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Pearson
PSO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
39
Reduced
52
Closed
12
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$202K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.43M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.82M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.75M
4
OMC
Old Mission Capital
Illinois
$2.82M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.91M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$24.2M
2
Bank of America
Bank of America
North Carolina
$7.11M
3
Wells Fargo
Wells Fargo
California
$2.49M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
BlackRock
BlackRock
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$237K – – –
Osaic Holdings
52
Osaic Holdings
Arizona
$232K -$10.4K -923 -4%
YIH
53
Y-Intercept (HK)
Hong Kong
$211K +$211K +18,721 New
SIA
54
Schechter Investment Advisors
Michigan
$204K -$146K -12,988 -42%
Cerity Partners
55
Cerity Partners
New York
$194K +$63.9K +5,667 +49%
PSP
56
Principal Street Partners
Tennessee
$188K +$55.7K +4,945 +42%
ECM
57
Evergreen Capital Management
Washington
$185K +$19.1K +1,697 +12%
M&T Bank
58
M&T Bank
New York
$177K -$123K -10,937 -41%
BP
59
Ballentine Partners
Massachusetts
$170K +$8.63K +766 +5%
GWWM
60
Great Waters Wealth Management
Minnesota
$166K +$166K +14,506 New
MG
61
Mather Group
Illinois
$166K – – –
State Street
62
State Street
Massachusetts
$166K +$166K +14,701 New
SQA
63
Simon Quick Advisors
New Jersey
$158K +$4.58K +406 +3%
Creative Planning
64
Creative Planning
Kansas
$158K -$23.1K -2,047 -13%
LSAG
65
Lake Street Advisors Group
New Hampshire
$150K +$9.03K +798 +6%
SFA
66
Sequoia Financial Advisors
Ohio
$146K +$146K +12,931 New
RA
67
RFG Advisory
Alabama
$141K – – –
Corient Private Wealth
68
Corient Private Wealth
Florida
$139K +$139K +12,352 New
ZB
69
Zions Bancorporation
Utah
$138K -$81K -7,186 -37%
Comerica Bank
70
Comerica Bank
Texas
$135K -$3.68K -329 -3%
Franklin Resources
71
Franklin Resources
California
$134K +$134K +11,857 New
WA
72
Wealth Architects
California
$133K – – –
YCM
73
Yousif Capital Management
Michigan
$132K – – –
NRI
74
NFP Retirement Inc
California
$127K – – –
IA
75
IFP Advisors
Florida
$126K -$3.16K -263 -2%
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