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Cass Information Systems

131 hedge funds and large institutions have $365M invested in Cass Information Systems in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $358M → $365M (+$7.45M)

0% more funds holding

Funds holding: 131131 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.03% less ownership

Funds ownership: 60.99%60.96% (-0.03%)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

Holders
131
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
47
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
101
Heritage Wealth Management (Arizona)
Arizona
$64K +$11K +259 +20%
TRCT
102
Tower Research Capital (TRC)
New York
$58K -$72.1K -1,693 -55%
HNB
103
Huntington National Bank
Ohio
$58K +$26.4K +620 +80%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$56K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$53K +$10.6K +249 +25%
AIP
106
Ameritas Investment Partners
Nebraska
$52K
Federated Hermes
107
Federated Hermes
Pennsylvania
$42K -$341 -8 -0.8%
LFG
108
Larson Financial Group
Missouri
$39K
UBS Group
109
UBS Group
Switzerland
$37K -$128 -3 -0.3%
AS
110
Altshuler Shaham
Israel
$35K -$1.36K -32 -4%
Canada Life
111
Canada Life
Manitoba, Canada
$34K
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$29K
CCM
113
Copeland Capital Management
Pennsylvania
$26K
FHA
114
First Horizon Advisors
Tennessee
$23K
ST
115
Sageworth Trust
Pennsylvania
$22K
TIS
116
Tortoise Index Solutions
Kansas
$20K -$639 -15 -3%
LWM
117
Liberty Wealth Management
California
$13K +$6.09K +143 +100%
PA
118
Parallel Advisors
California
$12K +$11K +259 +664%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$11K -$20.1K -471 -65%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$5K -$426 -10 -7%
HFA
121
HC Financial Advisors
California
$5K
IPW
122
IronBridge Private Wealth
Texas
$5K
IA
123
IFP Advisors
Florida
$3K
EW
124
Evoke Wealth
California
$2K -$2.17K -51 -46%
PCG
125
Private Capital Group
Connecticut
$2K

CASS Hedge Fund Activity: Q3 2021 in Review

131 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q3 2021, worth a combined $365M — up 2.1% from $358M a quarter earlier.

Fund positioning in CASS was balanced in Q3 2021: 8 funds opened new positions, 8 closed out, 47 added to existing stakes and 50 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $3.04M. The largest seller was Vanguard Group, cutting an estimated $2.96M.

  • 131 institutional investors held Cass Information Systems (CASS) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $365M of Cass Information Systems stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 8 funds opened new Cass Information Systems positions in Q3 2021 and 8 closed out, a net change of 0 holders.
  • The largest Cass Information Systems buyer in Q3 2021 was Ancora Advisors, an estimated $3.04M added.
  • The largest Cass Information Systems seller in Q3 2021 was Vanguard Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2021.