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Pearson
PSO

Overview Fund Activity

155 hedge funds and large institutions have $298M invested in Pearson in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
73
Reduced
31
Closed
16
Calls
–
Puts
$433K
Net Calls
-$433K
Net Calls Change
-$53K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.3M
2
Northern Trust
2
Northern Trust
Illinois
$11.4M
3
Optiver Holding
3
Optiver Holding
Netherlands
$7.99M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$2.35M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.8M
3
Invesco
3
Invesco
Georgia
$12.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.7M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$238K – – –
GWWM
77
Great Waters Wealth Management
Minnesota
$234K – – –
Raymond James Financial
78
Raymond James Financial
Florida
$225K +$225K +13,948 New
SFA
79
Sequoia Financial Advisors
Ohio
$225K +$15.2K +941 +7%
SI
80
Seeds Investor
New York
$225K +$27K +1,677 +14%
UCFA
81
United Capital Financial Advisors
Texas
$219K -$5.58K -346 -2%
CA
82
Crane Advisory
California
$219K – – –
Osaic Holdings
83
Osaic Holdings
Arizona
$213K +$49.5K +3,068 +30%
FIM
84
Freedom Investment Management
Connecticut
$207K -$31.2K -1,936 -13%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$201K +$709 +44 +0.4%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$192K +$192K +11,929 New
Truist Financial
87
Truist Financial
North Carolina
$191K +$26.2K +1,625 +16%
GT
88
Glenmede Trust
Pennsylvania
$187K +$9.8K +608 +6%
SC
89
Savant Capital
Illinois
$181K +$181K +11,230 New
CL
90
Choreo LLC
Illinois
$179K -$9.5K -591 -5%
CCM
91
Coldstream Capital Management
Washington
$176K +$176K +10,929 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$175K +$1.24K +77 +0.7%
YCM
93
Yousif Capital Management
Michigan
$174K – – –
CG
94
Caprock Group
Idaho
$168K -$5.92K -367 -3%
PA
95
Parallel Advisors
California
$153K +$7.21K +447 +5%
Citigroup
96
Citigroup
New York
$152K +$3.39K +210 +2%
TRCT
97
Tower Research Capital (TRC)
New York
$146K +$131K +8,118 +850%
GI
98
GAMMA Investing
California
$143K +$62.9K +3,901 +79%
Wells Fargo
99
Wells Fargo
California
$136K +$42.5K +2,637 +46%
GM
100
GeoWealth Management
Illinois
$134K +$134K +8,300 New
2 3
4
5 6