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123 hedge funds and large institutions have $189M invested in Pearson in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 2.8%2.77% (-0.03%)

4% less funds holding

Funds holding: 128123 (-5)

12% less capital invested

Capital invested by funds: $213M → $189M (-$24.6M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
49
Closed
21
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
26
Hartford Investment Management Co (HIMCO)
Connecticut
$512K
Natixis Advisors
27
Natixis Advisors
Massachusetts
$488K -$5.7K -591 -1%
VPIM
28
Vanguard Personalized Indexing Management
California
$485K +$194K +20,076 +62%
AWM
29
Altium Wealth Management
New York
$475K -$19K -1,973 -4%
EI
30
Ethic Inc
New York
$474K +$7.28K +754 +1%
AP
31
Advisor Partners
California
$473K +$68.4K +7,088 +16%
US Bancorp
32
US Bancorp
Minnesota
$454K +$2.77K +287 +0.6%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$437K +$2.71K +281 +0.6%
CAAS
34
Capital Asset Advisory Services
Michigan
$430K -$13.6K -1,412 -3%
American Century Companies
35
American Century Companies
Missouri
$398K +$157K +16,237 +60%
Citadel Advisors
36
Citadel Advisors
Florida
$395K -$2.14M -221,468 -84%
JFA
37
JNBA Financial Advisors
Minnesota
$367K -$73.3K -7,596 -16%
FIM
38
Freedom Investment Management
Connecticut
$290K -$504K -52,236 -62%
SIA
39
Schechter Investment Advisors
Michigan
$274K -$676 -70 -0.2%
SSA
40
Schonfeld Strategic Advisors
New York
$264K -$318K -32,900 -53%
Mariner
41
Mariner
Kansas
$259K +$38.5K +3,989 +17%
M&T Bank
42
M&T Bank
New York
$258K +$92.4K +9,578 +52%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$257K +$48K +4,969 +22%
Osaic Holdings
44
Osaic Holdings
Arizona
$235K +$42.4K +4,397 +21%
AAM
45
Advisors Asset Management
Colorado
$218K +$37.2K +3,851 +19%
OMC
46
Old Mission Capital
Illinois
$212K +$222K +22,953 New
ACA
47
Atlas Capital Advisors
Wyoming
$199K
MMA
48
Miracle Mile Advisors
California
$194K +$203K +21,000 New
FC
49
FCA Corp
Texas
$184K
AIM
50
ARK Investment Management
Florida
$166K -$7.94K -823 -5%

PSO Hedge Fund Activity: Q2 2022 in Review

123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2022, worth a combined $189M — down 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSO and 18 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Marshall Wace, cutting an estimated $5.15M.

  • 123 institutional investors held Pearson (PSO) as of Q2 2022, down from 128 in Q1 2022.
  • Funds reported $189M of Pearson stock for Q2 2022, down 12% quarter-over-quarter.
  • 18 funds opened new Pearson positions in Q2 2022 and 21 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q2 2022 was Morgan Stanley, an estimated $24.3M added.
  • The largest Pearson seller in Q2 2022 was Marshall Wace, an estimated $5.15M sold.

Based on aggregated 13F filings for Q2 2022.