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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
Group One Trading
101
Group One Trading
Illinois
$13K +$11.4K +1,265 New
PFS
102
Prospera Financial Services
Texas
$12K +$11K +1,216 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$11K +$10.2K +1,130 New
WTA
104
Washington Trust Advisors
Massachusetts
$10K
GWS
105
Glassman Wealth Services
Virginia
$10K +$424 +47 +5%
GRP
106
Global Retirement Partners
California
$9K +$8.43K +934 New
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$8K
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$7.08K +$6.41K +710 New
SWM
109
Spire Wealth Management
Virginia
$7K
HNB
110
Huntington National Bank
Ohio
$7K +$6.29K +697 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$6K -$3.04K -337 -36%
EWA
112
EverSource Wealth Advisors
Alabama
$5K
UB
113
UMB Bank
Missouri
$5K
GWM
114
Geneos Wealth Management
Colorado
$5K +$1.46K +162 +47%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$5K +$3.95K +437 +331%
WT
116
Washington Trust
Rhode Island
$4K -$316 -35 -8%
FPS
117
Fieldpoint Private Securities
Connecticut
$4K
KFP
118
KB Financial Partners
New Jersey
$3K -$641 -71 -21%
FGAM
119
Financial Gravity Asset Management
Texas
$2.41K -$217 -24 -9%
GAM
120
Gemmer Asset Management
California
$2K
JWA
121
JFS Wealth Advisors
Pennsylvania
$2K +$36 +4 +3%
EW
122
Evoke Wealth
California
$1K
LWP
123
Laurel Wealth Planning
Minnesota
$1K
SSC
124
Syverson Strege & Co
Iowa
$1K
FHA
125
First Horizon Advisors
Tennessee
$1K +$515 +57 New

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.