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Cass Information Systems

129 hedge funds and large institutions have $407M invested in Cass Information Systems in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
43
Reduced
36
Closed
16
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
101
Larson Financial Group
Missouri
$43K -$41.5K -904 -49%
Lazard Asset Management
102
Lazard Asset Management
New York
$42K +$42K +920 New
HNB
103
Huntington National Bank
Ohio
$41K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$40K -$84K -1,789 -68%
Canada Life
105
Canada Life
Manitoba, Canada
$38K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$34K +$9.21K +198 +37%
HWMA
107
Heritage Wealth Management (Arizona)
Arizona
$34K +$34K +745 New
Acadian Asset Management
108
Acadian Asset Management
Massachusetts
$30K +$30K +647 New
TRCT
109
Tower Research Capital (TRC)
New York
$28K -$58.5K -1,244 -68%
CCM
110
Copeland Capital Management
Pennsylvania
$28K +$1.71K +37 +7%
FHA
111
First Horizon Advisors
Tennessee
$26K -$6.23K -137 -19%
AF
112
Advisornet Financial
Minnesota
$26K
ST
113
Sageworth Trust
Pennsylvania
$24K +$24K +522 New
IAIM
114
International Assets Investment Management
Florida
$13K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$8K -$2.24K -50 -22%
HFA
116
HC Financial Advisors
California
$6K
Bessemer Group
117
Bessemer Group
New Jersey
$6K +$6K +119 New
EW
118
Evoke Wealth
California
$5K
LWM
119
Liberty Wealth Management
California
$5K
AWM
120
Accel Wealth Management
Iowa
$5K
IPW
121
IronBridge Private Wealth
Texas
$5K
KFP
122
KB Financial Partners
New Jersey
$5K +$5K +118 New
WP
123
WealthShield Partners
North Carolina
$4K +$4K +92 New
IA
124
IFP Advisors
Florida
$3K -$3.8K -76 -56%
PCG
125
Private Capital Group
Connecticut
$2K -$14.7K -345 -88%