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141 hedge funds and large institutions have $227M invested in Pearson in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

4% more funds holding

Funds holding: 135141 (+6)

0.11% more ownership

Funds ownership: 2.61%2.72% (+0.11%)

3% less capital invested

Capital invested by funds: $235M → $227M (-$7.84M)

89% less call options, than puts

Call options by funds: $44K | Put options by funds: $391K

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
57
Reduced
41
Closed
11
Calls
$44K
Puts
$391K
Net Calls
-$347K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.1M -$228K -18,467 -0.7%
Goldman Sachs
2
Goldman Sachs
New York
$26.4M -$1.4M -113,430 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.8M +$5.66K +459 +0%
BlackRock
4
BlackRock
New York
$23.8M +$278K +22,588 +1%
Invesco
5
Invesco
Georgia
$14.6M -$361K -29,270 -2%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$9.24M -$10.4M -846,472 -53%
1M
7
13D Management
New York
$6.39M +$875K +71,044 +16%
Optiver Holding
8
Optiver Holding
Netherlands
$6.28M +$1.09M +88,672 +21%
LP
9
LMR Partners
United Kingdom
$5.78M
Renaissance Technologies
10
Renaissance Technologies
New York
$5.26M +$2.11M +171,220 +68%
Northern Trust
11
Northern Trust
Illinois
$4.89M -$35.8K -2,902 -0.7%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$3.87M +$1.5M +122,054 +65%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$3.85M +$3.8M +308,409 New
Millennium Management
14
Millennium Management
New York
$3.72M +$1.46M +118,822 +66%
HJIM
15
Henry James International Management
New York
$3.7M +$283 +23 +0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.68M
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.85M -$106K -8,586 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$2.76M +$2.12M +171,928 +349%
Mariner
19
Mariner
Kansas
$2.07M -$99.2K -8,052 -5%
OMC
20
Old Mission Capital
Illinois
$2.04M +$1.79M +145,631 +825%
EI
21
Ethic Inc
New York
$1.94M +$486K +39,416 +34%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$1.81M +$1.78M +144,818 New
QCM
23
Quantinno Capital Management
New York
$1.56M +$302K +24,504 +24%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$1.56M +$424K +34,392 +38%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.45M +$1.43M +115,963 New

PSO Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2024, worth a combined $227M — down 3.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 11 closed out — a net gain of 6 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.8M. The largest seller was Arrowstreet Capital, cutting an estimated $10.4M.

  • 141 institutional investors held Pearson (PSO) as of Q2 2024, up from 135 in Q1 2024.
  • Funds reported $227M of Pearson stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2024 was Bank of Montreal, an estimated $3.8M added.
  • The largest Pearson seller in Q2 2024 was Arrowstreet Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.