Pearson plc
Hedge Funds Holdings

Last updated:

Pearson plc‘s stocks are currently a part of 79 hedge funds’ portfolios, which represents 1.46% of the total amount of its stocks outstanding. This makes up a total of 10.82M shares of Pearson plc. Compared to the previous quarter, the number fell by -43.58% or -8.36M shares fewer. As for the holding position changes, 26.58% (21) of current hedge fund investors increased the number of shares held, 49.37% (39) of current holders sold a part of the shares held, and 21.52% (17) closed the holdings completely. 5 hedge funds are new holders of Pearson plc stock in Q1 2023, it is 6.33% of total holders.

Hedge funds holding Pearson (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 91
Q3 2018 88
Q4 2018 91
Q1 2019 94
Q2 2019 85
Q3 2019 73
Q4 2019 72
Q1 2020 77
Q2 2020 75
Q3 2020 79
Q4 2020 88
Q1 2021 87
Q2 2021 87
Q3 2021 91
Q4 2021 117
Q1 2022 124
Q2 2022 118
Q3 2022 116
Q4 2022 125
Q1 2023 79

Hedge funds changes in Pearson positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 212824171
Q3 2018 103325137
Q4 2018 21322517-4
Q1 2019 201639181
Q2 2019 13253521-9
Q3 2019 10242820-9
Q4 2019 13193013-3
Q1 2020 24281718-10
Q2 2020 15222818-8
Q3 2020 173118121
Q4 2020 183224104
Q1 2021 124118115
Q2 2021 123028116
Q3 2021 132335911
Q4 2021 41451814-1
Q1 2022 216024127
Q2 2022 17404822-9
Q3 2022 165131144
Q4 2022 25365114-1
Q1 2023 5213917-3

Hedge funds changes in Pearson stock options (Q2 2018 – Q1 2023)

Changes in stock options
Q2 2018 0 0
Q3 2018 0 0
Q4 2018 135,000 317,000
Q1 2019 0 0
Q2 2019 3,000 0
Q3 2019 0 136,000
Q4 2019 0 126,000
Q1 2020 0 0
Q2 2020 0 0
Q3 2020 0 76,000
Q4 2020 0 0
Q1 2021 0 0
Q2 2021 0 0
Q3 2021 0 0
Q4 2021 0 0
Q1 2022 762,000 0
Q2 2022 194,000 0
Q3 2022 201,000 0
Q4 2022 0 0
Q1 2023 0 0

Top 50 hedge fund holders of Pearson plc (NYSE:PSO)

Hedge fund Value Shares owned Portfolio share
LAZARD ASSET MANAGEMENT LLC 36.55M 3.82M 0.053%
MORGAN STANLEY 26.39M 2.76M 0.004%
DIMENSIONAL FUND ADVISORS LP 22.90M 2.40M 0.009%
GOLDMAN SACHS GROUP INC 22.07M 2.31M 0.005%
BLACKROCK INC. Larry Fink 14.42M 1.51M 0.001%
BANK OF AMERICA CORP /DE/ 9.93M 1.04M 0.001%
JANE STREET GROUP, LLC 7.79M 816.24K 0.003%
13D MANAGEMENT LLC 7.74M 810.65K 4.051%
UBS GROUP AG 4.86M 509.20K 0.002%
HENRY JAMES INTERNATIONAL MANAGEMENT INC. 4.74M 496.76K 2.646%
NORTHERN TRUST CORP 4.07M 426.40K 0.001%
WELLS FARGO & COMPANY/MN 3.58M 375.57K 0.001%
GEODE CAPITAL MANAGEMENT, LLC 3.13M 327.89K 0.001%
ENVESTNET ASSET MANAGEMENT INC 2.03M 212.93K 0.001%
BRINKER CAPITAL INVESTMENTS, LLC 1.63M 171.50K 0.034%
FMR LLC 1.60M 168.33K 0.000%
AMERIPRISE FINANCIAL INC 1.26M 132.34K 0.001%
REGIONS FINANCIAL CORP 1.17M 122.96K 0.012%
MARSHALL WACE, LLP Paul Marshall 1.15M 121.5K 0.003%
NATIXIS ADVISORS, L.P. 979K 102.48K 0.004%
ROYAL BANK OF CANADA 934K 97.75K 0.000%
PNC FINANCIAL SERVICES GROUP, INC. 838K 87.82K 0.001%
MARINER, LLC 807K 84.47K 0.003%
CROSSMARK GLOBAL HOLDINGS, INC. 732K 76.66K 0.020%
OLD MISSION CAPITAL LLC 695K 72.82K 0.022%
WETHERBY ASSET MANAGEMENT INC 579K 60.66K 0.041%
ETHIC INC. 563K 58.93K 0.038%
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 552K 57.76K 0.025%
VERDENCE CAPITAL ADVISORS LLC 540K 56.52K 0.074%
ADVISOR PARTNERS II, LLC 517K 54.09K 0.039%
D. E. SHAW & CO., INC. David E. Shaw 498K 52.19K 0.001%
US BANCORP \DE\ 463K 48.53K 0.001%
AMERICAN CENTURY COMPANIES INC 442K 46.33K 0.000%
BANK OF NEW YORK MELLON CORP 403K 42.13K 0.000%
HARTFORD INVESTMENT MANAGEMENT CO 402K 42.12K 0.013%
JNBA FINANCIAL ADVISORS 380K 39.83K 0.059%
SCHECHTER INVESTMENT ADVISORS, LLC 297K 31.10K 0.029%
CAPITAL ASSET ADVISORY SERVICES LLC 297K 31.06K 0.039%
JANNEY MONTGOMERY SCOTT LLC 292K 30.53K 0.001%
EQIS CAPITAL MANAGEMENT, INC. 275.30K 28.82K 0.032%
ADVISORS ASSET MANAGEMENT, INC. 259K 27.13K 0.005%
M&T BANK CORP 254K 26.64K 0.001%
PATHSTONE FAMILY OFFICE, LLC 253K 26.48K 0.004%
BANK OF MONTREAL /CAN/ 228K 22.03K 0.000%
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 218K 22.81K 0.001%
ATLAS CAPITAL ADVISORS LLC 206.55K 21.62K 0.038%
ADVISOR GROUP HOLDINGS, INC. 206K 21.44K 0.001%
MIRACLE MILE ADVISORS, LLC 201K 21K 0.009%
PEAK6 INVESTMENTS LLC 201K 21K 0.001%
FCA CORP /TX 191K 20K 0.081%