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Pearson
PSO

122 hedge funds and large institutions have $195M invested in Pearson in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $189M → $195M (+$5.96M)

0.03% more ownership

Funds ownership: 2.77% → 2.8% (+0.03%)

1% less funds holding

Funds holding: 123 → 122 (-1)

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
52
Reduced
32
Closed
14
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$6.29M
2
UBS Group
UBS Group
Switzerland
+$2.69M
3
Morgan Stanley
Morgan Stanley
New York
+$1.03M
4
Mariner
Mariner
Kansas
+$561K
5
OMC
Old Mission Capital
Illinois
+$496K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$6.14M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.48M
3
Jane Street
Jane Street
New York
-$2.19M
4
Lazard Asset Management
Lazard Asset Management
New York
-$1.13M
5
Bank of America
Bank of America
North Carolina
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
101
Bell Investment Advisors
California
$4K -$20 -2 -0.4%
WTA
102
Washington Trust Advisors
Massachusetts
$4K – – –
WT
103
Washington Trust
Rhode Island
$4K +$299 +30 +7%
CCM
104
Covington Capital Management
California
$4K +$4.35K +437 New
KFP
105
KB Financial Partners
New Jersey
$3K – – –
JWA
106
JFS Wealth Advisors
Pennsylvania
$3K +$1.38K +139 +62%
AF
107
Allworth Financial
California
$2K – – –
CWM
108
Castle Wealth Management
Florida
$2K – – –
UB
109
UMB Bank
Missouri
$1K -$1.04K -105 -66%
EW
110
Evoke Wealth
California
$1K – – –
LWP
111
Laurel Wealth Planning
Minnesota
$1K – – –
NFSG
112
Newbridge Financial Services Group
Florida
$1K +$10 +1 +1%
SC
113
Schubert & Co
Texas
$1K +$209 +21 +21%
GI
114
Gradient Investments
Minnesota
$1K +$657 +66 New
SCA
115
Stonebridge Capital Advisors
Minnesota
$1K +$786 +79 New
BBHC
116
Brown Brothers Harriman & Co
New York
$1K +$936 +94 New
FGAM
117
Financial Gravity Asset Management
Texas
$374 +$50 +5 +11%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$228 +$2.43K +244 +1%
Citadel Advisors
119
Citadel Advisors
Florida
– -$395K -42,827 Closed
SSA
120
Schonfeld Strategic Advisors
New York
– -$264K -28,600 Closed
AIM
121
ARK Investment Management
Florida
– -$166K -17,296 Closed
OWM
122
OneAscent Wealth Management
Alabama
– -$137K -14,867 Closed
VAS
123
Vestmark Advisory Solutions
Massachusetts
– -$108K -11,673 Closed
OFS
124
OneAscent Financial Services
Alabama
– -$108K -11,672 Closed
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
– -$16K -1,760 Closed
2 3 4
5
6

PSO Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2022, worth a combined $195M — up 3.2% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 14 closed out — a net gain of 3 holders — while 52 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.29M. The largest seller was Marshall Wace, cutting an estimated $6.14M.

  • 122 institutional investors held Pearson (PSO) as of Q3 2022, down from 123 in Q2 2022.
  • Funds reported $195M of Pearson stock for Q3 2022, up 3.2% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q3 2022 and 14 closed out, a net change of +3 holders.
  • The largest Pearson buyer in Q3 2022 was Goldman Sachs, an estimated $6.29M added.
  • The largest Pearson seller in Q3 2022 was Marshall Wace, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2022.