller was Renaissance Technologies, cutting an estimated $1.67M.

  • 92 institutional investors held Pearson (PSO) as of Q4 2020, up from 81 in Q3 2020.
  • Funds reported $103M of Pearson stock for Q4 2020, up 36% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q4 2020 was Arrowstreet Capital, an estimated $3.09M added.
  • The largest Pearson seller in Q4 2020 was Renaissance Technologies, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2020.