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Pearson
PSO

Overview Fund Activity

111 hedge funds and large institutions have $178M invested in Pearson in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-18
Holders Change %
-13.95%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
57
Closed
26
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$8K

Top Buyers

1
LP
LMR Partners
United Kingdom
$4.84M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.34M
3
Millennium Management
Millennium Management
New York
$2.67M
4
Optiver Holding
Optiver Holding
Netherlands
$3.29M
5
CCIA
Campbell & Co Investment Adviser
Maryland
$2.17M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$76K
2
Bank of America
Bank of America
North Carolina
$2.56M
3
OMC
Old Mission Capital
Illinois
$415K
4
Wells Fargo
Wells Fargo
California
$131K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$163K -$68.3K -6,540 -30%
ECM
52
Evergreen Capital Management
Washington
$158K -$14.8K -1,404 -9%
MG
53
Mather Group
Illinois
$154K – – –
GWWM
54
Great Waters Wealth Management
Minnesota
$153K – – –
BP
55
Ballentine Partners
Massachusetts
$149K -$9.21K -881 -6%
SQA
56
Simon Quick Advisors
New Jersey
$147K – – –
Wells Fargo
57
Wells Fargo
California
$131K -$2.18M -208,372 -94%
RA
58
RFG Advisory
Alabama
$130K – – –
WA
59
Wealth Architects
California
$126K +$2.84K +272 +2%
IA
60
IFP Advisors
Florida
$125K -$322 -27 -0.3%
LSAG
61
Lake Street Advisors Group
New Hampshire
$124K -$14.1K -1,358 -10%
PSP
62
Principal Street Partners
Tennessee
$123K -$51.7K -4,946 -30%
YCM
63
Yousif Capital Management
Michigan
$122K – – –
Franklin Resources
64
Franklin Resources
California
$119K -$5.35K -512 -4%
NRI
65
NFP Retirement Inc
California
$118K – – –
Creative Planning
66
Creative Planning
Kansas
$115K -$31.2K -2,990 -21%
EI
67
Ellevest Inc
New York
$112K -$1.08K -103 -0.9%
GT
68
Greenleaf Trust
Michigan
$111K +$111K +10,614 New
JWM
69
Janiczek Wealth Management
Colorado
$105K +$7.9K +754 +8%
S
70
SignatureFD
Georgia
$98.3K -$13.7K -1,310 -12%
QCG
71
Quadrant Capital Group
Ohio
$97.9K -$9.77K -931 -9%
Lazard Asset Management
72
Lazard Asset Management
New York
$76K -$22.2M -2,143,292 -100%
AA
73
Addison Advisors
Vermont
$65.4K +$240 +23 +0.4%
Citigroup
74
Citigroup
New York
$53.2K -$6.47K -619 -11%
PA
75
Parallel Advisors
California
$48.9K -$1.12K -107 -2%
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