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Pearson
PSO

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: 122 → 128 (+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

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$11.5M
2
BlackRock
BlackRock
New York
+$3.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.48M
4
Lazard Asset Management
Lazard Asset Management
New York
+$3.18M
5
Goldman Sachs
Goldman Sachs
New York
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.36M
3
Morgan Stanley
Morgan Stanley
New York
-$1.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$993K
5
FIM
Freedom Investment Management
Connecticut
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
DHGWA
126
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.13K +125 New
Arrowstreet Capital
127
Arrowstreet Capital
Massachusetts
– -$2.36M -281,362 Closed
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
– -$504K -60,015 Closed
Barclays
129
Barclays
United Kingdom
– -$420K -50,000 Closed
Fidelity International
130
Fidelity International
Bermuda
– -$354K -42,197 Closed
AWM
131
Axxcess Wealth Management
California
– -$102K -12,118 Closed
Creative Planning
132
Creative Planning
Kansas
– -$98K -11,678 Closed
Optiver Holding
133
Optiver Holding
Netherlands
– -$92K -9,464 Closed
ACM
134
Aquatic Capital Management
Illinois
– -$32K -3,800 Closed
AP
135
Arlington Partners
Alabama
– -$5K -563 Closed
FFG
136
Ford Financial Group
California
– -$2 -313 Closed
ZIG
137
Zullo Investment Group
Pennsylvania
– -$2K -220 Closed
BBHC
138
Brown Brothers Harriman & Co
New York
– -$1 -90 Closed
MCC
139
Money Concepts Capital
Florida
– +$289 +32 New
2 3 4 5
6

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.