Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pearson plc (PSO)

211 + Investors. Track Smart Money conviction in PSO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — PSO

Based on 211 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PSO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
211 hedge funds hold PSO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

138 buying55 selling
Last quarter: 138 funds were net buyers (31 opened a brand new position + 107 added to an existing one). Only 55 were sellers (35 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 38 → 35 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 19% medium ■ 26% new
115 out of 211 hedge funds have held PSO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +24% but shares only +3% — price-driven

Value
+24%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~31 new funds/quarter

34 → 25 → 38 → 35 → 31 new funds/Q
New funds entering each quarter: 25 → 38 → 35 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 10% 1-2yr ■ 28% new
Entry-cohort mix of 211 holders: 129 (61%) are 2+ year veterans, 22 entered 1–2 years ago, and 60 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
40 of 211 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in PSO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PSO

In 2026 Q2, 138 hedge funds were net buyers of PSO (31 opened a new position, 107 added to an existing one), while 55 reduced or exited (35 trimmed, 20 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in PSO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 211.

Hedge Fund Ownership: PSO

How many hedge funds hold PSO — quarterly history vs. share price
Quarterly hedge fund ownership of PSO vs. share price

Market Analysis: PSO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PSO
211 + Investors

Track Smart Money conviction in PSO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 211 200 5.5%
13F Shares 27M 26M 3.32%
Total Value $422M $340M 24.3%
New Positions 31 35 -4
Increased Positions 107 71 +36
Closed Positions 20 26 -6
Reduced Positions 35 67 -32
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSO

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Financial Highlights

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Institutional Holders (2026 Q2)

211 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PSO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 13D Management LLC 10.21% 458,338 $7.3M
2 Abc Arbitrage SA 0.48% 281,169 $4.5M
3 Farringdon Capital, Ltd. 0.36% 45,260 $719K
4 Renaissance Group LLC 0.29% 454,127 $7.2M
5 Campbell & CO Investment Adviser LLC 0.12% 148,238 $2.4M
6 Cordatus Wealth Management LLC 0.10% 27,482 $437K
7 Tower Research Capital LLC (TRC) 0.09% 219,863 $3.5M
8 Abacus Wealth Partners, LLC 0.08% 48,853 $776K
9 LMR Partners LLP 0.08% 1,373,260 $21.8M
10 Fca Corp /Tx 0.08% 20,000 $318K
11 Leuthold Group, LLC 0.07% 46,222 $734K
12 SmartHarvest Portfolios, LLC 0.07% 13,403 $213K
13 Promethos Capital, LLC 0.06% 14,380 $228K
14 Formidable Asset Management, LLC 0.05% 20,929 $333K
15 Atlas Capital Advisors INC. 0.04% 26,872 $353K
16 Quantbot Technologies LP 0.04% 59,204 $941K
17 Crane Advisory, LLC 0.03% 13,705 $231K
18 Keebeck Wealth Management 0.03% 21,205 $337K
19 Aaron Wealth Advisors LLC 0.03% 40,355 $641K
20 Versant Capital Management, Inc 0.03% 21,176 $336K
21 Qrg Capital Management, INC. 0.03% 224,809 $3.6M
22 Crossmark Global Holdings, Inc. 0.03% 139,170 $2.2M
23 Calydon Capital 0.03% 11,894 $189K
24 Basecamp Wealth Advisors LLC 0.03% 9,364 $149K
25 Cromwell Holdings LLC 0.03% 3,761 $60K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pearson plc (PSO)

What does the Smart Money Trend signal show for PSO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PSO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PSO?

More buyers than sellers — 72% buying: Last quarter: 138 funds were net buyers (31 opened a brand new position + 107 added to an existing one). Only 55 were sellers (35 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PSO holders?

Elite ownership — 65% AUM from top-100 funds: 40 of 211 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in PSO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PSO?

55% of holders stayed for 2+ years: 115 out of 211 hedge funds have held PSO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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