Pearson
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.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
5% more funds holding
Funds holding: 111 → 117 (+6)
0.25% less ownership
Funds ownership: 2.47% → 2.22% (-0.25%)
3% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 38
6% less capital invested
Capital invested by funds: $178M → $167M (-$11.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Optiver Holding
Amsterdam,
Netherlands
|
+$6.76M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.48M |
| 3 |
BlackRock
New York
|
+$787K |
| 4 |
Renaissance Technologies
New York
|
+$551K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.18M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.34M |
| 3 |
Goldman Sachs
New York
|
-$4.4M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$2.97M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
126
Belpointe Asset Management
Reno,
Nevada
| – | -$4.02K | -385 | Closed |
|
127
Simplex Trading
Chicago,
Illinois
| – | -$3.66K | -355 | Closed |
|
|
SSC
128
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$2.93K | -280 | Closed |
|
|
SC
129
Schubert & Co
Mckinney,
Texas
| – | -$1.1K | -105 | Closed |
|
|
BAAM
130
Baker Avenue Asset Management
San Francisco,
California
| – | -$585 | -56 | Closed |
|
PSO Hedge Fund Activity: Q2 2023 in Review
117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2023, worth a combined $167M — down 6.5% from $178M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PSO positions and 13 closed out — a net gain of 6 holders — while 37 added to existing stakes and 38 trimmed.
The largest buyer was Optiver Holding, adding an estimated $6.76M. The largest seller was Envestnet Asset Management, cutting an estimated $6.18M.
- 117 institutional investors held Pearson (PSO) as of Q2 2023, up from 111 in Q1 2023.
- Funds reported $167M of Pearson stock for Q2 2023, down 6.5% quarter-over-quarter.
- 19 funds opened new Pearson positions in Q2 2023 and 13 closed out, a net change of +6 holders.
- The largest Pearson buyer in Q2 2023 was Optiver Holding, an estimated $6.76M added.
- The largest Pearson seller in Q2 2023 was Envestnet Asset Management, an estimated $6.18M sold.
Based on aggregated 13F filings for Q2 2023.