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128 hedge funds and large institutions have $213M invested in Pearson in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $68K

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34% more capital invested

Capital invested by funds: $160M → $213M (+$53.6M)

5% more funds holding

Funds holding: 122128 (+6)

0.29% more ownership

Funds ownership: 2.51%2.8% (+0.29%)

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
61
Reduced
24
Closed
13
Calls
$1.16M
Puts
$68K
Net Calls
+$1.09M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$40.9M +$3.18M +352,469 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.5M -$98.6K -10,917 -0.4%
PPA
3
Parametric Portfolio Associates
Washington
$23M +$1.36M +151,015 +7%
BlackRock
4
BlackRock
New York
$16.5M +$3.59M +397,676 +32%
Goldman Sachs
5
Goldman Sachs
New York
$15M +$2.06M +228,566 +18%
Marshall Wace
6
Marshall Wace
United Kingdom
$12.7M +$11.5M +1,272,508 New
Bank of America
7
Bank of America
North Carolina
$11M +$762K +84,354 +8%
1M
8
13D Management
New York
$7.58M -$607K -67,175 -8%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$7.07M +$3.48M +385,264 +119%
HJIM
10
Henry James International Management
New York
$4.81M -$477K -52,858 -10%
Northern Trust
11
Northern Trust
Illinois
$4.12M +$257K +28,450 +7%
Wells Fargo
12
Wells Fargo
California
$4.08M +$411K +45,516 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.79M -$250K -27,643 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$2.64M -$993K -109,985 -29%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.34M -$287K -31,744 -12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.12M +$1.05M +115,801 +119%
Millennium Management
17
Millennium Management
New York
$2M -$3.15M -348,642 -63%
AWA
18
Aaron Wealth Advisors
Illinois
$1.81M +$163K +18,095 New
Ameriprise
19
Ameriprise
Minnesota
$1.68M +$23.5K +2,605 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.59M +$480K +53,126 +50%
RFC
21
Regions Financial Corp
Alabama
$1.57M +$58.2K +6,443 +4%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.56M +$134K +14,804 +10%
Morgan Stanley
23
Morgan Stanley
New York
$1.37M -$1.69M -186,873 -58%
CSS
24
Cubist Systematic Strategies
Connecticut
$950K -$53.2K -5,894 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$921K +$91.4K +10,126 +12%

PSO Hedge Fund Activity: Q1 2022 in Review

128 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2022, worth a combined $213M — up 34% from $160M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 13 closed out — a net gain of 8 holders — while 61 added to existing stakes and 24 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $11.5M. The largest seller was Millennium Management, cutting an estimated $3.15M.

  • 128 institutional investors held Pearson (PSO) as of Q1 2022, up from 122 in Q4 2021.
  • Funds reported $213M of Pearson stock for Q1 2022, up 34% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q1 2022 and 13 closed out, a net change of +8 holders.
  • The largest Pearson buyer in Q1 2022 was Marshall Wace, an estimated $11.5M added.
  • The largest Pearson seller in Q1 2022 was Millennium Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2022.