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116 hedge funds and large institutions have $163M invested in Pearson in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $16K | Put options by funds: $11K

0.06% less ownership

Funds ownership: 2.22%2.16% (-0.06%)

1% less funds holding

Funds holding: 117116 (-1)

2% less capital invested

Capital invested by funds: $167M → $163M (-$3.91M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
52
Reduced
35
Closed
11
Calls
$16K
Puts
$11K
Net Calls
+$5K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$554K +$120K +11,177 +27%
American Century Companies
27
American Century Companies
Missouri
$542K +$18.6K +1,737 +3%
QCM
28
Quantinno Capital Management
New York
$542K +$172K +16,097 +46%
HIMCH
29
Hartford Investment Management Co (HIMCO)
Connecticut
$536K -$46.3K -4,325 -8%
US Bancorp
30
US Bancorp
Minnesota
$499K +$13.1K +1,223 +3%
SSA
31
Schonfeld Strategic Advisors
New York
$495K +$504K +47,000 New
Creative Planning
32
Creative Planning
Kansas
$437K +$197K +18,356 +79%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$436K +$64.6K +6,025 +17%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$410K -$56K -5,230 -12%
BCI
35
Brinker Capital Investments
Pennsylvania
$373K -$15.4K -1,442 -4%
OPS
36
Orion Portfolio Solutions
Nebraska
$373K -$15.4K -1,442 -4%
Osaic Holdings
37
Osaic Holdings
Arizona
$318K +$102K +9,536 +46%
PSP
38
Principal Street Partners
Tennessee
$310K +$158K +14,715 +100%
S
39
SimplyRich
California
$304K +$310K +28,913 New
JFA
40
JNBA Financial Advisors
Minnesota
$289K
Charles Schwab
41
Charles Schwab
California
$262K +$151K +14,064 +130%
SGI
42
Summit Global Investments
Utah
$245K -$205K -19,092 -45%
Ameriprise
43
Ameriprise
Minnesota
$227K -$286K -26,667 -55%
Marshall Wace
44
Marshall Wace
United Kingdom
$224K +$52.9K +4,942 +30%
ACA
45
Atlas Capital Advisors
Wyoming
$218K
FIM
46
Freedom Investment Management
Connecticut
$206K -$43K -4,014 -17%
VA
47
Vident Advisory
Georgia
$200K +$204K +19,001 New
Franklin Resources
48
Franklin Resources
California
$197K +$418 +39 +0.2%
FTDI
49
First Trust Direct Indexing
Massachusetts
$189K -$3.74K -349 -2%
BP
50
Ballentine Partners
Massachusetts
$187K +$11.6K +1,086 +7%

PSO Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2023, worth a combined $163M — down 2.3% from $167M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSO and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 52 added.

The largest buyer was Goldman Sachs, adding an estimated $3.13M. The largest seller was JP Morgan Chase, cutting an estimated $5.01M.

  • 116 institutional investors held Pearson (PSO) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $163M of Pearson stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 10 funds opened new Pearson positions in Q3 2023 and 11 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2023 was Goldman Sachs, an estimated $3.13M added.
  • The largest Pearson seller in Q3 2023 was JP Morgan Chase, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2023.