We are live on ! Find out more

88 hedge funds and large institutions have $126M invested in Pearson in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $3K | Put options by funds: $1K

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $103M → $126M (+$22.1M)

0.06% more ownership

Funds ownership: 1.5%1.56% (+0.06%)

4% less funds holding

Funds holding: 9288 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
44
Reduced
18
Closed
12
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28.1M -$392K -37,723 -1%
PPA
2
Parametric Portfolio Associates
Washington
$16.4M +$1.98M +190,386 +14%
Goldman Sachs
3
Goldman Sachs
New York
$10.1M +$1.71M +164,304 +21%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$8.66M +$2.51M +241,103 +42%
BlackRock
5
BlackRock
New York
$7.75M +$7.53M +724,567 +513,877%
Northern Trust
6
Northern Trust
Illinois
$7.64M +$210K +20,215 +3%
1M
7
13D Management
New York
$6.44M -$2.12M -203,800 -25%
HJIM
8
Henry James International Management
New York
$6.24M +$2.42M +232,538 +66%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.8M +$395K +38,042 +12%
FIM
10
Freedom Investment Management
Connecticut
$3.11M +$162K +15,557 +6%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.51M -$2.38M -229,100 -49%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.27M +$153K +14,757 +7%
Ameriprise
13
Ameriprise
Minnesota
$2.24M -$311K -29,909 -12%
OMC
14
Old Mission Capital
Illinois
$2.21M +$1.5M +144,128 +230%
Optiver Holding
15
Optiver Holding
Netherlands
$1.73M +$1.68M +161,599 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.41M -$2.28M -219,788 -62%
Morgan Stanley
17
Morgan Stanley
New York
$1.15M +$41.8K +4,022 +4%
Bank of America
18
Bank of America
North Carolina
$1.08M +$679K +65,289 +181%
CAAS
19
Capital Asset Advisory Services
Michigan
$991K +$199K +19,107 +27%
CGH
20
Crossmark Global Holdings
Texas
$814K +$769 +74 +0.1%
Fidelity International
21
Fidelity International
Bermuda
$747K -$46.6K -4,485 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$659K +$36.4K +3,502 +6%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$639K +$139K +13,365 +29%
AWM
24
Altium Wealth Management
New York
$625K -$24.1K -2,316 -4%
HIMCH
25
Hartford Investment Management Co (HIMCO)
Connecticut
$593K

PSO Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2021, worth a combined $126M — up 21% from $103M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSO and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $7.53M. The largest seller was JP Morgan Chase, cutting an estimated $3.21M.

  • 88 institutional investors held Pearson (PSO) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $126M of Pearson stock for Q1 2021, up 21% quarter-over-quarter.
  • 9 funds opened new Pearson positions in Q1 2021 and 12 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q1 2021 was BlackRock, an estimated $7.53M added.
  • The largest Pearson seller in Q1 2021 was JP Morgan Chase, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2021.