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122 hedge funds and large institutions have $195M invested in Pearson in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $189M → $195M (+$5.96M)

0.03% more ownership

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

1% less funds holding

Funds holding: 123122 (-1)

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
52
Reduced
32
Closed
14
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
51
Zions Bancorporation
Utah
$186K +$50.3K +5,055 +35%
Creative Planning
52
Creative Planning
Kansas
$154K +$160K +16,078 New
IA
53
IFP Advisors
Florida
$145K +$92.7K +9,314 +650%
FTDI
54
First Trust Direct Indexing
Massachusetts
$142K +$32.7K +3,281 +28%
MG
55
Mather Group
Illinois
$141K +$147K +14,745 New
ECM
56
Evergreen Capital Management
Washington
$140K +$11.3K +1,132 +8%
BP
57
Ballentine Partners
Massachusetts
$137K -$8.82K -886 -6%
CQS
58
Credential Qtrade Securities
$136K -$19.4K -1,954 -12%
RA
59
RFG Advisory
Alabama
$136K
First Trust Advisors
60
First Trust Advisors
Illinois
$135K +$5.2K +522 +4%
Comerica Bank
61
Comerica Bank
Texas
$134K
SQA
62
Simon Quick Advisors
New Jersey
$130K +$136K +13,633 New
LSAG
63
Lake Street Advisors Group
New Hampshire
$119K -$3.72K -374 -3%
WA
64
Wealth Architects
California
$112K -$1.5K -151 -1%
YCM
65
Yousif Capital Management
Michigan
$112K
PSP
66
Principal Street Partners
Tennessee
$112K +$117K +11,758 New
CGL
67
Clarius Group LLC
Washington
$111K -$33.9K -3,402 -23%
Cerity Partners
68
Cerity Partners
New York
$110K +$5.76K +579 +5%
GT
69
Greenleaf Trust
Michigan
$108K -$3.72K -374 -3%
NRI
70
NFP Retirement Inc
California
$108K +$906 +91 +0.8%
CCP
71
Corient Capital Partners
California
$106K
QCG
72
Quadrant Capital Group
Ohio
$104K +$26.2K +2,628 +32%
S
73
SignatureFD
Georgia
$100K +$9.49K +953 +10%
KeyBank National Association
74
KeyBank National Association
Ohio
$96K +$99.7K +10,014 New
JWM
75
Janiczek Wealth Management
Colorado
$95K -$10.8K -1,086 -10%

PSO Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2022, worth a combined $195M — up 3.2% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 14 closed out — a net gain of 3 holders — while 52 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.29M. The largest seller was Marshall Wace, cutting an estimated $6.14M.

  • 122 institutional investors held Pearson (PSO) as of Q3 2022, down from 123 in Q2 2022.
  • Funds reported $195M of Pearson stock for Q3 2022, up 3.2% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q3 2022 and 14 closed out, a net change of +3 holders.
  • The largest Pearson buyer in Q3 2022 was Goldman Sachs, an estimated $6.29M added.
  • The largest Pearson seller in Q3 2022 was Marshall Wace, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2022.