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135 hedge funds and large institutions have $235M invested in Pearson in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $61K | Put options by funds: $12K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $214M → $235M (+$21.4M)

8% more funds holding

Funds holding: 125135 (+10)

0.12% more ownership

Funds ownership: 2.49%2.61% (+0.12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
55
Reduced
30
Closed
10
Calls
$61K
Puts
$12K
Net Calls
+$49K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$186K +$176K +14,149 New
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$185K +$23.2K +1,866 +15%
PSP
78
Principal Street Partners
Tennessee
$184K
UCFA
79
United Capital Financial Advisors
Texas
$182K -$16.8K -1,351 -9%
SFA
80
Sequoia Financial Advisors
Ohio
$182K +$6.17K +497 +4%
MG
81
Mather Group
Illinois
$181K
CA
82
Crane Advisory
California
$174K
LSAG
83
Lake Street Advisors Group
New Hampshire
$172K +$3.84K +309 +2%
TRCT
84
Tower Research Capital (TRC)
New York
$159K +$121K +9,709 +408%
YCM
85
Yousif Capital Management
Michigan
$154K
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$135K +$27.1K +2,180 +27%
Osaic Holdings
87
Osaic Holdings
Arizona
$116K -$111K -8,896 -50%
Wells Fargo
88
Wells Fargo
California
$110K -$23.5K -1,890 -18%
PA
89
Parallel Advisors
California
$101K +$28.5K +2,292 +42%
AA
90
Addison Advisors
Vermont
$93.7K +$273 +22 +0.3%
AAM
91
Advisors Asset Management
Colorado
$89.7K -$65.1K -5,237 -43%
HNB
92
Hilltop National Bank
Wyoming
$73.5K +$69.4K +5,585 New
Citigroup
93
Citigroup
New York
$72.7K +$7.33K +590 +12%
Lazard Asset Management
94
Lazard Asset Management
New York
$53K -$17.2K -1,382 -25%
JP Morgan Chase
95
JP Morgan Chase
New York
$50.8K -$38.2K -3,077 -44%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$50K +$19.7K +1,588 +72%
LC
97
Lindbrook Capital
California
$49.1K
WT
98
Whittier Trust
California
$38.9K
CFGS
99
Concourse Financial Group Securities
Alabama
$29.9K
EWA
100
EverSource Wealth Advisors
Alabama
$29.5K +$14.1K +1,138 +89%

PSO Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2024, worth a combined $235M — up 10% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $28M.

  • 135 institutional investors held Pearson (PSO) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $235M of Pearson stock for Q1 2024, up 10% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2024 was Invesco, an estimated $14.9M added.
  • The largest Pearson seller in Q1 2024 was Morgan Stanley, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2024.