We are live on ! Find out more

123 hedge funds and large institutions have $189M invested in Pearson in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 2.8%2.77% (-0.03%)

4% less funds holding

Funds holding: 128123 (-5)

12% less capital invested

Capital invested by funds: $213M → $189M (-$24.6M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
49
Closed
21
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
51
Credential Qtrade Securities
$150K +$9.07K +940 +6%
BP
52
Ballentine Partners
Massachusetts
$141K -$41.5K -4,305 -22%
CGL
53
Clarius Group LLC
Washington
$138K -$9.1K -943 -6%
OWM
54
OneAscent Wealth Management
Alabama
$137K -$2.26K -234 -2%
RA
55
RFG Advisory
Alabama
$134K
ZB
56
Zions Bancorporation
Utah
$133K +$16.3K +1,687 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$127K -$22K -2,281 -14%
ECM
58
Evergreen Capital Management
Washington
$125K -$8.92K -924 -6%
First Trust Advisors
59
First Trust Advisors
Illinois
$125K +$131K +13,582 New
LSAG
60
Lake Street Advisors Group
New Hampshire
$118K +$124K +12,837 New
Comerica Bank
61
Comerica Bank
Texas
$116K +$3.75K +389 +3%
WA
62
Wealth Architects
California
$110K +$3.26K +338 +3%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$108K -$37.8K -3,916 -25%
GT
64
Greenleaf Trust
Michigan
$108K -$15.6K -1,614 -12%
OFS
65
OneAscent Financial Services
Alabama
$108K -$9.51K -985 -8%
YCM
66
Yousif Capital Management
Michigan
$108K
FTDI
67
First Trust Direct Indexing
Massachusetts
$107K -$13K -1,351 -10%
CCP
68
Corient Capital Partners
California
$106K -$9.39K -973 -8%
NRI
69
NFP Retirement Inc
California
$103K +$2K +207 +2%
Cerity Partners
70
Cerity Partners
New York
$102K +$106K +10,987 New
JWM
71
Janiczek Wealth Management
Colorado
$97K -$27.2K -2,817 -21%
S
72
SignatureFD
Georgia
$88K -$14.8K -1,536 -14%
HIA
73
Harbor Investment Advisory
Maryland
$88K
JP Morgan Chase
74
JP Morgan Chase
New York
$80K -$28.7K -2,969 -26%
QCG
75
Quadrant Capital Group
Ohio
$76K -$1.65K -171 -2%

PSO Hedge Fund Activity: Q2 2022 in Review

123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2022, worth a combined $189M — down 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSO and 18 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Marshall Wace, cutting an estimated $5.15M.

  • 123 institutional investors held Pearson (PSO) as of Q2 2022, down from 128 in Q1 2022.
  • Funds reported $189M of Pearson stock for Q2 2022, down 12% quarter-over-quarter.
  • 18 funds opened new Pearson positions in Q2 2022 and 21 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q2 2022 was Morgan Stanley, an estimated $24.3M added.
  • The largest Pearson seller in Q2 2022 was Marshall Wace, an estimated $5.15M sold.

Based on aggregated 13F filings for Q2 2022.