PSO icon

Pearson
PSO

Overview Fund Activity

129 hedge funds and large institutions have $190M invested in Pearson in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
39
Reduced
52
Closed
12
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$202K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.43M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.82M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.75M
4
OMC
Old Mission Capital
Illinois
$2.82M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.91M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$24.2M
2
Bank of America
Bank of America
North Carolina
$7.11M
3
Wells Fargo
Wells Fargo
California
$2.49M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
BlackRock
BlackRock
New York
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
76
Ellevest Inc
New York
$122K +$57.3K +5,084 +88%
CGL
77
Clarius Group LLC
Washington
$122K -$8.48K -752 -6%
S
78
SignatureFD
Georgia
$121K +$2.19K +194 +2%
QCG
79
Quadrant Capital Group
Ohio
$116K -$7.1K -630 -6%
KI
80
Kapitalo Investimentos
Brazil
$108K +$108K +9,600 New
JWM
81
Janiczek Wealth Management
Colorado
$106K -$1.1K -96 -1%
CQS
82
Credential Qtrade Securities
$100K -$60.6K -5,377 -38%
AA
83
Addison Advisors
Vermont
$70.3K +$25K +2,215 +55%
Citigroup
84
Citigroup
New York
$64.4K -$23.8K -2,115 -27%
HNB
85
Huntington National Bank
Ohio
$64.2K -$31.2K -2,764 -33%
HIA
86
Harbor Investment Advisory
Maryland
$64K -$43.6K -3,865 -40%
PA
87
Parallel Advisors
California
$53.9K -$15.1K -1,340 -22%
ACM
88
Aquatic Capital Management
Illinois
$46K +$46K +4,100 New
LC
89
Lindbrook Capital
California
$42.6K -$2.13K -189 -5%
CFGS
90
Concourse Financial Group Securities
Alabama
$42.5K -$710 -63 -2%
WT
91
Whittier Trust
California
$33.3K – – –
Dimensional Fund Advisors
92
Dimensional Fund Advisors
Texas
$26.2K -$818 -72,599 -3%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$26K +$2.95K +257 +13%
BTI
94
Blue Trust Inc
Georgia
$26K +$25.6K +2,728 +6,495%
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$24.5K +$24.5K +2,176 New
TPCW
96
TD Private Client Wealth
New York
$23.6K -$16.8K -1,491 -42%
EWA
97
EverSource Wealth Advisors
Alabama
$23.3K +$3.96K +351 +20%
BAM
98
Belpointe Asset Management
Nevada
$21.2K +$21.2K +1,882 New
GWS
99
Glassman Wealth Services
Virginia
$15.7K +$2.18K +193 +16%
Bessemer Group
100
Bessemer Group
New Jersey
$15K -$3.38K -290 -18%
2 3
4
5 6