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128 hedge funds and large institutions have $213M invested in Pearson in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $68K

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34% more capital invested

Capital invested by funds: $160M → $213M (+$53.6M)

5% more funds holding

Funds holding: 122128 (+6)

0.29% more ownership

Funds ownership: 2.51%2.8% (+0.29%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
24
Closed
13
Calls
$1.16M
Puts
$68K
Net Calls
+$1.09M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$121K
YCM
77
Yousif Capital Management
Michigan
$117K
JP Morgan Chase
78
JP Morgan Chase
New York
$116K +$10.4K +1,153 +11%
WA
79
Wealth Architects
California
$115K +$104K +11,572 New
S
80
SignatureFD
Georgia
$111K +$45.1K +4,989 +82%
NRI
81
NFP Retirement Inc
California
$110K
HIA
82
Harbor Investment Advisory
Maryland
$95K +$29.4K +3,258 +52%
QCG
83
Quadrant Capital Group
Ohio
$84K +$27.4K +3,033 +56%
Citigroup
84
Citigroup
New York
$71K -$90 -10 -0.1%
UBS Group
85
UBS Group
Switzerland
$57K -$18.9K -2,090 -27%
CFGS
86
Concourse Financial Group Securities
Alabama
$50K +$43.8K +4,851 +4,331%
QT
87
Quantbot Technologies
New York
$45K +$41.5K +4,600 New
PI
88
PEAK6 Investments
Illinois
$44K +$39.5K +4,377 New
PA
89
Parallel Advisors
California
$42K -$3.5K -388 -8%
LC
90
Lindbrook Capital
California
$41K +$15.5K +1,715 +72%
TPCW
91
TD Private Client Wealth
New York
$35.6K
IA
92
IFP Advisors
Florida
$34K +$12.4K +1,371 +2,211%
AA
93
Addison Advisors
Vermont
$32K +$28.8K +3,187 New
PCG
94
Private Capital Group
Connecticut
$26K -$343 -38 -1%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$19K +$8.7K +963 +103%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$17K +$4.5K +498 +44%
EI
97
Ellevest Inc
New York
$16K +$6.38K +707 +79%
Bessemer Group
98
Bessemer Group
New Jersey
$15K -$12.7K -1,408 -49%
GIA
99
GHP Investment Advisors
Colorado
$14K +$13.1K +1,449 New
CCA
100
Column Capital Advisors
Indiana
$13K

PSO Hedge Fund Activity: Q1 2022 in Review

128 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2022, worth a combined $213M — up 34% from $160M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 61 added to existing stakes and 24 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $11.5M. The largest seller was Millennium Management, cutting an estimated $3.15M.

  • 128 institutional investors held Pearson (PSO) as of Q1 2022, up from 122 in Q4 2021.
  • Funds reported $213M of Pearson stock for Q1 2022, up 34% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q1 2022 and 13 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q1 2022 was Marshall Wace, an estimated $11.5M added.
  • The largest Pearson seller in Q1 2022 was Millennium Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2022.