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141 hedge funds and large institutions have $227M invested in Pearson in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

4% more funds holding

Funds holding: 135141 (+6)

0.11% more ownership

Funds ownership: 2.61%2.72% (+0.11%)

3% less capital invested

Capital invested by funds: $235M → $227M (-$7.84M)

89% less call options, than puts

Call options by funds: $44K | Put options by funds: $391K

Holders
141
Holders Change
+6
Holders Change %
+4.44%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
57
Reduced
41
Closed
11
Calls
$44K
Puts
$391K
Net Calls
-$347K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
76
Great Waters Wealth Management
Minnesota
$181K
CA
77
Crane Advisory
California
$176K
SFA
78
Sequoia Financial Advisors
Ohio
$174K +$1.54K +125 +0.9%
QCG
79
Quadrant Capital Group
Ohio
$170K -$29.9K -2,426 -15%
UCFA
80
United Capital Financial Advisors
Texas
$167K -$6.27K -509 -4%
CL
81
Choreo LLC
Illinois
$162K +$161K +13,053 New
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$160K -$15.3K -1,238 -9%
Osaic Holdings
83
Osaic Holdings
Arizona
$155K +$44.4K +3,607 +41%
ACM
84
Aquatic Capital Management
Illinois
$146K +$144K +11,700 New
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$144K +$15.8K +1,281 +13%
YCM
86
Yousif Capital Management
Michigan
$135K -$11.4K -925 -8%
LSAG
87
Lake Street Advisors Group
New Hampshire
$133K -$27.5K -2,231 -17%
SI
88
Seeds Investor
New York
$132K +$131K +10,596 New
PA
89
Parallel Advisors
California
$96.6K +$616 +50 +0.7%
AA
90
Addison Advisors
Vermont
$92.5K +$3.61K +293 +4%
BTI
91
Blue Trust Inc
Georgia
$80.1K +$69.9K +5,676 +1,374%
Wells Fargo
92
Wells Fargo
California
$78.4K -$25.6K -2,081 -25%
HNB
93
Hilltop National Bank
Wyoming
$69.7K
Citigroup
94
Citigroup
New York
$63K -$5.86K -476 -9%
EWA
95
EverSource Wealth Advisors
Alabama
$61K +$25.8K +2,096 +87%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$58K +$10.5K +855 +23%
JP Morgan Chase
97
JP Morgan Chase
New York
$55.4K +$7.13K +579 +15%
Lazard Asset Management
98
Lazard Asset Management
New York
$50K
CH
99
Cromwell Holdings
Wyoming
$46.9K +$46.3K +3,761 New
LC
100
Lindbrook Capital
California
$46.8K +$296 +24 +0.6%

PSO Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2024, worth a combined $227M — down 3.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 11 closed out — a net gain of 6 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.8M. The largest seller was Arrowstreet Capital, cutting an estimated $10.4M.

  • 141 institutional investors held Pearson (PSO) as of Q2 2024, up from 135 in Q1 2024.
  • Funds reported $227M of Pearson stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2024 was Bank of Montreal, an estimated $3.8M added.
  • The largest Pearson seller in Q2 2024 was Arrowstreet Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.