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123 hedge funds and large institutions have $189M invested in Pearson in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 2.8%2.77% (-0.03%)

4% less funds holding

Funds holding: 128123 (-5)

12% less capital invested

Capital invested by funds: $213M → $189M (-$24.6M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
40
Reduced
49
Closed
21
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
-$893K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$36.3M -$1.54M -159,817 -4%
Morgan Stanley
2
Morgan Stanley
New York
$24.5M +$24.3M +2,522,659 +1,834%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.3M -$350K -36,247 -1%
Goldman Sachs
4
Goldman Sachs
New York
$15.5M +$1.67M +172,538 +11%
BlackRock
5
BlackRock
New York
$13.9M -$1.49M -154,831 -9%
Bank of America
6
Bank of America
North Carolina
$10M -$148K -15,342 -1%
Jane Street
7
Jane Street
New York
$9.55M +$10M +1,036,139 New
1M
8
13D Management
New York
$7.47M +$486K +50,360 +7%
Marshall Wace
9
Marshall Wace
United Kingdom
$6.81M -$5.15M -534,076 -42%
HJIM
10
Henry James International Management
New York
$4.58M +$140K +14,508 +3%
Northern Trust
11
Northern Trust
Illinois
$3.78M -$33.4K -3,463 -0.8%
Wells Fargo
12
Wells Fargo
California
$3.65M -$127K -13,143 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.86M -$684K -70,886 -19%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$2.78M -$3.94M -407,853 -58%
UBS Group
15
UBS Group
Switzerland
$2.2M +$2.25M +232,847 +4,040%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.93M -$32.6K -3,382 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.48M +$5.95K +616 +0.4%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.46M +$18.5K +1,915 +1%
Ameriprise
19
Ameriprise
Minnesota
$1.25M -$321K -33,244 -20%
RFC
20
Regions Financial Corp
Alabama
$1.16M -$306K -31,687 -20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$914K +$66.5K +6,891 +7%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$755K +$109K +11,339 +16%
CGH
23
Crossmark Global Holdings
Texas
$718K -$2.55K -264 -0.3%
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$551K -$101K -10,447 -15%
VCA
25
Verdence Capital Advisors
Maryland
$514K +$28.4K +2,947 +6%

PSO Hedge Fund Activity: Q2 2022 in Review

123 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2022, worth a combined $189M — down 12% from $213M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSO and 18 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Marshall Wace, cutting an estimated $5.15M.

  • 123 institutional investors held Pearson (PSO) as of Q2 2022, down from 128 in Q1 2022.
  • Funds reported $189M of Pearson stock for Q2 2022, down 12% quarter-over-quarter.
  • 18 funds opened new Pearson positions in Q2 2022 and 21 closed out, a net change of -3 holders.
  • The largest Pearson buyer in Q2 2022 was Morgan Stanley, an estimated $24.3M added.
  • The largest Pearson seller in Q2 2022 was Marshall Wace, an estimated $5.15M sold.

Based on aggregated 13F filings for Q2 2022.