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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
Holders
131
Holders Change
Holders Change %
0%
% of All Funds
2.3%
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
Shares
Change %
HWMA
101
Heritage Wealth Management (Arizona)
Arizona
$64K +$10.8K +259 +20%
TRCT
102
Tower Research Capital (TRC)
New York
$58K -$71.3K -1,693 -55%
HNB
103
Huntington National Bank
Ohio
$58K +$25.8K +620 +80%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$56K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$53K +$10.5K +249 +25%
AIP
106
Ameritas Investment Partners
Nebraska
$52K
Federated Hermes
107
Federated Hermes
Pennsylvania
$42K -$336 -8 -0.8%
LFG
108
Larson Financial Group
Missouri
$39K
UBS Group
109
UBS Group
Switzerland
$37K -$126 -3 -0.3%
AS
110
Altshuler Shaham
Israel
$35K -$1.34K -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 -$636 -15 -3%
LWM
117
Liberty Wealth Management
California
$13K +$6.5K +143 +100%
PA
118
Parallel Advisors
California
$12K +$10.4K +259 +664%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$11K -$20.1K -471 -65%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$5K -$400 -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 -$1.73K -51 -46%
PCG
125
Private Capital Group
Connecticut
$2K