We are live on ! Find out more

122 hedge funds and large institutions have $195M invested in Pearson in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $189M → $195M (+$5.96M)

0.03% more ownership

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

1% less funds holding

Funds holding: 123122 (-1)

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
52
Reduced
32
Closed
14
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$91K
JP Morgan Chase
77
JP Morgan Chase
New York
$84K +$1.49K +150 +2%
HNB
78
Huntington National Bank
Ohio
$81K +$29.3K +2,939 +53%
Citigroup
79
Citigroup
New York
$75K +$6.01K +604 +8%
PA
80
Parallel Advisors
California
$58K +$18.9K +1,903 +45%
EI
81
Ellevest Inc
New York
$55K +$29K +2,912 +102%
AA
82
Addison Advisors
Vermont
$38K +$6.1K +613 +18%
LC
83
Lindbrook Capital
California
$38K +$6.89K +692 +21%
CFGS
84
Concourse Financial Group Securities
Alabama
$37K -$3.81K -383 -9%
WFA
85
Wipfli Financial Advisors
Wisconsin
$36K +$37.6K +3,777 New
TPCW
86
TD Private Client Wealth
New York
$34.2K +$109 +11 +0.3%
WT
87
Whittier Trust
California
$28K +$29.4K +2,957 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$19K -$1.28K -129 -6%
EWA
89
EverSource Wealth Advisors
Alabama
$17K +$12.6K +1,261 +275%
Bessemer Group
90
Bessemer Group
New Jersey
$15K +$2.89K +290 +22%
GIA
91
GHP Investment Advisors
Colorado
$14K +$50 +5 +0.3%
CCA
92
Column Capital Advisors
Indiana
$12K
TRCT
93
Tower Research Capital (TRC)
New York
$12K +$10.2K +1,025 +470%
GRP
94
Global Retirement Partners
California
$11K +$458 +46 +5%
GWS
95
Glassman Wealth Services
Virginia
$11K +$1.61K +162 +16%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$8K +$508 +51 +7%
EBA
97
Eagle Bay Advisors
New York
$7K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$6K -$2.69K -270 -32%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$5.73K +$5.97K +600 New
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$4K -$1.09K -110 -16%

PSO Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2022, worth a combined $195M — up 3.2% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 14 closed out — a net gain of 3 holders — while 52 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.29M. The largest seller was Marshall Wace, cutting an estimated $6.14M.

  • 122 institutional investors held Pearson (PSO) as of Q3 2022, down from 123 in Q2 2022.
  • Funds reported $195M of Pearson stock for Q3 2022, up 3.2% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q3 2022 and 14 closed out, a net change of +3 holders.
  • The largest Pearson buyer in Q3 2022 was Goldman Sachs, an estimated $6.29M added.
  • The largest Pearson seller in Q3 2022 was Marshall Wace, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2022.