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151 hedge funds and large institutions have $248M invested in Pearson in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $227M → $248M (+$20.6M)

7% more funds holding

Funds holding: 141151 (+10)

0.01% less ownership

Funds ownership: 2.72%2.71% (-0.01%)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $384K

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
63
Reduced
35
Closed
11
Calls
$4K
Puts
$384K
Net Calls
-$380K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$207K +$145K +10,841 +244%
M&T Bank
77
M&T Bank
New York
$205K +$2.88K +215 +1%
FIM
78
Freedom Investment Management
Connecticut
$200K -$16.1K -1,202 -8%
MG
79
Mather Group
Illinois
$200K
GWWM
80
Great Waters Wealth Management
Minnesota
$197K
TC
81
TownSquare Capital
Utah
$195K +$193K +14,387 New
GWM
82
Gitterman Wealth Management
New Jersey
$192K +$189K +14,121 New
QCG
83
Quadrant Capital Group
Ohio
$190K +$4.61K +344 +3%
EGM
84
Engineers Gate Manager
New York
$189K +$187K +13,961 New
UCFA
85
United Capital Financial Advisors
Texas
$189K +$8.15K +608 +5%
PSP
86
Principal Street Partners
Tennessee
$185K
CA
87
Crane Advisory
California
$183K
SFA
88
Sequoia Financial Advisors
Ohio
$176K -$13.1K -978 -7%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$168K +$11.9K +890 +8%
SI
90
Seeds Investor
New York
$166K +$22.2K +1,656 +16%
CL
91
Choreo LLC
Illinois
$159K -$18K -1,346 -10%
GT
92
Glenmede Trust
Pennsylvania
$149K +$147K +10,983 New
YCM
93
Yousif Capital Management
Michigan
$146K
LSAG
94
Lake Street Advisors Group
New Hampshire
$146K +$1.25K +93 +0.9%
CG
95
Caprock Group
Idaho
$146K +$144K +10,764 New
Truist Financial
96
Truist Financial
North Carolina
$139K +$137K +10,217 New
Osaic Holdings
97
Osaic Holdings
Arizona
$138K -$30.3K -2,257 -18%
Citigroup
98
Citigroup
New York
$125K +$55.5K +4,142 +82%
PA
99
Parallel Advisors
California
$123K +$17.5K +1,308 +17%
AA
100
Addison Advisors
Vermont
$102K +$1.29K +96 +1%

PSO Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2024, worth a combined $248M — up 9.1% from $227M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSO positions and 11 closed out — a net gain of 11 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Renaissance Group, opening a new position worth an estimated $6.32M. The largest seller was Optiver Holding, cutting an estimated $3.9M.

  • 151 institutional investors held Pearson (PSO) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $248M of Pearson stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 22 funds opened new Pearson positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest Pearson buyer in Q3 2024 was Renaissance Group, an estimated $6.32M added.
  • The largest Pearson seller in Q3 2024 was Optiver Holding, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2024.