The cluster is mixed but net positive, driven by two active managers. Monitor for a catalyst (e.g., earnings beat or strategic update) that could explain the accumulation. The 13F lag means positions may have changed; watch for insider buying to confirm conviction.
Executive Summary
Institutional cluster for PSO (Pearson PLC) shows a mixed picture with 7 buyers and 7 sellers in Q1 2026. Active managers Arrowstreet Capital and Lmr Partners added significant positions totaling $14.9M, while passive/quant funds like BofA, RenTech, and Geode trimmed holdings. Net institutional buying of ~$6.5M suggests cautious optimism, but the absence of insider buying weakens the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.5M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | ADD | +72.5% | $21.6M | $8.2M |
| Lmr Partners | ADD | +70.4% | $18.0M | $6.7M |
▼ Sellers (7)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| M&T Bank | NEAR_EXIT | -81.2% | $5.9M | -$5.7M |
| RenTech | TRIM | -73.2% | $1.3M | -$994.7K |
| BofA | TRIM | -50.9% | $2.0M | -$1.1M |
Key Facts
- Arrowstreet Capital added 72.5% to its PSO position, now worth $21.6M
- Lmr Partners added 70.4%, now holding $18.0M
- M&T Bank near-exited, reducing by 81.2% (previous $5.9M → $181K)
- RenTech trimmed 73.2% (previous $1.3M → $334K)
- BofA trimmed 50.9% (previous $2.0M → $936K)
- No open-market insider buying detected in the window
Financial Impact
Net institutional buying of ~$6.5M (buyers added $15.3M, sellers reduced $8.8M) with Arrowstreet and Lmr Partners accumulating $14.9M combined
Risk Factors
- 13F data is 45+ days old; positions may have been unwound
- No insider buying to corroborate institutional thesis
- Passive/quant selling offsets some of the active buying
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PSO-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 6-K | $18.39 | awaiting T+60 | — | — |
Oct 13, 2026 14d ago | 6-K | $17.40 | awaiting T+60 | — | — |
Oct 1, 2026 26d ago | 6-K | $16.16 | awaiting T+60 | — | — |
Oct 1, 2026 26d ago | 6-K | $16.16 | awaiting T+60 | — | — |
Sep 23, 2026 4w ago | 6-K | $15.89 | awaiting T+60 | — | — |
Sep 23, 2026 4w ago | 6-K | $15.89 | awaiting T+60 | — | — |
Sep 1, 2026 8w ago | 6-K | $16.50 | awaiting T+60 | — | — |
Aug 28, 2026 8w ago | 6-K | $16.73 | awaiting T+60 | — | — |
Aug 12, 2026 10w ago | 6-K | $16.12 | awaiting T+60 | — | — |
Aug 3, 2026 12w ago | 6-K | $16.76 $17.63 | ▲ +5.19% | ▲ +3.41% | — |
US Market Status
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