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116 hedge funds and large institutions have $163M invested in Pearson in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

45% more call options, than puts

Call options by funds: $16K | Put options by funds: $11K

0.06% less ownership

Funds ownership: 2.22%2.16% (-0.06%)

1% less funds holding

Funds holding: 117116 (-1)

2% less capital invested

Capital invested by funds: $167M → $163M (-$3.91M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
52
Reduced
35
Closed
11
Calls
$16K
Puts
$11K
Net Calls
+$5K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.1M -$890K -83,031 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.6M -$805K -75,175 -3%
Goldman Sachs
3
Goldman Sachs
New York
$22.1M +$3.13M +292,540 +16%
BlackRock
4
BlackRock
New York
$17.6M +$1.89M +176,758 +12%
Jane Street
5
Jane Street
New York
$9.47M +$1.23M +114,414 +15%
1M
6
13D Management
New York
$7.98M +$2.13M +198,674 +36%
Optiver Holding
7
Optiver Holding
Netherlands
$7.08M -$3.23M -301,653 -31%
UBS Group
8
UBS Group
Switzerland
$5.25M -$19.1K -1,786 -0.4%
LP
9
LMR Partners
United Kingdom
$4.88M
Northern Trust
10
Northern Trust
Illinois
$4.13M -$142K -13,238 -3%
HJIM
11
Henry James International Management
New York
$3.65M -$493 -46 -0%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.1M +$163K +15,257 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$2.08M +$350K +32,714 +20%
Mariner
14
Mariner
Kansas
$1.4M +$428K +39,939 +43%
Citadel Advisors
15
Citadel Advisors
Florida
$1.08M +$1.09M +102,127 New
Bank of America
16
Bank of America
North Carolina
$1.03M +$18K +1,683 +2%
EI
17
Ethic Inc
New York
$1.03M +$272K +25,380 +35%
CGH
18
Crossmark Global Holdings
Texas
$821K -$1.93K -180 -0.2%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$765K +$18.7K +1,743 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$665K -$5.05K -471 -0.7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$627K -$521K -48,655 -45%
VPIM
22
Vanguard Personalized Indexing Management
California
$614K -$189K -17,600 -23%
LNWWM
23
Laird Norton Wetherby Wealth Management
California
$609K +$37.2K +3,474 +6%
API
24
Advisor Partners II
California
$608K +$8.76K +818 +1%
Corient Private Wealth
25
Corient Private Wealth
Florida
$556K -$115K -10,726 -17%

PSO Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q3 2023, worth a combined $163M — down 2.3% from $167M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PSO and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 52 added.

The largest buyer was Goldman Sachs, adding an estimated $3.13M. The largest seller was JP Morgan Chase, cutting an estimated $5.01M.

  • 116 institutional investors held Pearson (PSO) as of Q3 2023, down from 117 in Q2 2023.
  • Funds reported $163M of Pearson stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 10 funds opened new Pearson positions in Q3 2023 and 11 closed out, a net change of -1 holder.
  • The largest Pearson buyer in Q3 2023 was Goldman Sachs, an estimated $3.13M added.
  • The largest Pearson seller in Q3 2023 was JP Morgan Chase, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2023.