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Pearson
PSO

88 hedge funds and large institutions have $126M invested in Pearson in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $3K | Put options by funds: $1K

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $103M → $126M (+$22.1M)

0.06% more ownership

Funds ownership: 1.5% → 1.56% (+0.06%)

4% less funds holding

Funds holding: 92 → 88 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
44
Reduced
18
Closed
12
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$97K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.53M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.51M
3
HJIM
Henry James International Management
New York
+$2.42M
4
PPA
Parametric Portfolio Associates
Washington
+$1.98M
5
Goldman Sachs
Goldman Sachs
New York
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$3.21M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.38M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.28M
4
1M
13D Management
New York
-$2.12M
5
CIM
Cowen Investment Management
New York
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
76
Fieldpoint Private Securities
Connecticut
$4K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
GAM
78
Gemmer Asset Management
California
$3K – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$3K +$1.77K +170 +118%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$3K +$2.27K +218 +589%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$2K +$655 +63 +48%
MWP
82
Meridian Wealth Partners
Pennsylvania
$2K +$1.95K +188 New
FHA
83
First Horizon Advisors
Tennessee
$2K +$2.61K +251 New
CCA
84
Column Capital Advisors
Indiana
$1K – – –
EW
85
Evoke Wealth
California
$1K – – –
IAIM
86
International Assets Investment Management
Florida
$1K – – –
SSC
87
Syverson Strege & Co
Iowa
$1K – – –
TPCW
88
TD Private Client Wealth
New York
$919 – – –
CIM
89
Cowen Investment Management
New York
– -$491K -53,472 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$221K -24,033 Closed
SCM
91
Stevens Capital Management
Pennsylvania
– -$173K -18,899 Closed
HF
92
HRT Financial
New York
– -$100K -11,000 Closed
VCG
93
Vantage Consulting Group
Virginia
– -$15K -1,649 Closed
Deutsche Bank
94
Deutsche Bank
Germany
– -$8K -900 Closed
FTDI
95
First Trust Direct Indexing
Massachusetts
– -$8K -859 Closed
Group One Trading
96
Group One Trading
Illinois
– -$7K -800 Closed
PWPS
97
Pinnacle Wealth Planning Services
Ohio
– -$4K -434 Closed
HGWM
98
Harvest Group Wealth Management
Massachusetts
– -$4K -404 Closed
CCA
99
Childress Capital Advisors
Texas
– -$1K -152 Closed
1 2 3
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PSO Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2021, worth a combined $126M — up 21% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSO and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $7.53M. The largest seller was JP Morgan Chase, cutting an estimated $3.21M.

  • 88 institutional investors held Pearson (PSO) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $126M of Pearson stock for Q1 2021, up 21% quarter-over-quarter.
  • 9 funds opened new Pearson positions in Q1 2021 and 12 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q1 2021 was BlackRock, an estimated $7.53M added.
  • The largest Pearson seller in Q1 2021 was JP Morgan Chase, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2021.