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117 hedge funds and large institutions have $167M invested in Pearson in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 111117 (+6)

0.25% less ownership

Funds ownership: 2.47%2.22% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

6% less capital invested

Capital invested by funds: $178M → $167M (-$11.5M)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
38
Closed
13
Calls
$60K
Puts
Net Calls
+$60K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
51
First Trust Direct Indexing
Massachusetts
$192K -$26K -2,525 -12%
BP
52
Ballentine Partners
Massachusetts
$175K +$25.1K +2,432 +17%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$172K +$169K +16,398 New
ECM
54
Evergreen Capital Management
Washington
$171K +$14.1K +1,365 +9%
Marshall Wace
55
Marshall Wace
United Kingdom
$171K +$169K +16,337 New
FC
56
FCA Corp
Texas
$168K
MG
57
Mather Group
Illinois
$155K
PSP
58
Principal Street Partners
Tennessee
$154K +$30.5K +2,958 +25%
Cerity Partners
59
Cerity Partners
New York
$154K -$25.9K -2,510 -15%
GWWM
60
Great Waters Wealth Management
Minnesota
$152K
VIA
61
Vident Investment Advisory
Georgia
$149K +$146K +14,203 New
SQA
62
Simon Quick Advisors
New Jersey
$148K +$444 +43 +0.3%
DTL
63
Dynamic Technology Lab
Singapore
$147K +$144K +13,942 New
Lazard Asset Management
64
Lazard Asset Management
New York
$138K +$60.4K +5,855 +80%
LSAG
65
Lake Street Advisors Group
New Hampshire
$132K +$7.31K +709 +6%
RA
66
RFG Advisory
Alabama
$131K
TI
67
Trexquant Investment
Connecticut
$127K +$125K +12,086 New
Wells Fargo
68
Wells Fargo
California
$125K -$6.41K -621 -5%
JWM
69
Janiczek Wealth Management
Colorado
$124K +$18.3K +1,777 +18%
YCM
70
Yousif Capital Management
Michigan
$123K
CAM
71
Cresset Asset Management
Illinois
$121K +$119K +11,527 New
NRI
72
NFP Retirement Inc
California
$121K +$2.17K +210 +2%
Charles Schwab
73
Charles Schwab
California
$113K +$111K +10,808 New
GT
74
Greenleaf Trust
Michigan
$110K -$866 -84 -0.8%
FAFN
75
First Affirmative Financial Network
Colorado
$109K +$107K +10,393 New

PSO Hedge Fund Activity: Q2 2023 in Review

117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2023, worth a combined $167M — down 6.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSO positions and 13 closed out — a net gain of 6 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Optiver Holding, adding an estimated $6.76M. The largest seller was Envestnet Asset Management, cutting an estimated $6.18M.

  • 117 institutional investors held Pearson (PSO) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $167M of Pearson stock for Q2 2023, down 6.5% quarter-over-quarter.
  • 19 funds opened new Pearson positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2023 was Optiver Holding, an estimated $6.76M added.
  • The largest Pearson seller in Q2 2023 was Envestnet Asset Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2023.