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117 hedge funds and large institutions have $167M invested in Pearson in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 111117 (+6)

0.25% less ownership

Funds ownership: 2.47%2.22% (-0.25%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

6% less capital invested

Capital invested by funds: $178M → $167M (-$11.5M)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
37
Reduced
38
Closed
13
Calls
$60K
Puts
Net Calls
+$60K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.8M -$1.59M -153,839 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.3M +$421K +40,792 +2%
Goldman Sachs
3
Goldman Sachs
New York
$18.9M -$4.4M -427,006 -19%
BlackRock
4
BlackRock
New York
$15.6M +$787K +76,278 +5%
Optiver Holding
5
Optiver Holding
Netherlands
$10.1M +$6.76M +655,317 +208%
Jane Street
6
Jane Street
New York
$8.22M -$332K -32,155 -4%
1M
7
13D Management
New York
$5.86M -$226K -21,864 -4%
UBS Group
8
UBS Group
Switzerland
$5.24M -$113K -11,001 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.04M -$22.6K -2,194 -0.5%
LP
10
LMR Partners
United Kingdom
$4.86M
Northern Trust
11
Northern Trust
Illinois
$4.24M +$173K +16,756 +4%
HJIM
12
Henry James International Management
New York
$3.63M -$1.53M -148,792 -30%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.93M
OMC
14
Old Mission Capital
Illinois
$1.92M +$1.48M +143,702 +362%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.72M +$22K +2,131 +1%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.59M
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M -$2.97M -287,873 -67%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.13M -$6.18M -599,015 -85%
Bank of America
19
Bank of America
North Carolina
$1.01M -$1.53M -148,218 -61%
Mariner
20
Mariner
Kansas
$970K +$119K +11,566 +14%
CGH
21
Crossmark Global Holdings
Texas
$835K -$18.9K -1,828 -2%
VPIM
22
Vanguard Personalized Indexing Management
California
$795K +$6.97K +676 +0.9%
EI
23
Ethic Inc
New York
$758K +$7.3K +708 +1%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$743K -$29.9K -2,902 -4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$665K +$43K +4,169 +7%

PSO Hedge Fund Activity: Q2 2023 in Review

117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q2 2023, worth a combined $167M — down 6.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSO positions and 13 closed out — a net gain of 6 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Optiver Holding, adding an estimated $6.76M. The largest seller was Envestnet Asset Management, cutting an estimated $6.18M.

  • 117 institutional investors held Pearson (PSO) as of Q2 2023, up from 111 in Q1 2023.
  • Funds reported $167M of Pearson stock for Q2 2023, down 6.5% quarter-over-quarter.
  • 19 funds opened new Pearson positions in Q2 2023 and 13 closed out, a net change of +6 holders.
  • The largest Pearson buyer in Q2 2023 was Optiver Holding, an estimated $6.76M added.
  • The largest Pearson seller in Q2 2023 was Envestnet Asset Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2023.