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Pearson
PSO

135 hedge funds and large institutions have $235M invested in Pearson in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $61K | Put options by funds: $12K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $214M → $235M (+$21.4M)

8% more funds holding

Funds holding: 125 → 135 (+10)

0.12% more ownership

Funds ownership: 2.49% → 2.61% (+0.12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
55
Reduced
30
Closed
10
Calls
$61K
Puts
$12K
Net Calls
+$49K
Net Calls Change
+$370K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$14.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.34M
4
Optiver Holding
Optiver Holding
Netherlands
+$2.29M
5
Millennium Management
Millennium Management
New York
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$28M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.38M
4
SC
Syon Capital
California
-$280K
5
XT
XTX Topco
Cayman Islands
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
126
Newbridge Financial Services Group
Florida
$1.36K – – –
TPCW
127
TD Private Client Wealth
New York
$1.13K – – –
HI
128
Harbour Investments
Wisconsin
$1.04K – – –
CPG
129
Cornerstone Planning Group
New Jersey
$894 +$895 +72 New
LFG
130
Larson Financial Group
Missouri
$816 – – –
PS
131
Principal Securities
Iowa
$526 +$224 +18 +82%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$473 +$447 +36 New
TWD
133
True Wealth Design
Ohio
$435 +$174 +14 +74%
AWM
134
Abound Wealth Management
Tennessee
$422 – – –
HNB
135
Huntington National Bank
Ohio
$13 – – –
XT
136
XTX Topco
Cayman Islands
– -$256K -20,835 Closed
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
– -$205K -16,701 Closed
NRI
138
NFP Retirement Inc
California
– -$143K -11,597 Closed
GT
139
Glenmede Trust
Pennsylvania
– -$131K -10,680 Closed
NWMG
140
National Wealth Management Group
Ohio
– -$126K -10,228 Closed
GWS
141
Glassman Wealth Services
Virginia
– -$18.1K -1,471 Closed
AF
142
Advisornet Financial
Minnesota
– -$16.1K -1,309 Closed
ACM
143
Aquatic Capital Management
Illinois
– -$15K -1,200 Closed
BWM
144
BKM Wealth Management
Wisconsin
– -$4.51K -367 Closed
BCM
145
Bourgeon Capital Management
Connecticut
– -$418 -34 Closed
2 3 4 5
6

PSO Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2024, worth a combined $235M — up 10% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $28M.

  • 135 institutional investors held Pearson (PSO) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $235M of Pearson stock for Q1 2024, up 10% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2024 was Invesco, an estimated $14.9M added.
  • The largest Pearson seller in Q1 2024 was Morgan Stanley, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2024.