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89 hedge funds and large institutions have $136M invested in Pearson in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $126M → $136M (+$10.3M)

1% more funds holding

Funds holding: 8889 (+1)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0.01% less ownership

Funds ownership: 1.56%1.55% (-0.01%)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
28
Closed
11
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28.9M -$1.65M -141,303 -5%
PPA
2
Parametric Portfolio Associates
Washington
$19M +$1.22M +104,575 +7%
Goldman Sachs
3
Goldman Sachs
New York
$12.2M +$1.32M +113,409 +12%
CGH
4
Crossmark Global Holdings
Texas
$11.1M +$10.2M +877,974 +1,153%
BlackRock
5
BlackRock
New York
$10.5M +$2.07M +177,263 +24%
HJIM
6
Henry James International Management
New York
$7.48M +$704K +60,383 +10%
Northern Trust
7
Northern Trust
Illinois
$7.08M -$1.22M -104,782 -15%
1M
8
13D Management
New York
$6.91M -$81.7K -7,000 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.25M +$128K +10,938 +3%
FIM
10
Freedom Investment Management
Connecticut
$3.05M -$327K -28,045 -10%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.96M -$6.47M -555,082 -69%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.85M +$132K +11,300 +5%
Ameriprise
13
Ameriprise
Minnesota
$2.08M -$354K -30,365 -15%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.04M -$425K -36,423 -17%
Morgan Stanley
15
Morgan Stanley
New York
$1.37M +$126K +10,770 +10%
Bank of America
16
Bank of America
North Carolina
$1.26M +$82K +7,034 +7%
Stifel Financial
17
Stifel Financial
Missouri
$912K +$916K +78,491 New
CAAS
18
Capital Asset Advisory Services
Michigan
$835K -$223K -19,118 -21%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$805K +$111K +9,536 +16%
Fidelity International
20
Fidelity International
Bermuda
$746K -$65.1K -5,577 -8%
AWM
21
Altium Wealth Management
New York
$678K
HIMCH
22
Hartford Investment Management Co (HIMCO)
Connecticut
$644K
JFA
23
JNBA Financial Advisors
Minnesota
$551K +$58.2K +4,988 +12%
AP
24
Advisor Partners
California
$498K +$922 +79 +0.2%
Osaic Holdings
25
Osaic Holdings
Arizona
$474K -$244K -20,945 -34%

PSO Hedge Fund Activity: Q2 2021 in Review

89 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2021, worth a combined $136M — up 8.2% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PSO positions and 11 closed out — a net gain of 2 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Crossmark Global Holdings, adding an estimated $10.2M. The largest seller was Arrowstreet Capital, cutting an estimated $6.47M.

  • 89 institutional investors held Pearson (PSO) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $136M of Pearson stock for Q2 2021, up 8.2% quarter-over-quarter.
  • 13 funds opened new Pearson positions in Q2 2021 and 11 closed out, a net change of +2 holders.
  • The largest Pearson buyer in Q2 2021 was Crossmark Global Holdings, an estimated $10.2M added.
  • The largest Pearson seller in Q2 2021 was Arrowstreet Capital, an estimated $6.47M sold.

Based on aggregated 13F filings for Q2 2021.