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116 hedge funds and large institutions have $163M invested in Pearson in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $16K | Put options by funds: $11K

0.06% less ownership

Funds ownership: 2.22%2.16% (-0.06%)

1% less funds holding

Funds holding: 117116 (-1)

2% less capital invested

Capital invested by funds: $167M → $163M (-$3.91M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
52
Reduced
35
Closed
11
Calls
$16K
Puts
$11K
Net Calls
+$5K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$100K +$102K +9,485 New
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$86.1K +$4.29K +400 +5%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$80.1K +$81.4K +7,600 New
AA
79
Addison Advisors
Vermont
$73.8K +$2.36K +220 +3%
Lazard Asset Management
80
Lazard Asset Management
New York
$60K -$80K -7,469 -57%
PA
81
Parallel Advisors
California
$56.7K +$5.83K +544 +11%
Citigroup
82
Citigroup
New York
$53K +$279 +26 +0.5%
ACM
83
Aquatic Capital Management
Illinois
$50K +$31.1K +2,900 +161%
LC
84
Lindbrook Capital
California
$38.9K +$686 +64 +2%
WT
85
Whittier Trust
California
$31.2K
CFGS
86
Concourse Financial Group Securities
Alabama
$27.5K -$2.63K -245 -9%
BTI
87
Blue Trust Inc
Georgia
$22K -$579 -54 -3%
AF
88
Allworth Financial
California
$21.7K +$20.4K +1,904 +1,197%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$21K +$3.95K +369 +22%
EWA
90
EverSource Wealth Advisors
Alabama
$16.2K -$7.11K -664 -30%
GWS
91
Glassman Wealth Services
Virginia
$15.5K +$1.44K +134 +10%
AF
92
Advisornet Financial
Minnesota
$13.8K +$14K +1,309 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$11.2K -$3.32K -310 -23%
TRCT
94
Tower Research Capital (TRC)
New York
$9.32K -$5.06K -472 -35%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$9K +$4.28K +399 +92%
GIA
96
GHP Investment Advisors
Colorado
$7.4K +$64 +6 +0.9%
UB
97
UMB Bank
Missouri
$5.5K +$1.13K +105 +25%
ZB
98
Zions Bancorporation
Utah
$4.68K
EBA
99
Eagle Bay Advisors
New York
$4.61K
BIA
100
Bell Investment Advisors
California
$3.85K -$332 -31 -8%

PSO Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2023, worth a combined $163M — down 2.3% from $167M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSO and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 52 added.

The largest buyer was Goldman Sachs, adding an estimated $3.13M. The largest seller was JP Morgan Chase, cutting an estimated $5.01M.

  • 116 institutional investors held Pearson (PSO) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $163M of Pearson stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 10 funds opened new Pearson positions in Q3 2023 and 11 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2023 was Goldman Sachs, an estimated $3.13M added.
  • The largest Pearson seller in Q3 2023 was JP Morgan Chase, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2023.