We are live on ! Find out more

135 hedge funds and large institutions have $235M invested in Pearson in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $61K | Put options by funds: $12K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $214M → $235M (+$21.4M)

8% more funds holding

Funds holding: 125135 (+10)

0.12% more ownership

Funds ownership: 2.49%2.61% (+0.12%)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
55
Reduced
30
Closed
10
Calls
$61K
Puts
$12K
Net Calls
+$49K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.3M -$28M -2,256,624 -44%
Goldman Sachs
2
Goldman Sachs
New York
$29.3M -$162K -13,007 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.2M -$3.67M -295,602 -13%
BlackRock
4
BlackRock
New York
$24.8M +$1.25M +100,823 +6%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$20.9M +$10.1M +815,811 +106%
Invesco
6
Invesco
Georgia
$15.8M +$14.9M +1,202,876 New
UBS Group
7
UBS Group
Switzerland
$6.48M -$50.4K -4,056 -0.8%
LP
8
LMR Partners
United Kingdom
$6.1M
1M
9
13D Management
New York
$5.8M +$6.17K +497 +0.1%
Optiver Holding
10
Optiver Holding
Netherlands
$5.43M +$2.29M +184,674 +81%
Northern Trust
11
Northern Trust
Illinois
$5.2M -$2.82K -227 -0.1%
HJIM
12
Henry James International Management
New York
$3.91M +$328K +26,411 +10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.88M
Renaissance Technologies
14
Renaissance Technologies
New York
$3.29M +$1.79M +144,000 +135%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$3.11M +$89.9K +7,234 +3%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.47M +$2.34M +188,000 New
Millennium Management
17
Millennium Management
New York
$2.36M +$2.23M +179,241 New
Mariner
18
Mariner
Kansas
$2.28M +$62.8K +5,051 +3%
EI
19
Ethic Inc
New York
$1.53M +$124K +9,959 +9%
QCM
20
Quantinno Capital Management
New York
$1.33M +$137K +11,040 +12%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$1.19M +$429K +34,527 +62%
CGH
22
Crossmark Global Holdings
Texas
$1.18M +$74.3K +5,978 +7%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$1.08M -$14.6K -1,171 -1%
Bank of America
24
Bank of America
North Carolina
$975K -$216K -17,374 -19%
VPIM
25
Vanguard Personalized Indexing Management
California
$888K +$130K +10,455 +18%

PSO Hedge Fund Activity: Q1 2024 in Review

135 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2024, worth a combined $235M — up 10% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSO positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $28M.

  • 135 institutional investors held Pearson (PSO) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $235M of Pearson stock for Q1 2024, up 10% quarter-over-quarter.
  • 20 funds opened new Pearson positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Pearson buyer in Q1 2024 was Invesco, an estimated $14.9M added.
  • The largest Pearson seller in Q1 2024 was Morgan Stanley, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2024.