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75 hedge funds and large institutions have $81.8M invested in Pearson in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 1.32%1.24% (-0.08%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 7775 (-2)

13% less capital invested

Capital invested by funds: $93.6M → $81.8M (-$11.8M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $130K

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
31
Closed
14
Calls
Puts
$130K
Net Calls
-$130K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.3M +$1.17M +136,384 +6%
PPA
2
Parametric Portfolio Associates
Washington
$7.6M -$4.46M -518,374 -36%
Northern Trust
3
Northern Trust
Illinois
$5.5M -$995K -115,737 -15%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.48M +$3.68M +428,445 +194%
HA
5
Heartland Advisors
Wisconsin
$5.32M -$1.9M -220,936 -26%
Jane Street
6
Jane Street
New York
$5M +$797K +92,646 +19%
AG
7
Aperio Group
California
$3.57M -$879K -102,241 -19%
Goldman Sachs
8
Goldman Sachs
New York
$3.25M -$990K -115,134 -23%
US Bancorp
9
US Bancorp
Minnesota
$2.35M -$1.47M -170,982 -38%
HJIM
10
Henry James International Management
New York
$2.18M -$613K -71,334 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.03M -$1.18M -137,300 -36%
OMC
12
Old Mission Capital
Illinois
$2M +$506K +58,807 +33%
Ameriprise
13
Ameriprise
Minnesota
$1.95M +$53.4K +6,215 +3%
Millennium Management
14
Millennium Management
New York
$1.43M -$344K -39,983 -19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.4M +$191K +22,235 +15%
FIM
16
Freedom Investment Management
Connecticut
$1.19M -$28.7K -3,332 -2%
DS
17
DRW Securities
Illinois
$1.03M
Morgan Stanley
18
Morgan Stanley
New York
$976K -$286K -33,276 -22%
Bank of America
19
Bank of America
North Carolina
$889K +$448K +52,045 +97%
CIM
20
Cowen Investment Management
New York
$843K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$786K -$694K -80,671 -46%
CGH
22
Crossmark Global Holdings
Texas
$621K -$2.6K -303 -0.4%
CS
23
Credit Suisse
Switzerland
$590K +$86K +10,000 +17%
ECM
24
ExodusPoint Capital Management
New York
$452K +$461K +53,611 New
SG Americas Securities
25
SG Americas Securities
New York
$431K -$171K -19,841 -28%

PSO Hedge Fund Activity: Q4 2019 in Review

75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2019, worth a combined $81.8M — down 13% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PSO and 13 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 20 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.68M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.46M.

  • 75 institutional investors held Pearson (PSO) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $81.8M of Pearson stock for Q4 2019, down 13% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q4 2019 and 14 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q4 2019 was JP Morgan Chase, an estimated $3.68M added.
  • The largest Pearson seller in Q4 2019 was Parametric Portfolio Associates, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2019.