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Pearson
PSO

Overview Fund Activity

117 hedge funds and large institutions have $167M invested in Pearson in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
37
Reduced
38
Closed
13
Calls
$60K
Puts
–
Net Calls
+$60K
Net Calls Change
+$69K

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
$10.1M
2
OMC
Old Mission Capital
Illinois
$1.92M
3
BlackRock
BlackRock
New York
$15.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$560K
5
HighTower Advisors
HighTower Advisors
Illinois
$665K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Goldman Sachs
Goldman Sachs
New York
$18.9M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
101
Bell Investment Advisors
California
$4.15K -$1.11K -106 -21%
TPCW
102
TD Private Client Wealth
New York
$3.75K – – –
KFP
103
KB Financial Partners
New Jersey
$3K – – –
BG
104
Bollard Group
Massachusetts
$3K +$3K +243 New
FGAM
105
Financial Gravity Asset Management
Texas
$2.77K – – –
JWA
106
JFS Wealth Advisors
Pennsylvania
$2.52K – – –
GRP
107
Global Retirement Partners
California
$2.2K – – –
AF
108
Allworth Financial
California
$1.67K -$702 -67 -30%
CCA
109
Column Capital Advisors
Indiana
$1.4K – – –
NFSG
110
Newbridge Financial Services Group
Florida
$1.08K +$21 +2 +2%
GKIM
111
GW&K Investment Management
Massachusetts
$1K +$1K +104 New
HI
112
Harbour Investments
Wisconsin
$828 +$828 +79 New
FFA
113
Farther Finance Advisors
California
$356 – – –
AWM
114
Abound Wealth Management
Tennessee
$336 +$336 +32 New
TWD
115
True Wealth Design
Ohio
$200 – – –
BCM
116
Bourgeon Capital Management
Connecticut
$53 – – –
HNB
117
Huntington National Bank
Ohio
$10 – – –
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
– -$5.34M -510,982 Closed
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
– -$2.53M -242,259 Closed
CCIA
120
Campbell & Co Investment Adviser
Maryland
– -$2.17M -207,649 Closed
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
– -$228K -21,861 Closed
WA
122
Wealth Architects
California
– -$126K -12,031 Closed
Allspring Global Investments
123
Allspring Global Investments
North Carolina
– -$13.3K -1,275 Closed
QT
124
Quantbot Technologies
New York
– -$10.4K -999 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
– -$6.56K -628 Closed
2 3 4
5
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