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94 hedge funds and large institutions have $104M invested in Pearson in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 8994 (+5)

0.12% less ownership

Funds ownership: 1.55%1.43% (-0.12%)

23% less capital invested

Capital invested by funds: $136M → $104M (-$31.6M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
35
Closed
8
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -171 Closed
KIG
102
Kowal Investment Group
Wisconsin
+$119 +11 New

PSO Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2021, worth a combined $104M — down 23% from $136M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSO positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.05M. The largest seller was Crossmark Global Holdings, cutting an estimated $9.23M.

  • 94 institutional investors held Pearson (PSO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $104M of Pearson stock for Q3 2021, down 23% quarter-over-quarter.
  • 14 funds opened new Pearson positions in Q3 2021 and 8 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q3 2021 was Renaissance Technologies, an estimated $2.05M added.
  • The largest Pearson seller in Q3 2021 was Crossmark Global Holdings, an estimated $9.23M sold.

Based on aggregated 13F filings for Q3 2021.