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151 hedge funds and large institutions have $248M invested in Pearson in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $227M → $248M (+$20.6M)

7% more funds holding

Funds holding: 141151 (+10)

0.01% less ownership

Funds ownership: 2.72%2.71% (-0.01%)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $384K

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
63
Reduced
35
Closed
11
Calls
$4K
Puts
$384K
Net Calls
-$380K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
EI
26
Ethic Inc
New York
$1.53M -$529K -39,416 -25%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$1.4M +$234K +17,434 +20%
VPIM
28
Vanguard Personalized Indexing Management
California
$1.33M +$373K +27,786 +40%
OMC
29
Old Mission Capital
Illinois
$1.16M -$1.04M -77,645 -48%
Corient Private Wealth
30
Corient Private Wealth
Florida
$962K +$227K +16,900 +31%
Cerity Partners
31
Cerity Partners
New York
$931K +$614K +45,768 +200%
Creative Planning
32
Creative Planning
Kansas
$923K +$175K +13,017 +24%
VA
33
Vident Advisory
Georgia
$905K +$146K +10,916 +20%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$891K +$71K +5,298 +9%
Charles Schwab
35
Charles Schwab
California
$876K +$140K +10,424 +19%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$830K +$244K +18,161 +42%
CSS
37
Cubist Systematic Strategies
Connecticut
$770K +$760K +56,713 New
AQR Capital Management
38
AQR Capital Management
Connecticut
$766K +$522K +38,933 +222%
HighTower Advisors
39
HighTower Advisors
Illinois
$760K -$30.8K -2,297 -4%
US Bancorp
40
US Bancorp
Minnesota
$752K +$30.5K +2,278 +4%
American Century Companies
41
American Century Companies
Missouri
$705K
Bank of New York Mellon
42
Bank of New York Mellon
New York
$693K +$20K +1,495 +3%
Millennium Management
43
Millennium Management
New York
$661K -$3.34M -249,389 -84%
BCI
44
Brinker Capital Investments
Pennsylvania
$646K +$215K +16,049 +51%
OPS
45
Orion Portfolio Solutions
Nebraska
$646K +$215K +16,049 +51%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$628K +$621K +46,300 New
CAM
47
Cresset Asset Management
Illinois
$572K +$113K +8,436 +25%
SSA
48
Schonfeld Strategic Advisors
New York
$547K -$687K -51,200 -56%
S
49
SimplyRich
California
$505K +$66.7K +4,978 +15%
BP
50
Ballentine Partners
Massachusetts
$394K +$60.9K +4,544 +19%

PSO Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2024, worth a combined $248M — up 9.1% from $227M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSO positions and 11 closed out — a net gain of 11 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Group, opening a new position worth an estimated $6.32M. The largest seller was Optiver Holding, cutting an estimated $3.9M.

  • 151 institutional investors held Pearson (PSO) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $248M of Pearson stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 22 funds opened new Pearson positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q3 2024 was Renaissance Group, an estimated $6.32M added.
  • The largest Pearson seller in Q3 2024 was Optiver Holding, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2024.