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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
Wells Fargo
101
Wells Fargo
California
$78.4K -$6.76K -504 -8%
HNB
102
Hilltop National Bank
Wyoming
$75.8K
GI
103
GAMMA Investing
California
$67.4K +$29.3K +2,186 +79%
EWA
104
EverSource Wealth Advisors
Alabama
$66.1K +$4.73K +353 +8%
Lazard Asset Management
105
Lazard Asset Management
New York
$54K
CH
106
Cromwell Holdings
Wyoming
$51K
LC
107
Lindbrook Capital
California
$49.5K -$1.42K -106 -3%
WSFS
108
Wilmington Savings Fund Society
Delaware
$47.3K +$46.7K +3,484 New
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$42.7K +$19.6K +1,462 +87%
WT
110
Whittier Trust
California
$40.1K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$38K -$24.4K -1,819 -39%
UBS Group
112
UBS Group
Switzerland
$37.2K -$1.49K -111 -4%
AF
113
Allworth Financial
California
$31.7K
CFGS
114
Concourse Financial Group Securities
Alabama
$28.1K -$2.29K -171 -8%
AssetMark Inc
115
AssetMark Inc
California
$25.6K -$496 -37 -2%
W
116
WealthCollab
Washington
$23.9K
Russell Investments Group
117
Russell Investments Group
United Kingdom
$20.3K +$11.8K +881 +144%
RIL
118
Rothschild Investment LLC
Illinois
$20.1K +$3.43K +256 +21%
FFA
119
Farther Finance Advisors
California
$19.9K +$4.57K +341 +30%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$19K +$8.8K +656 +93%
SAM
121
Smartleaf Asset Management
Massachusetts
$16.8K +$11.3K +840 +214%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$15.6K
BGAI
123
Bruce G. Allen Investments
Colorado
$15.2K
TRCT
124
Tower Research Capital (TRC)
New York
$13K -$14.9K -1,110 -54%
PPC
125
Park Place Capital
Alabama
$11K +$10.9K +810 New

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.