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155 hedge funds and large institutions have $298M invested in Pearson in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 31

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $248M → $298M (+$50.1M)

3% more funds holding

Funds holding: 151155 (+4)

0.06% more ownership

Funds ownership: 2.71%2.78% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $433K

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
73
Reduced
31
Closed
16
Calls
Puts
$433K
Net Calls
-$433K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.3M +$5.88M +394,522 +15%
BlackRock
2
BlackRock
New York
$35.2M +$1.7M +114,201 +6%
Goldman Sachs
3
Goldman Sachs
New York
$33.9M -$865K -58,023 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$26.8M -$4.09M -274,393 -14%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.6M +$4.16M +279,369 +49%
Invesco
6
Invesco
Georgia
$12.2M -$3.9M -261,685 -26%
Northern Trust
7
Northern Trust
Illinois
$11.4M +$4.3M +288,114 +69%
1M
8
13D Management
New York
$8.28M +$15.3K +1,027 +0.2%
Optiver Holding
9
Optiver Holding
Netherlands
$7.99M +$4.25M +285,234 +135%
LP
10
LMR Partners
United Kingdom
$7.47M
RG
11
Renaissance Group
Kentucky
$7.4M -$181K -12,125 -3%
AA
12
ABC Arbitrage
France
$4.78M +$4.42M +296,512 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$4.54M +$98.7K +6,621 +2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$4.53M -$1.86M -125,001 -31%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.29M -$227K -15,232 -5%
HJIM
16
Henry James International Management
New York
$3.25M -$999K -67,003 -25%
Mariner
17
Mariner
Kansas
$3.23M +$187K +12,515 +7%
Bank of America
18
Bank of America
North Carolina
$3.07M +$486K +32,574 +21%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.76M -$16.7K -1,119 -0.6%
EI
20
Ethic Inc
New York
$2.74M +$801K +53,744 +46%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.7M -$2.69M -180,200 -52%
QCM
22
Quantinno Capital Management
New York
$2.5M +$143K +9,599 +7%
CGH
23
Crossmark Global Holdings
Texas
$2.49M +$16.7K +1,122 +0.7%
UBS Group
24
UBS Group
Switzerland
$2.35M +$2.13M +143,061 +5,225%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$2.26M +$52.3K +3,508 +3%

PSO Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2024, worth a combined $298M — up 20% from $248M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 16 closed out — a net gain of 5 holders — while 73 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.88M. The largest seller was HSBC Holdings, exiting entirely with an estimated $5.19M sold.

  • 155 institutional investors held Pearson (PSO) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $298M of Pearson stock for Q4 2024, up 20% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2024 and 16 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2024 was Morgan Stanley, an estimated $5.88M added.
  • The largest Pearson seller in Q4 2024 was HSBC Holdings, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2024.