Pearson
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.
600% more call options, than puts
Call options by funds: $7K | Put options by funds: $1K
188% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 16
150% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 18
53% more capital invested
Capital invested by funds: $104M → $160M (+$55.5M)
30% more funds holding
Funds holding: 94 → 122 (+28)
1.09% more ownership
Funds ownership: 1.43% → 2.51% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$32.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.76M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.93M |
| 4 |
Millennium Management
New York
|
+$3.94M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.44M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$1.35M |
| 3 |
HJIM
Henry James International Management
New York
|
-$936K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$763K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$729K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BMCM
126
Burns Matteson Capital Management
Corning,
New York
| – | -$107K | -11,075 | Closed |
|
|
TRCT
127
Tower Research Capital (TRC)
New York
| – | -$103K | -10,727 | Closed |
|
|
QT
128
Quantbot Technologies
New York
| – | -$46K | -4,800 | Closed |
|
|
HI
129
Harbour Investments
Madison,
Wisconsin
| – | -$40K | -4,185 | Closed |
|
|
AWA
130
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$30K | -3,192 | Closed |
|
131
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$23K | -2,404 | Closed |
|
132
Koshinski Asset Management
Decatur,
Illinois
| – | -$10.6K | -1,101 | Closed |
|
|
APA
133
American Portfolios Advisors
Holbrook,
New York
| – | -$4.89K | -506 | Closed |
|
|
OSAM
134
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2K | -217 | Closed |
|
|
FHA
135
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -110 | Closed |
|
|
BCM
136
Bourgeon Capital Management
Darien,
Connecticut
| – | +$43 | +5 | New |
|
|
SCA
137
Snowden Capital Advisors
New York
| – | +$361 | +42 | New |
|
PSO Hedge Fund Activity: Q4 2021 in Review
122 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2021, worth a combined $160M — up 53% from $104M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new PSO positions and 16 closed out — a net gain of 30 holders — while 45 added to existing stakes and 18 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $32.2M. The largest seller was Renaissance Technologies, cutting an estimated $1.44M.
- 122 institutional investors held Pearson (PSO) as of Q4 2021, up from 94 in Q3 2021.
- Funds reported $160M of Pearson stock for Q4 2021, up 53% quarter-over-quarter.
- 46 funds opened new Pearson positions in Q4 2021 and 16 closed out, a net change of +30 holders.
- The largest Pearson buyer in Q4 2021 was Lazard Asset Management, an estimated $32.2M added.
- The largest Pearson seller in Q4 2021 was Renaissance Technologies, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2021.