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Pearson
PSO

Overview Fund Activity

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
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.85%
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

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
$10.1M
2
OMC
Old Mission Capital
Illinois
$1.92M
3
BlackRock
BlackRock
New York
$15.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$560K
5
HighTower Advisors
HighTower Advisors
Illinois
$665K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Goldman Sachs
Goldman Sachs
New York
$18.9M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
51
First Trust Direct Indexing
Massachusetts
$192K -$26.5K -2,525 -12%
BP
52
Ballentine Partners
Massachusetts
$175K +$25.5K +2,432 +17%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$172K +$172K +16,398 New
ECM
54
Evergreen Capital Management
Washington
$171K +$14.3K +1,365 +9%
Marshall Wace
55
Marshall Wace
United Kingdom
$171K +$171K +16,337 New
FC
56
FCA Corp
Texas
$168K – – –
MG
57
Mather Group
Illinois
$155K – – –
PSP
58
Principal Street Partners
Tennessee
$154K +$31K +2,958 +25%
Cerity Partners
59
Cerity Partners
New York
$154K -$26.3K -2,510 -15%
GWWM
60
Great Waters Wealth Management
Minnesota
$152K – – –
VIA
61
Vident Investment Advisory
Georgia
$149K +$149K +14,203 New
SQA
62
Simon Quick Advisors
New Jersey
$148K +$451 +43 +0.3%
DTL
63
Dynamic Technology Lab
Singapore
$147K +$147K +13,942 New
Lazard Asset Management
64
Lazard Asset Management
New York
$138K +$61.2K +5,855 +80%
LSAG
65
Lake Street Advisors Group
New Hampshire
$132K +$7.42K +709 +6%
RA
66
RFG Advisory
Alabama
$131K – – –
TI
67
Trexquant Investment
Connecticut
$127K +$127K +12,086 New
Wells Fargo
68
Wells Fargo
California
$125K -$6.51K -621 -5%
JWM
69
Janiczek Wealth Management
Colorado
$124K +$18.6K +1,777 +18%
YCM
70
Yousif Capital Management
Michigan
$123K – – –
CAM
71
Cresset Asset Management
Illinois
$121K +$121K +11,527 New
NRI
72
NFP Retirement Inc
California
$121K +$2.2K +210 +2%
Charles Schwab
73
Charles Schwab
California
$113K +$113K +10,808 New
GT
74
Greenleaf Trust
Michigan
$110K -$880 -84 -0.8%
FAFN
75
First Affirmative Financial Network
Colorado
$109K +$109K +10,393 New
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