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Pearson
PSO

Overview Fund Activity

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
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.85%
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

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
$10.1M
2
OMC
Old Mission Capital
Illinois
$1.92M
3
BlackRock
BlackRock
New York
$15.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$560K
5
HighTower Advisors
HighTower Advisors
Illinois
$665K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Goldman Sachs
Goldman Sachs
New York
$18.9M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$665K +$502K +47,901 +307%
API
27
Advisor Partners II
California
$596K -$796 -76 -0.1%
HIMCH
28
Hartford Investment Management Co (HIMCO)
Connecticut
$579K +$143K +13,638 +33%
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$569K +$2.54K +242 +0.4%
Renaissance Technologies
30
Renaissance Technologies
New York
$560K +$560K +53,400 New
American Century Companies
31
American Century Companies
Missouri
$521K +$4.34K +414 +0.8%
Ameriprise
32
Ameriprise
Minnesota
$505K -$56.4K -5,382 -10%
US Bancorp
33
US Bancorp
Minnesota
$483K +$4.86K +464 +1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$463K -$157K -14,968 -25%
SGI
35
Summit Global Investments
Utah
$444K +$444K +42,350 New
Millennium Management
36
Millennium Management
New York
$434K -$2.24M -214,001 -84%
BCI
37
Brinker Capital Investments
Pennsylvania
$386K +$9.12K +870 +2%
OPS
38
Orion Portfolio Solutions
Nebraska
$386K +$9.12K +870 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$370K -$24.1K -2,297 -6%
QCM
40
Quantinno Capital Management
New York
$370K +$168K +16,070 +84%
JFA
41
JNBA Financial Advisors
Minnesota
$288K -$322K -30,726 -53%
YIH
42
Y-Intercept (HK)
Hong Kong
$270K +$270K +25,754 New
SIS
43
Susquehanna International Securities
Ireland
$256K +$256K +24,396 New
FIM
44
Freedom Investment Management
Connecticut
$246K -$31.9K -3,042 -11%
Creative Planning
45
Creative Planning
Kansas
$242K +$126K +12,070 +109%
MMA
46
Miracle Mile Advisors
California
$220K – – –
AAM
47
Advisors Asset Management
Colorado
$220K -$37.1K -3,537 -14%
ACA
48
Atlas Capital Advisors
Wyoming
$217K -$9.76K -931 -4%
Osaic Holdings
49
Osaic Holdings
Arizona
$216K -$7.31K -698 -3%
Franklin Resources
50
Franklin Resources
California
$195K +$76.5K +7,302 +64%
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