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116 hedge funds and large institutions have $163M invested in Pearson in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $16K | Put options by funds: $11K

0.06% less ownership

Funds ownership: 2.22%2.16% (-0.06%)

1% less funds holding

Funds holding: 117116 (-1)

2% less capital invested

Capital invested by funds: $167M → $163M (-$3.91M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
52
Reduced
35
Closed
11
Calls
$16K
Puts
$11K
Net Calls
+$5K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
101
KB Financial Partners
New Jersey
$3K
BG
102
Bollard Group
Massachusetts
$3K +$21 +2 +0.8%
GRP
103
Global Retirement Partners
California
$2.71K +$504 +47 +22%
JWA
104
JFS Wealth Advisors
Pennsylvania
$2.59K +$64 +6 +3%
CCA
105
Column Capital Advisors
Indiana
$1.41K
NFSG
106
Newbridge Financial Services Group
Florida
$1.09K +$11 +1 +1%
GKIM
107
GW&K Investment Management
Massachusetts
$1K +$279 +26 +25%
TPCW
108
TD Private Client Wealth
New York
$906 -$2.91K -272 -76%
HI
109
Harbour Investments
Wisconsin
$833
Russell Investments Group
110
Russell Investments Group
United Kingdom
$643 -$1.63M -152,019 -100%
FGAM
111
Financial Gravity Asset Management
Texas
$441 +$300 +28 +280%
FFA
112
Farther Finance Advisors
California
$358
AWM
113
Abound Wealth Management
Tennessee
$338
BCM
114
Bourgeon Capital Management
Connecticut
$243 +$193 +18 +360%
TWD
115
True Wealth Design
Ohio
$201
HNB
116
Huntington National Bank
Ohio
$11
Connor, Clark & Lunn Investment Management (CC&L)
117
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.48M -141,468 Closed
Renaissance Technologies
118
Renaissance Technologies
New York
-$560K -53,400 Closed
YIH
119
Y-Intercept (HK)
Hong Kong
-$270K -25,754 Closed
SIS
120
Susquehanna International Securities
Ireland
-$256K -24,396 Closed
MMA
121
Miracle Mile Advisors
California
-$220K -21,000 Closed
VIA
122
Vident Investment Advisory
Georgia
-$149K -14,203 Closed
DTL
123
Dynamic Technology Lab
Singapore
-$147K -13,942 Closed
TI
124
Trexquant Investment
Connecticut
-$127K -12,086 Closed
GT
125
Greenleaf Trust
Michigan
-$110K -10,530 Closed

PSO Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2023, worth a combined $163M — down 2.3% from $167M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSO and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 52 added.

The largest buyer was Goldman Sachs, adding an estimated $3.13M. The largest seller was JP Morgan Chase, cutting an estimated $5.01M.

  • 116 institutional investors held Pearson (PSO) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $163M of Pearson stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 10 funds opened new Pearson positions in Q3 2023 and 11 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2023 was Goldman Sachs, an estimated $3.13M added.
  • The largest Pearson seller in Q3 2023 was JP Morgan Chase, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2023.