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122 hedge funds and large institutions have $195M invested in Pearson in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $189M → $195M (+$5.96M)

0.03% more ownership

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

1% less funds holding

Funds holding: 123122 (-1)

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
52
Reduced
32
Closed
14
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$36.6M -$1.13M -113,355 -3%
Morgan Stanley
2
Morgan Stanley
New York
$26.4M +$1.03M +103,130 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.9M -$196K -19,726 -0.8%
Goldman Sachs
4
Goldman Sachs
New York
$22.1M +$6.29M +632,444 +38%
BlackRock
5
BlackRock
New York
$14.4M +$63.9K +6,420 +0.4%
Bank of America
6
Bank of America
North Carolina
$9.93M -$460K -46,191 -4%
Jane Street
7
Jane Street
New York
$7.79M -$2.19M -219,895 -21%
1M
8
13D Management
New York
$7.74M
UBS Group
9
UBS Group
Switzerland
$4.86M +$2.69M +270,598 +113%
HJIM
10
Henry James International Management
New York
$4.74M -$129 -13 -0%
Northern Trust
11
Northern Trust
Illinois
$4.07M +$166K +16,716 +4%
Wells Fargo
12
Wells Fargo
California
$3.59M -$204K -20,490 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.13M +$180K +18,037 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.03M +$35.6K +3,580 +2%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.64M +$131K +13,170 +8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1.61M +$78.7K +7,904 +5%
Ameriprise
17
Ameriprise
Minnesota
$1.26M -$26.2K -2,630 -2%
RFC
18
Regions Financial Corp
Alabama
$1.18M -$24.3K -2,437 -2%
Marshall Wace
19
Marshall Wace
United Kingdom
$1.16M -$6.14M -616,932 -84%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$979K +$494K +49,589 +94%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$934K -$14.3K -1,434 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$838K +$60K +6,030 +7%
Mariner
23
Mariner
Kansas
$807K +$561K +56,330 +200%
CGH
24
Crossmark Global Holdings
Texas
$732K -$12.2K -1,227 -2%
OMC
25
Old Mission Capital
Illinois
$695K +$496K +49,869 +217%

PSO Hedge Fund Activity: Q3 2022 in Review

122 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2022, worth a combined $195M — up 3.2% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSO positions and 14 closed out — a net gain of 3 holders — while 52 added to existing stakes and 32 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.29M. The largest seller was Marshall Wace, cutting an estimated $6.14M.

  • 122 institutional investors held Pearson (PSO) as of Q3 2022, down from 123 in Q2 2022.
  • Funds reported $195M of Pearson stock for Q3 2022, up 3.2% quarter-over-quarter.
  • 17 funds opened new Pearson positions in Q3 2022 and 14 closed out, a net change of +3 holders.
  • The largest Pearson buyer in Q3 2022 was Goldman Sachs, an estimated $6.29M added.
  • The largest Pearson seller in Q3 2022 was Marshall Wace, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2022.