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141 hedge funds and large institutions have $227M invested in Pearson in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

4% more funds holding

Funds holding: 135141 (+6)

0.11% more ownership

Funds ownership: 2.61%2.72% (+0.11%)

3% less capital invested

Capital invested by funds: $235M → $227M (-$7.84M)

89% less call options, than puts

Call options by funds: $44K | Put options by funds: $391K

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
57
Reduced
41
Closed
11
Calls
$44K
Puts
$391K
Net Calls
-$347K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.38M +$1.36M +110,524 New
HF
27
HRT Financial
New York
$1.38M +$1.36M +110,508 New
CGH
28
Crossmark Global Holdings
Texas
$1.19M +$72.5K +5,886 +7%
SSA
29
Schonfeld Strategic Advisors
New York
$1.14M +$813K +66,000 +259%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$1.07M +$40.3K +3,273 +4%
Jane Street
31
Jane Street
New York
$941K +$673K +54,660 +264%
Bank of America
32
Bank of America
North Carolina
$905K -$19.1K -1,547 -2%
VPIM
33
Vanguard Personalized Indexing Management
California
$872K +$33.3K +2,703 +4%
TI
34
Trexquant Investment
Connecticut
$770K +$443K +35,926 +139%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$753K -$9.9K -804 -1%
HighTower Advisors
36
HighTower Advisors
Illinois
$722K -$70.8K -5,747 -9%
VA
37
Vident Advisory
Georgia
$696K +$244K +19,777 +55%
Creative Planning
38
Creative Planning
Kansas
$687K +$32.2K +2,613 +5%
Charles Schwab
39
Charles Schwab
California
$675K +$64.1K +5,206 +11%
Corient Private Wealth
40
Corient Private Wealth
Florida
$674K +$3.71K +301 +0.6%
US Bancorp
41
US Bancorp
Minnesota
$663K +$21.8K +1,770 +3%
American Century Companies
42
American Century Companies
Missouri
$648K
Bank of New York Mellon
43
Bank of New York Mellon
New York
$618K +$2.65K +215 +0.4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$536K -$117K -9,512 -18%
CAM
45
Cresset Asset Management
Illinois
$421K +$175K +14,232 +73%
S
46
SimplyRich
California
$402K +$9.84K +799 +3%
BCI
47
Brinker Capital Investments
Pennsylvania
$394K -$40.5K -3,291 -9%
OPS
48
Orion Portfolio Solutions
Nebraska
$394K -$40.5K -3,291 -9%
ACA
49
Atlas Capital Advisors
Wyoming
$352K
APF
50
Alaska Permanent Fund
Alaska
$324K +$2.87K +233 +1%

PSO Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2024, worth a combined $227M — down 3.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 11 closed out — a net gain of 6 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.8M. The largest seller was Arrowstreet Capital, cutting an estimated $10.4M.

  • 141 institutional investors held Pearson (PSO) as of Q2 2024, up from 135 in Q1 2024.
  • Funds reported $227M of Pearson stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2024 was Bank of Montreal, an estimated $3.8M added.
  • The largest Pearson seller in Q2 2024 was Arrowstreet Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.