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116 hedge funds and large institutions have $163M invested in Pearson in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $16K | Put options by funds: $11K

0.06% less ownership

Funds ownership: 2.22%2.16% (-0.06%)

1% less funds holding

Funds holding: 117116 (-1)

2% less capital invested

Capital invested by funds: $167M → $163M (-$3.91M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
52
Reduced
35
Closed
11
Calls
$16K
Puts
$11K
Net Calls
+$5K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$178K +$6.04K +564 +3%
QCM
52
QRG Capital Management
Illinois
$177K +$180K +16,756 New
AAM
53
Advisors Asset Management
Colorado
$171K -$50.5K -4,711 -22%
FC
54
FCA Corp
Texas
$169K
FAFN
55
First Affirmative Financial Network
Colorado
$160K +$51.4K +4,798 +46%
GWWM
56
Great Waters Wealth Management
Minnesota
$157K
MG
57
Mather Group
Illinois
$155K
SQA
58
Simon Quick Advisors
New Jersey
$150K +$1.68K +157 +1%
S
59
SignatureFD
Georgia
$146K +$43.9K +4,098 +42%
JP Morgan Chase
60
JP Morgan Chase
New York
$141K -$5.01M -467,613 -97%
SFA
61
Sequoia Financial Advisors
Ohio
$140K +$143K +13,315 New
EI
62
Ellevest Inc
New York
$140K +$32.6K +3,046 +30%
JWM
63
Janiczek Wealth Management
Colorado
$137K +$12.8K +1,198 +10%
CAM
64
Cresset Asset Management
Illinois
$132K +$11.1K +1,033 +9%
Cerity Partners
65
Cerity Partners
New York
$132K -$23.3K -2,171 -15%
RA
66
RFG Advisory
Alabama
$131K
LSAG
67
Lake Street Advisors Group
New Hampshire
$131K -$1.77K -165 -1%
YCM
68
Yousif Capital Management
Michigan
$123K
NRI
69
NFP Retirement Inc
California
$122K +$1.01K +94 +0.8%
Wells Fargo
70
Wells Fargo
California
$120K -$5.24K -489 -4%
QCG
71
Quadrant Capital Group
Ohio
$120K +$14K +1,306 +13%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$112K -$62.1K -5,800 -35%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$107K +$109K +10,181 New
OMC
74
Old Mission Capital
Illinois
$107K -$1.86M -173,281 -94%
IA
75
IFP Advisors
Florida
$106K

PSO Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2023, worth a combined $163M — down 2.3% from $167M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSO and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 52 added.

The largest buyer was Goldman Sachs, adding an estimated $3.13M. The largest seller was JP Morgan Chase, cutting an estimated $5.01M.

  • 116 institutional investors held Pearson (PSO) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $163M of Pearson stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 10 funds opened new Pearson positions in Q3 2023 and 11 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2023 was Goldman Sachs, an estimated $3.13M added.
  • The largest Pearson seller in Q3 2023 was JP Morgan Chase, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2023.