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122 hedge funds and large institutions have $195M invested in Pearson in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $189M → $195M (+$5.96M)

0.03% more ownership

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

1% less funds holding

Funds holding: 123122 (-1)

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
52
Reduced
32
Closed
14
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$579K +$8.64K +868 +1%
EI
27
Ethic Inc
New York
$563K +$75.2K +7,559 +15%
VPIM
28
Vanguard Personalized Indexing Management
California
$552K +$51K +5,126 +10%
VCA
29
Verdence Capital Advisors
Maryland
$540K +$8.23K +827 +1%
API
30
Advisor Partners II
California
$517K +$538K +54,095 New
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$498K -$2.48M -249,200 -83%
US Bancorp
32
US Bancorp
Minnesota
$463K -$7.84K -788 -2%
American Century Companies
33
American Century Companies
Missouri
$442K +$32K +3,211 +7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$403K -$51.7K -5,197 -11%
HIMCH
35
Hartford Investment Management Co (HIMCO)
Connecticut
$402K -$133K -13,377 -24%
JFA
36
JNBA Financial Advisors
Minnesota
$380K
CAAS
37
Capital Asset Advisory Services
Michigan
$297K -$155K -15,540 -33%
SIA
38
Schechter Investment Advisors
Michigan
$297K +$14.4K +1,451 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$292K +$26.8K +2,696 +10%
FIM
40
Freedom Investment Management
Connecticut
$275K -$25.9K -2,606 -8%
AAM
41
Advisors Asset Management
Colorado
$259K +$34.6K +3,480 +15%
M&T Bank
42
M&T Bank
New York
$254K -$14.8K -1,488 -5%
PFO
43
Pathstone Family Office
New Jersey
$253K +$264K +26,488 New
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218K +$227K +22,819 New
ACA
45
Atlas Capital Advisors
Wyoming
$207K
Osaic Holdings
46
Osaic Holdings
Arizona
$206K -$40K -4,020 -16%
MMA
47
Miracle Mile Advisors
California
$201K
FC
48
FCA Corp
Texas
$191K
HighTower Advisors
49
HighTower Advisors
Illinois
$190K +$62.1K +6,240 +45%
CSS
50
Cubist Systematic Strategies
Connecticut
$189K +$196K +19,739 New

PSO Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2022, worth a combined $195M — up 3.2% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 14 closed out — a net gain of 3 holders — while 52 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.29M. The largest seller was Marshall Wace, cutting an estimated $6.14M.

  • 122 institutional investors held Pearson (PSO) as of Q3 2022, down from 123 in Q2 2022.
  • Funds reported $195M of Pearson stock for Q3 2022, up 3.2% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q3 2022 and 14 closed out, a net change of +3 holders.
  • The largest Pearson buyer in Q3 2022 was Goldman Sachs, an estimated $6.29M added.
  • The largest Pearson seller in Q3 2022 was Marshall Wace, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2022.