125 hedge funds and large institutions have $214M invested in Pearson in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
49
Reduced
32
Closed
10
Calls
$10K
Puts
$331K
Net Calls
-$321K
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$206K +$52K +4,229 +34%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$205K +$75K +6,103 +58%
ECM
53
Evergreen Capital Management
Washington
$205K -$2.89K -235 -1%
FAFN
54
First Affirmative Financial Network
Colorado
$203K +$16.3K +1,328 +9%
EI
55
Ellevest Inc
New York
$200K +$37.1K +3,015 +23%
FC
56
FCA Corp
Texas
$197K
UCFA
57
United Capital Financial Advisors
Texas
$187K +$187K +15,210 New
PSP
58
Principal Street Partners
Tennessee
$182K -$180K -14,636 -50%
MG
59
Mather Group
Illinois
$181K
S
60
SignatureFD
Georgia
$179K +$7.92K +644 +5%
GWWM
61
Great Waters Wealth Management
Minnesota
$178K
SQA
62
Simon Quick Advisors
New Jersey
$175K +$455 +37 +0.3%
CAM
63
Cresset Asset Management
Illinois
$171K +$17K +1,385 +11%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$171K +$171K +13,883 New
CA
65
Crane Advisory
California
$170K +$170K +13,705 New
JWM
66
Janiczek Wealth Management
Colorado
$168K +$7.68K +625 +5%
QCG
67
Quadrant Capital Group
Ohio
$166K +$25.2K +2,054 +18%
SFA
68
Sequoia Financial Advisors
Ohio
$164K +$541 +44 +0.3%
LSAG
69
Lake Street Advisors Group
New Hampshire
$155K +$1.83K +149 +1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$150K +$24.6K +1,994 +20%
AAM
71
Advisors Asset Management
Colorado
$148K -$51.5K -4,187 -26%
YCM
72
Yousif Capital Management
Michigan
$144K
NRI
73
NFP Retirement Inc
California
$143K
GT
74
Glenmede Trust
Pennsylvania
$131K +$131K +10,680 New
Wells Fargo
75
Wells Fargo
California
$126K -$14.4K -1,169 -10%