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117 hedge funds and large institutions have $167M invested in Pearson in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 111117 (+6)

0.25% less ownership

Funds ownership: 2.47%2.22% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

6% less capital invested

Capital invested by funds: $178M → $167M (-$11.5M)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
38
Closed
13
Calls
$60K
Puts
Net Calls
+$60K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$665K +$494K +47,901 +307%
API
27
Advisor Partners II
California
$596K -$784 -76 -0.1%
HIMCH
28
Hartford Investment Management Co (HIMCO)
Connecticut
$579K +$141K +13,638 +33%
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$569K +$2.5K +242 +0.4%
Renaissance Technologies
30
Renaissance Technologies
New York
$560K +$551K +53,400 New
American Century Companies
31
American Century Companies
Missouri
$521K +$4.27K +414 +0.8%
Ameriprise
32
Ameriprise
Minnesota
$505K -$55.5K -5,382 -10%
US Bancorp
33
US Bancorp
Minnesota
$483K +$4.79K +464 +1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$463K -$154K -14,968 -25%
SGI
35
Summit Global Investments
Utah
$444K +$437K +42,350 New
Millennium Management
36
Millennium Management
New York
$434K -$2.21M -214,001 -84%
BCI
37
Brinker Capital Investments
Pennsylvania
$386K +$8.97K +870 +2%
OPS
38
Orion Portfolio Solutions
Nebraska
$386K +$8.97K +870 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$370K -$23.7K -2,297 -6%
QCM
40
Quantinno Capital Management
New York
$370K +$166K +16,070 +84%
JFA
41
JNBA Financial Advisors
Minnesota
$288K -$317K -30,726 -53%
YIH
42
Y-Intercept (HK)
Hong Kong
$270K +$266K +25,754 New
SIS
43
Susquehanna International Securities
Ireland
$256K +$252K +24,396 New
FIM
44
Freedom Investment Management
Connecticut
$246K -$31.4K -3,042 -11%
Creative Planning
45
Creative Planning
Kansas
$242K +$124K +12,070 +109%
MMA
46
Miracle Mile Advisors
California
$220K
AAM
47
Advisors Asset Management
Colorado
$220K -$36.5K -3,537 -14%
ACA
48
Atlas Capital Advisors
Wyoming
$217K -$9.6K -931 -4%
Osaic Holdings
49
Osaic Holdings
Arizona
$216K -$7.2K -698 -3%
Franklin Resources
50
Franklin Resources
California
$195K +$75.3K +7,302 +64%

PSO Hedge Fund Activity: Q2 2023 in Review

117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2023, worth a combined $167M — down 6.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSO positions and 13 closed out — a net gain of 6 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Optiver Holding, adding an estimated $6.76M. The largest seller was Envestnet Asset Management, cutting an estimated $6.18M.

  • 117 institutional investors held Pearson (PSO) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $167M of Pearson stock for Q2 2023, down 6.5% quarter-over-quarter.
  • 19 funds opened new Pearson positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2023 was Optiver Holding, an estimated $6.76M added.
  • The largest Pearson seller in Q2 2023 was Envestnet Asset Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2023.