Pearson
125 hedge funds and large institutions have $214M invested in Pearson in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
53% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 32
31% more capital invested
Capital invested by funds: $163M → $214M (+$51M)
8% more funds holding
Funds holding: 116 → 125 (+9)
0.33% more ownership
Funds ownership: 2.16% → 2.49% (+0.33%)
97% less call options, than puts
Call options by funds: $10K | Put options by funds: $331K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.97M |
| 3 |
Goldman Sachs
New York
|
+$1.66M |
| 4 |
BlackRock
New York
|
+$1.32M |
| 5 |
Renaissance Technologies
New York
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.47M |
| 2 |
Optiver Holding
Amsterdam,
Netherlands
|
-$5.12M |
| 3 |
1M
13D Management
New York
|
-$3.69M |
| 4 |
HJIM
Henry James International Management
New York
|
-$886K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$637K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Jane Street
New York
| – | -$9.47M | -898,675 | Closed |
|
127
Millennium Management
New York
| – | -$554K | -52,566 | Closed |
|
|
HIMCH
128
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| – | -$536K | -50,897 | Closed |
|
|
SGI
129
Summit Global Investments
Bountiful,
Utah
| – | -$245K | -23,258 | Closed |
|
130
Marshall Wace
London,
United Kingdom
| – | -$224K | -21,279 | Closed |
|
|
RA
131
RFG Advisory
Birmingham,
Alabama
| – | -$131K | -12,467 | Closed |
|
|
OMC
132
Old Mission Capital
Chicago,
Illinois
| – | -$107K | -10,133 | Closed |
|
133
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$100K | -9,485 | Closed |
|
134
BNP Paribas Financial Markets
Paris,
France
| – | -$80.1K | -7,600 | Closed |
|
|
BG
135
Bollard Group
Boston,
Massachusetts
| – | -$3K | -245 | Closed |
|
PSO Hedge Fund Activity: Q4 2023 in Review
125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2023, worth a combined $214M — up 31% from $163M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PSO positions and 10 closed out — a net gain of 12 holders — while 49 added to existing stakes and 32 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.2M. The largest seller was Jane Street, exiting entirely with an estimated $9.47M sold.
- 125 institutional investors held Pearson (PSO) as of Q4 2023, up from 116 in Q3 2023.
- Funds reported $214M of Pearson stock for Q4 2023, up 31% quarter-over-quarter.
- 22 funds opened new Pearson positions in Q4 2023 and 10 closed out, a net change of +12 holders.
- The largest Pearson buyer in Q4 2023 was Morgan Stanley, an estimated $28.2M added.
- The largest Pearson seller in Q4 2023 was Jane Street, an estimated $9.47M sold.
Based on aggregated 13F filings for Q4 2023.