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81 hedge funds and large institutions have $76M invested in Pearson in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 7881 (+3)

0.01% less ownership

Funds ownership: 1.43%1.42% (-0.01%)

2% less capital invested

Capital invested by funds: $77.7M → $76M (-$1.68M)

89% less call options, than puts

Call options by funds: $29K | Put options by funds: $259K

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
19
Closed
12
Calls
$29K
Puts
$259K
Net Calls
-$230K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.9M +$248K +34,472 +1%
PPA
2
Parametric Portfolio Associates
Washington
$7.57M -$55.2K -7,660 -0.7%
1M
3
13D Management
New York
$6.75M +$4.19M +580,850 +158%
Goldman Sachs
4
Goldman Sachs
New York
$5.85M +$1.56M +216,706 +36%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.78M -$1.22M -169,400 -20%
Northern Trust
6
Northern Trust
Illinois
$4.45M -$325K -45,131 -7%
AG
7
Aperio Group
California
$4.12M +$633K +87,896 +18%
Citadel Advisors
8
Citadel Advisors
Florida
$3.5M -$575K -79,716 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.48M +$1.1M +152,113 +77%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.15M +$195K +27,120 +10%
HJIM
11
Henry James International Management
New York
$1.79M -$48.8K -6,767 -3%
Ameriprise
12
Ameriprise
Minnesota
$1.53M +$7.45K +1,033 +0.5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$1.3M +$1.31M +182,287 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.16M +$56.5K +7,838 +5%
FIM
15
Freedom Investment Management
Connecticut
$1.02M -$57.2K -7,931 -5%
CIM
16
Cowen Investment Management
New York
$711K
SFI
17
Susquehanna Fundamental Investments
Pennsylvania
$644K
Morgan Stanley
18
Morgan Stanley
New York
$629K -$5.65M -784,388 -90%
Fidelity International
19
Fidelity International
Bermuda
$545K +$269K +37,391 +95%
CGH
20
Crossmark Global Holdings
Texas
$527K -$35K -4,853 -6%
AWM
21
Altium Wealth Management
New York
$502K +$55.2K +7,654 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$415K +$2.13K +295 +0.5%
HIMCH
23
Hartford Investment Management Co (HIMCO)
Connecticut
$395K +$400K +55,500 New
CAAS
24
Capital Asset Advisory Services
Michigan
$360K +$8.83K +1,225 +2%
ACA
25
Atlas Capital Advisors
Wyoming
$296K +$300K +41,604 New

PSO Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2020, worth a combined $76M — down 2.2% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSO positions and 12 closed out — a net gain of 4 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was 13D Management, adding an estimated $4.19M. The largest seller was Morgan Stanley, cutting an estimated $5.65M.

  • 81 institutional investors held Pearson (PSO) as of Q3 2020, up from 78 in Q2 2020.
  • Funds reported $76M of Pearson stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 16 funds opened new Pearson positions in Q3 2020 and 12 closed out, a net change of +4 holders.
  • The largest Pearson buyer in Q3 2020 was 13D Management, an estimated $4.19M added.
  • The largest Pearson seller in Q3 2020 was Morgan Stanley, an estimated $5.65M sold.

Based on aggregated 13F filings for Q3 2020.