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123 hedge funds and large institutions have $189M invested in Pearson in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 2.8%2.77% (-0.03%)

4% less funds holding

Funds holding: 128123 (-5)

12% less capital invested

Capital invested by funds: $213M → $189M (-$24.6M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
49
Closed
21
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Washington Trust
Rhode Island
$4K +$164 +17 +4%
BIA
102
Bell Investment Advisors
California
$4K +$4.39K +455 New
SWM
103
Spire Wealth Management
Virginia
$3K -$3.16K -327 -50%
GWM
104
Geneos Wealth Management
Colorado
$3K -$1.55K -161 -32%
KFP
105
KB Financial Partners
New Jersey
$3K
FPS
106
Fieldpoint Private Securities
Connecticut
$2K -$2.03K -210 -47%
JWA
107
JFS Wealth Advisors
Pennsylvania
$2K +$627 +65 +41%
AW
108
ACG Wealth
Georgia
$2K +$1.64K +170 New
CS
109
Credit Suisse
Switzerland
$2K +$1.78K +184 New
CWM
110
Castle Wealth Management
Florida
$2K +$2.06K +214 New
TRCT
111
Tower Research Capital (TRC)
New York
$2K +$2.1K +218 New
UB
112
UMB Bank
Missouri
$1K -$3.71K -385 -71%
EW
113
Evoke Wealth
California
$1K
LWP
114
Laurel Wealth Planning
Minnesota
$1K
SSC
115
Syverson Strege & Co
Iowa
$1K +$10 +1 +2%
SC
116
Schubert & Co
Texas
$1K +$946 +98 New
NFSG
117
Newbridge Financial Services Group
Florida
$1K +$965 +100 New
AF
118
Allworth Financial
California
$1K +$1.55K +161 New
FGAM
119
Financial Gravity Asset Management
Texas
$361 -$1.88K -195 -81%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$213 -$12.4K -1,283 -6%
Renaissance Technologies
121
Renaissance Technologies
New York
-$2.34M -234,800 Closed
Millennium Management
122
Millennium Management
New York
-$2M -200,629 Closed
CSS
123
Cubist Systematic Strategies
Connecticut
-$950K -95,335 Closed
FCH
124
Freestone Capital Holdings
Washington
-$685K -68,667 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$588K -58,943 Closed

PSO Hedge Fund Activity: Q2 2022 in Review

123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2022, worth a combined $189M — down 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSO and 18 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Marshall Wace, cutting an estimated $5.15M.

  • 123 institutional investors held Pearson (PSO) as of Q2 2022, down from 128 in Q1 2022.
  • Funds reported $189M of Pearson stock for Q2 2022, down 12% quarter-over-quarter.
  • 18 funds opened new Pearson positions in Q2 2022 and 21 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q2 2022 was Morgan Stanley, an estimated $24.3M added.
  • The largest Pearson seller in Q2 2022 was Marshall Wace, an estimated $5.15M sold.

Based on aggregated 13F filings for Q2 2022.