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Pearson
PSO

Overview Fund Activity

122 hedge funds and large institutions have $160M invested in Pearson in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+28
Holders Change %
+29.79%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
45
Reduced
18
Closed
16
Calls
$7K
Puts
$1K
Net Calls
+$6K
Net Calls Change
-$51K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$31.5M
2
Bank of America
2
Bank of America
North Carolina
$8.55M
3
PPA
3
Parametric Portfolio Associates
Washington
$18.1M
4
Millennium Management
4
Millennium Management
New York
$4.61M
5
Wells Fargo
5
Wells Fargo
California
$3.06M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.24M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
HJIM
3
Henry James International Management
New York
$4.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$814K
5
CAAS
5
Capital Asset Advisory Services
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$5K +$5K +654 New
CFA
102
Carroll Financial Associates
North Carolina
$5K +$5K +708 New
FGAM
103
Financial Gravity Asset Management
Texas
$4.5K -$8.56K -502 -66%
FPS
104
Fieldpoint Private Securities
Connecticut
$4K +$270 +30 +7%
WT
105
Washington Trust
Rhode Island
$4K +$4K +419 New
EWA
106
EverSource Wealth Advisors
Alabama
$4K +$4K +459 New
KFP
107
KB Financial Partners
New Jersey
$3K +$3K +344 New
GAM
108
Gemmer Asset Management
California
$2K – – –
GWM
109
Geneos Wealth Management
Colorado
$2K – – –
BIA
110
Bell Investment Advisors
California
$2K +$1.37K +189 +217%
ZIG
111
Zullo Investment Group
Pennsylvania
$2K +$2K +220 New
CFGS
112
Concourse Financial Group Securities
Alabama
$1K -$74.5K -8,342 -99%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$1K -$1.1K -145 -52%
EW
114
Evoke Wealth
California
$1K – – –
IA
115
IFP Advisors
Florida
$1K – – –
SSC
116
Syverson Strege & Co
Iowa
$1K – – –
LWP
117
Laurel Wealth Planning
Minnesota
$1K – – –
JWA
118
JFS Wealth Advisors
Pennsylvania
$1K +$1K +154 New
FFG
119
Ford Financial Group
California
$2 +$2 +313 New
BBHC
120
Brown Brothers Harriman & Co
New York
$1 – – –
Marshall Wace
121
Marshall Wace
United Kingdom
– -$1.35M -139,939 Closed
CAAS
122
Capital Asset Advisory Services
Michigan
– -$729K -75,390 Closed
TPM
123
Triasima Portfolio Management
Quebec, Canada
– -$184K -19,000 Closed
ECM
124
ExodusPoint Capital Management
New York
– -$127K -13,100 Closed
DS
125
DRW Securities
Illinois
– -$112K -11,607 Closed
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