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141 hedge funds and large institutions have $227M invested in Pearson in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

4% more funds holding

Funds holding: 135141 (+6)

0.11% more ownership

Funds ownership: 2.61%2.72% (+0.11%)

3% less capital invested

Capital invested by funds: $235M → $227M (-$7.84M)

89% less call options, than puts

Call options by funds: $44K | Put options by funds: $391K

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
57
Reduced
41
Closed
11
Calls
$44K
Puts
$391K
Net Calls
-$347K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
51
Campbell & Co Investment Adviser
Maryland
$323K +$319K +25,912 New
BCM
52
Barometer Capital Management
Ontario, Canada
$310K -$9.86K -800 -3%
FTDI
53
First Trust Direct Indexing
Massachusetts
$307K +$23.7K +1,925 +9%
BP
54
Ballentine Partners
Massachusetts
$306K +$530 +43 +0.2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$303K -$115K -9,309 -28%
SC
56
Syon Capital
California
$296K -$7.77K -631 -3%
Cerity Partners
57
Cerity Partners
New York
$285K -$136K -11,066 -33%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$275K -$12.3K -1,000 -4%
AI
59
Atria Investments
North Carolina
$249K +$245K +19,927 New
JFA
60
JNBA Financial Advisors
Minnesota
$243K -$98.6K -8,000 -29%
FAFN
61
First Affirmative Financial Network
Colorado
$229K +$28.5K +2,314 +14%
AQR Capital Management
62
AQR Capital Management
Connecticut
$219K +$41.4K +3,362 +24%
QCM
63
QRG Capital Management
Illinois
$214K -$20K -1,622 -9%
EI
64
Ellevest Inc
New York
$211K +$185 +15 +0.1%
ECM
65
Evergreen Capital Management
Washington
$206K -$11.4K -929 -5%
Ameriprise
66
Ameriprise
Minnesota
$205K -$32.9K -2,669 -14%
Franklin Resources
67
Franklin Resources
California
$205K -$50K -4,055 -20%
FC
68
FCA Corp
Texas
$200K
FIM
69
Freedom Investment Management
Connecticut
$199K +$1.63K +132 +0.8%
MG
70
Mather Group
Illinois
$194K
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$194K -$21.4K -1,738 -10%
S
72
SignatureFD
Georgia
$187K -$6.43K -522 -3%
M&T Bank
73
M&T Bank
New York
$186K +$183K +14,880 New
PSP
74
Principal Street Partners
Tennessee
$185K
JWM
75
Janiczek Wealth Management
Colorado
$183K -$27.8K -2,259 -13%

PSO Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2024, worth a combined $227M — down 3.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 11 closed out — a net gain of 6 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.8M. The largest seller was Arrowstreet Capital, cutting an estimated $10.4M.

  • 141 institutional investors held Pearson (PSO) as of Q2 2024, up from 135 in Q1 2024.
  • Funds reported $227M of Pearson stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2024 was Bank of Montreal, an estimated $3.8M added.
  • The largest Pearson seller in Q2 2024 was Arrowstreet Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.