Pearson
129 hedge funds and large institutions have $190M invested in Pearson in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
6% more funds holding
Funds holding: 122 → 129 (+7)
0.13% less ownership
Funds ownership: 2.8% → 2.68% (-0.13%)
3% less capital invested
Capital invested by funds: $195M → $190M (-$4.99M)
25% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 52
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.19M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$2.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.42M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.95M |
| 5 |
D.E. Shaw & Co
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$18.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.16M |
| 5 |
BlackRock
New York
|
-$984K |
PSO Hedge Fund Activity: Q4 2022 in Review
129 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2022, worth a combined $190M — down 2.6% from $195M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PSO positions and 12 closed out — a net gain of 10 holders — while 39 added to existing stakes and 52 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.19M. The largest seller was Lazard Asset Management, cutting an estimated $18.4M.
- 129 institutional investors held Pearson (PSO) as of Q4 2022, up from 122 in Q3 2022.
- Funds reported $190M of Pearson stock for Q4 2022, down 2.6% quarter-over-quarter.
- 22 funds opened new Pearson positions in Q4 2022 and 12 closed out, a net change of +10 holders.
- The largest Pearson buyer in Q4 2022 was JP Morgan Chase, an estimated $5.19M added.
- The largest Pearson seller in Q4 2022 was Lazard Asset Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2022.