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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
IA
126
IFP Advisors
Florida
$9.91K -$5.67K -423 -37%
GIA
127
GHP Investment Advisors
Colorado
$9.37K +$67 +5 +0.7%
EBA
128
Eagle Bay Advisors
New York
$5.93K
UB
129
UMB Bank
Missouri
$5.6K -$684 -51 -11%
BIA
130
Bell Investment Advisors
California
$5.25K
AWM
131
Avior Wealth Management
Nebraska
$4.82K
Jones Financial Companies
132
Jones Financial Companies
Missouri
$4.77K +$4.69K +350 New
ZB
133
Zions Bancorporation
Utah
$4.29K
GWM
134
Geneos Wealth Management
Colorado
$4.29K +$4.24K +316 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$3.58K
GRP
136
Global Retirement Partners
California
$3.49K
NA
137
NewEdge Advisors
Louisiana
$3.3K +$13 +1 +0.4%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$3.2K
Bessemer Group
139
Bessemer Group
New Jersey
$3K +$3.18K +237 New
CFO
140
CVA Family Office
Colorado
$2.59K
GKIM
141
GW&K Investment Management
Massachusetts
$2K -$577 -43 -25%
CYG
142
Clean Yield Group
Vermont
$1.86K +$1.84K +137 New
GBT
143
Grove Bank & Trust
Florida
$1.7K +$1.68K +125 New
VWM
144
Valley Wealth Managers
New Jersey
$1.47K +$1.45K +108 New
TPCW
145
TD Private Client Wealth
New York
$1.17K
HI
146
Harbour Investments
Wisconsin
$1.07K
PS
147
Principal Securities
Iowa
$1.06K +$496 +37 +90%
LFG
148
Larson Financial Group
Missouri
$841
TWD
149
True Wealth Design
Ohio
$584
MFG
150
Mendota Financial Group
Wisconsin
$313 +$107 +8 +53%

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.