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92 hedge funds and large institutions have $103M invested in Pearson in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

36% more capital invested

Capital invested by funds: $76M → $103M (+$27.5M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

14% more funds holding

Funds holding: 8192 (+11)

0.08% more ownership

Funds ownership: 1.42%1.5% (+0.08%)

66% less call options, than puts

Call options by funds: $48K | Put options by funds: $143K

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
31
Reduced
25
Closed
10
Calls
$48K
Puts
$143K
Net Calls
-$95K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.5M +$91.2K +11,381 +0.4%
PPA
2
Parametric Portfolio Associates
Washington
$12.3M +$2.24M +279,881 +26%
1M
3
13D Management
New York
$7.4M -$1.15M -143,400 -15%
Goldman Sachs
4
Goldman Sachs
New York
$7.12M -$377K -47,059 -6%
Northern Trust
5
Northern Trust
Illinois
$6.38M +$544K +67,913 +11%
AG
6
Aperio Group
California
$5.68M +$312K +38,902 +7%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$5.22M +$3.09M +386,317 +212%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.26M -$1.67M -208,800 -31%
Citadel Advisors
9
Citadel Advisors
Florida
$3.23M -$1.12M -140,427 -29%
HJIM
10
Henry James International Management
New York
$3.23M +$801K +100,044 +40%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.97M -$202K -25,254 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.91M +$124K +15,443 +5%
FIM
13
Freedom Investment Management
Connecticut
$2.53M +$1.05M +131,398 +91%
Ameriprise
14
Ameriprise
Minnesota
$2.19M +$195K +24,314 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.81M +$276K +34,503 +21%
Morgan Stanley
16
Morgan Stanley
New York
$948K +$118K +14,774 +17%
SFI
17
Susquehanna Fundamental Investments
Pennsylvania
$699K -$116K -14,500 -16%
CGH
18
Crossmark Global Holdings
Texas
$698K +$15.3K +1,913 +3%
Fidelity International
19
Fidelity International
Bermuda
$682K -$19K -2,368 -3%
CAAS
20
Capital Asset Advisory Services
Michigan
$661K +$170K +21,276 +42%
OMC
21
Old Mission Capital
Illinois
$576K +$503K +62,775 New
AWM
22
Altium Wealth Management
New York
$558K -$79.5K -9,923 -14%
Osaic Holdings
23
Osaic Holdings
Arizona
$534K -$561 -70 -0.1%
HIMCH
24
Hartford Investment Management Co (HIMCO)
Connecticut
$509K
CIM
25
Cowen Investment Management
New York
$491K -$373K -46,528 -47%

PSO Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2020, worth a combined $103M — up 36% from $76M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 10 closed out — a net gain of 11 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $3.09M. The largest seller was Renaissance Technologies, cutting an estimated $1.67M.

  • 92 institutional investors held Pearson (PSO) as of Q4 2020, up from 81 in Q3 2020.
  • Funds reported $103M of Pearson stock for Q4 2020, up 36% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q4 2020 was Arrowstreet Capital, an estimated $3.09M added.
  • The largest Pearson seller in Q4 2020 was Renaissance Technologies, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2020.