Pearson
PSO
110 hedge funds and large institutions have $178M invested in Pearson in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 56 reducing their positions, and 26 closing their positions.
0.12% more ownership
Funds ownership: 2.35% → 2.47% (+0.12%)
6% less capital invested
Capital invested by funds: $189M → $178M (-$11.2M)
13% less funds holding
Funds holding: 127 → 110 (-17)
55% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 56
62% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 26
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.05M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
+$5.01M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.38M |
| 4 |
Millennium Management
New York
|
+$2.51M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$23.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.28M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.25M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.91M |
PSO Hedge Fund Activity: Q1 2023 in Review
110 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q1 2023, worth a combined $178M — down 5.9% from $189M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of PSO and 10 opened new positions — a net loss of 16 holders — while 56 trimmed existing stakes and 25 added.
The largest buyer was Envestnet Asset Management, adding an estimated $6.05M. The largest seller was Lazard Asset Management, cutting an estimated $23.2M.
- 110 institutional investors held Pearson (PSO) as of Q1 2023, down from 127 in Q4 2022.
- Funds reported $178M of Pearson stock for Q1 2023, down 5.9% quarter-over-quarter.
- 10 funds opened new Pearson positions in Q1 2023 and 26 closed out, a net change of -16 holders.
- The largest Pearson buyer in Q1 2023 was Envestnet Asset Management, an estimated $6.05M added.
- The largest Pearson seller in Q1 2023 was Lazard Asset Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q1 2023.