We are live on ! Find out more

123 hedge funds and large institutions have $189M invested in Pearson in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 2.8%2.77% (-0.03%)

4% less funds holding

Funds holding: 128123 (-5)

12% less capital invested

Capital invested by funds: $213M → $189M (-$24.6M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
49
Closed
21
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$66K +$714 +74 +1%
HNB
77
Huntington National Bank
Ohio
$51K +$46.6K +4,826 +692%
CFGS
78
Concourse Financial Group Securities
Alabama
$39K -$7.19K -745 -15%
PA
79
Parallel Advisors
California
$39K -$87 -9 -0.2%
IA
80
IFP Advisors
Florida
$34K
TPCW
81
TD Private Client Wealth
New York
$32.9K
AA
82
Addison Advisors
Vermont
$31K +$2.17K +225 +7%
LC
83
Lindbrook Capital
California
$30K -$7.88K -817 -20%
PCG
84
Private Capital Group
Connecticut
$26K +$2.87K +297 +12%
EI
85
Ellevest Inc
New York
$26K +$12.2K +1,261 +79%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.3K +238 +13%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$16K +$1.28K +133 +8%
GIA
88
GHP Investment Advisors
Colorado
$13K +$116 +12 +0.8%
ACM
89
Aquatic Capital Management
Illinois
$13K +$13.5K +1,400 New
Bessemer Group
90
Bessemer Group
New Jersey
$12K -$1.6K -166 -11%
CCA
91
Column Capital Advisors
Indiana
$12K
GWS
92
Glassman Wealth Services
Virginia
$10K +$251 +26 +3%
GRP
93
Global Retirement Partners
California
$9K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$8K +$2.46K +255 +43%
EBA
95
Eagle Bay Advisors
New York
$7.01K +$7.33K +760 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$7K
VVP
97
Venture Visionary Partners
Ohio
$6.95K +$7.28K +754 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$5K +$1.33K +138 +24%
WTA
99
Washington Trust Advisors
Massachusetts
$4K -$5.67K -587 -56%
EWA
100
EverSource Wealth Advisors
Alabama
$4K

PSO Hedge Fund Activity: Q2 2022 in Review

123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2022, worth a combined $189M — down 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSO and 18 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Marshall Wace, cutting an estimated $5.15M.

  • 123 institutional investors held Pearson (PSO) as of Q2 2022, down from 128 in Q1 2022.
  • Funds reported $189M of Pearson stock for Q2 2022, down 12% quarter-over-quarter.
  • 18 funds opened new Pearson positions in Q2 2022 and 21 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q2 2022 was Morgan Stanley, an estimated $24.3M added.
  • The largest Pearson seller in Q2 2022 was Marshall Wace, an estimated $5.15M sold.

Based on aggregated 13F filings for Q2 2022.