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151 hedge funds and large institutions have $248M invested in Pearson in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $227M → $248M (+$20.6M)

7% more funds holding

Funds holding: 141151 (+10)

0.01% less ownership

Funds ownership: 2.72%2.71% (-0.01%)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $384K

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
63
Reduced
35
Closed
11
Calls
$4K
Puts
$384K
Net Calls
-$380K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
51
JNBA Financial Advisors
Minnesota
$382K +$116K +8,659 +44%
ACA
52
Atlas Capital Advisors
Wyoming
$379K -$3.46K -258 -0.9%
QCM
53
QRG Capital Management
Illinois
$337K +$103K +7,693 +45%
BCM
54
Barometer Capital Management
Ontario, Canada
$337K
APF
55
Alaska Permanent Fund
Alaska
$325K
FTDI
56
First Trust Direct Indexing
Massachusetts
$324K -$9.35K -697 -3%
SC
57
Syon Capital
California
$319K -$3.25K -242 -1%
BTI
58
Blue Trust Inc
Georgia
$314K +$256K +19,109 +314%
Jane Street
59
Jane Street
New York
$313K -$701K -52,311 -69%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$308K -$21.6K -1,611 -7%
EI
61
Ellevest Inc
New York
$292K +$61.8K +4,608 +27%
AP
62
Advisors Preferred
Maryland
$288K +$284K +21,174 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$269K +$265K +19,790 New
Ameriprise
64
Ameriprise
Minnesota
$247K +$23.5K +1,752 +11%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$242K +$34K +2,532 +16%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$239K +$64.7K +4,827 +38%
AI
67
Atria Investments
North Carolina
$235K -$35K -2,611 -13%
ECM
68
Evergreen Capital Management
Washington
$232K +$8.15K +608 +4%
S
69
SignatureFD
Georgia
$230K +$26K +1,939 +13%
FAFN
70
First Affirmative Financial Network
Colorado
$227K -$21.5K -1,606 -9%
CHP
71
Cable Hill Partners
Oregon
$225K +$222K +16,584 New
Franklin Resources
72
Franklin Resources
California
$222K +$1.37K +102 +0.6%
FC
73
FCA Corp
Texas
$217K
SGI
74
Summit Global Investments
Utah
$208K +$206K +15,344 New
CC
75
Callan Capital
California
$208K +$206K +15,327 New

PSO Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2024, worth a combined $248M — up 9.1% from $227M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSO positions and 11 closed out — a net gain of 11 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Group, opening a new position worth an estimated $6.32M. The largest seller was Optiver Holding, cutting an estimated $3.9M.

  • 151 institutional investors held Pearson (PSO) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $248M of Pearson stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 22 funds opened new Pearson positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q3 2024 was Renaissance Group, an estimated $6.32M added.
  • The largest Pearson seller in Q3 2024 was Optiver Holding, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2024.