Pearson
111 hedge funds and large institutions have $178M invested in Pearson in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 57 reducing their positions, and 26 closing their positions.
0.21% less ownership
Funds ownership: 2.68% → 2.47% (-0.21%)
6% less capital invested
Capital invested by funds: $190M → $178M (-$11.5M)
14% less funds holding
Funds holding: 129 → 111 (-18)
54% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 57
65% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 26
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.05M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
+$5.01M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.38M |
| 4 |
Millennium Management
New York
|
+$2.51M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$23.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.28M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.25M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
126
Aquatic Capital Management
Chicago,
Illinois
| – | -$46K | -4,100 | Closed |
|
127
Bessemer Group
Woodbridge,
New Jersey
| – | -$15K | -1,289 | Closed |
|
128
First Manhattan
New York
| – | -$6.81K | -604 | Closed |
|
129
Rockefeller Capital Management
New York
| – | -$4K | -512 | Closed |
|
|
CS
130
Comerica Securities
Detroit,
Michigan
| – | -$4.62K | -410 | Closed |
|
|
WT
131
Washington Trust
Westerly,
Rhode Island
| – | -$2.6K | -231 | Closed |
|
|
ASN
132
Advisory Services Network
Atlanta,
Georgia
| – | -$2.03K | -180 | Closed |
|
|
LWP
133
Laurel Wealth Planning
Edina,
Minnesota
| – | -$1.54K | -137 | Closed |
|
|
ST
134
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$1K | -57 | Closed |
|
135
Group One Trading
Chicago,
Illinois
| – | -$564 | -50 | Closed |
|
|
LSA
136
Lansing Street Advisors
Ambler,
Pennsylvania
| – | -$372 | -33 | Closed |
|
|
MCC
137
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$361 | -32 | Closed |
|
PSO Hedge Fund Activity: Q1 2023 in Review
111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2023, worth a combined $178M — down 6.1% from $190M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of PSO and 9 opened new positions — a net loss of 17 holders — while 57 trimmed existing stakes and 26 added.
The largest buyer was Envestnet Asset Management, adding an estimated $6.05M. The largest seller was Lazard Asset Management, cutting an estimated $23.2M.
- 111 institutional investors held Pearson (PSO) as of Q1 2023, down from 129 in Q4 2022.
- Funds reported $178M of Pearson stock for Q1 2023, down 6.1% quarter-over-quarter.
- 9 funds opened new Pearson positions in Q1 2023 and 26 closed out, a net change of -17 holders.
- The largest Pearson buyer in Q1 2023 was Envestnet Asset Management, an estimated $6.05M added.
- The largest Pearson seller in Q1 2023 was Lazard Asset Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q1 2023.