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117 hedge funds and large institutions have $167M invested in Pearson in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 111117 (+6)

0.25% less ownership

Funds ownership: 2.47%2.22% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

6% less capital invested

Capital invested by funds: $178M → $167M (-$11.5M)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
38
Closed
13
Calls
$60K
Puts
Net Calls
+$60K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
EI
76
Ellevest Inc
New York
$107K -$5.2K -504 -5%
QCG
77
Quadrant Capital Group
Ohio
$106K +$8.07K +782 +8%
IA
78
IFP Advisors
Florida
$105K -$4.36K -423 -4%
S
79
SignatureFD
Georgia
$103K +$3.92K +380 +4%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$81.4K +$80.1K +7,769 New
AA
81
Addison Advisors
Vermont
$71.1K +$5.33K +517 +8%
Citigroup
82
Citigroup
New York
$52.4K -$1K -97 -2%
PA
83
Parallel Advisors
California
$50.7K +$1.69K +164 +4%
LC
84
Lindbrook Capital
California
$38.1K -$1.18K -114 -3%
WT
85
Whittier Trust
California
$31K
CFGS
86
Concourse Financial Group Securities
Alabama
$30K -$3.4K -330 -10%
EWA
87
EverSource Wealth Advisors
Alabama
$23.1K +$557 +54 +3%
BTI
88
Blue Trust Inc
Georgia
$22K -$6.87K -666 -24%
ACM
89
Aquatic Capital Management
Illinois
$19K +$18.6K +1,800 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$17K -$2.81K -272 -14%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$14.4K
TRCT
92
Tower Research Capital (TRC)
New York
$14.2K -$14.5K -1,408 -51%
GWS
93
Glassman Wealth Services
Virginia
$14K +$72 +7 +0.5%
Bessemer Group
94
Bessemer Group
New Jersey
$9K +$8.82K +855 New
GIA
95
GHP Investment Advisors
Colorado
$7.05K +$124 +12 +2%
FHA
96
First Horizon Advisors
Tennessee
$6.71K
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$5K -$8.18K -793 -65%
ZB
98
Zions Bancorporation
Utah
$4.65K -$877 -85 -16%
EBA
99
Eagle Bay Advisors
New York
$4.58K
UB
100
UMB Bank
Missouri
$4.37K +$3.73K +362 +658%

PSO Hedge Fund Activity: Q2 2023 in Review

117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2023, worth a combined $167M — down 6.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSO positions and 13 closed out — a net gain of 6 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Optiver Holding, adding an estimated $6.76M. The largest seller was Envestnet Asset Management, cutting an estimated $6.18M.

  • 117 institutional investors held Pearson (PSO) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $167M of Pearson stock for Q2 2023, down 6.5% quarter-over-quarter.
  • 19 funds opened new Pearson positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2023 was Optiver Holding, an estimated $6.76M added.
  • The largest Pearson seller in Q2 2023 was Envestnet Asset Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2023.