We are live on ! Find out more

78 hedge funds and large institutions have $77.7M invested in Pearson in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 1.59%1.43% (-0.16%)

6% less capital invested

Capital invested by funds: $82.5M → $77.7M (-$4.82M)

6% less funds holding

Funds holding: 8378 (-5)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
29
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.9M +$450K +72,069 +3%
PPA
2
Parametric Portfolio Associates
Washington
$7.75M -$7.79M -1,247,062 -54%
Morgan Stanley
3
Morgan Stanley
New York
$6.31M +$4.8M +768,246 +734%
Renaissance Technologies
4
Renaissance Technologies
New York
$6.09M +$1.36M +218,200 +35%
Northern Trust
5
Northern Trust
Illinois
$4.86M -$806K -129,167 -16%
Goldman Sachs
6
Goldman Sachs
New York
$4.38M -$2.38M -381,664 -39%
Citadel Advisors
7
Citadel Advisors
Florida
$4.13M +$1.56M +249,537 +77%
AG
8
Aperio Group
California
$3.56M -$2.28M -364,374 -43%
1M
9
13D Management
New York
$2.66M +$2.3M +368,506 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.99M +$269K +43,154 +19%
HJIM
11
Henry James International Management
New York
$1.87M +$2.54K +407 +0.2%
Ameriprise
12
Ameriprise
Minnesota
$1.55M -$380K -60,938 -22%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.42M +$358K +57,292 +41%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.12M +$256K +40,971 +36%
FIM
15
Freedom Investment Management
Connecticut
$1.1M -$89.8K -14,382 -9%
Millennium Management
16
Millennium Management
New York
$935K -$501K -80,241 -38%
Deutsche Bank
17
Deutsche Bank
Germany
$781K +$674K +108,006 New
CIM
18
Cowen Investment Management
New York
$723K
Marshall Wace
19
Marshall Wace
United Kingdom
$702K -$1.03M -165,052 -63%
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$655K
CGH
21
Crossmark Global Holdings
Texas
$571K +$10.9K +1,753 +2%
AWM
22
Altium Wealth Management
New York
$456K +$125K +20,039 +47%
US Bancorp
23
US Bancorp
Minnesota
$427K -$263K -42,123 -42%
Osaic Holdings
24
Osaic Holdings
Arizona
$419K +$140K +22,364 +63%
CAAS
25
Capital Asset Advisory Services
Michigan
$402K +$5.3K +849 +2%

PSO Hedge Fund Activity: Q2 2020 in Review

78 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2020, worth a combined $77.7M — down 5.8% from $82.5M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PSO and 15 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Parametric Portfolio Associates, cutting an estimated $7.79M.

  • 78 institutional investors held Pearson (PSO) as of Q2 2020, down from 83 in Q1 2020.
  • Funds reported $77.7M of Pearson stock for Q2 2020, down 5.8% quarter-over-quarter.
  • 15 funds opened new Pearson positions in Q2 2020 and 20 closed out, a net change of -5 holders.
  • The largest Pearson buyer in Q2 2020 was Morgan Stanley, an estimated $4.8M added.
  • The largest Pearson seller in Q2 2020 was Parametric Portfolio Associates, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2020.