Pearson
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$6.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.69M |
| 3 |
Morgan Stanley
New York
|
+$1.03M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$561K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$6.14M |
| 2 |
D.E. Shaw & Co
New York
|
-$2.48M |
| 3 |
Jane Street
New York
|
-$2.19M |
| 4 |
Lazard Asset Management
New York
|
-$1.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
126
Aquatic Capital Management
Chicago,
Illinois
| – | -$13K | -1,400 | Closed |
|
|
VVP
127
Venture Visionary Partners
Sylvania,
Ohio
| – | -$6.95K | -754 | Closed |
|
|
GWM
128
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -347 | Closed |
|
|
SWM
129
Spire Wealth Management
Mclean,
Virginia
| – | -$3K | -327 | Closed |
|
|
CS
130
Credit Suisse
Zurich,
Switzerland
| – | -$2K | -184 | Closed |
|
|
AW
131
ACG Wealth
Atlanta,
Georgia
| – | -$2K | -170 | Closed |
|
|
SSC
132
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$1K | -64 | Closed |
|
133
Group One Trading
Chicago,
Illinois
| – | +$498 | +50 | New |
|
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.