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Cass Information Systems

130 hedge funds and large institutions have $262M invested in Cass Information Systems in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
48
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$24K +$24K +725 New
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$23.9K
TRCT
103
Tower Research Capital (TRC)
New York
$23K -$74.7K -2,183 -76%
UBS Group
104
UBS Group
Switzerland
$22K -$510 -15 -2%
CCM
105
Copeland Capital Management
Pennsylvania
$22K +$600 +18 +3%
FHA
106
First Horizon Advisors
Tennessee
$22K +$22K +651 New
UB
107
UMB Bank
Missouri
$21K +$1.97K +59 +10%
TIS
108
Tortoise Index Solutions
Kansas
$18K +$781 +23 +5%
AF
109
Allworth Financial
California
$18K +$18K +523 New
Federated Hermes
110
Federated Hermes
Pennsylvania
$8K -$6.55K -199 -45%
AA
111
Ancora Advisors
Ohio
$8K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$8K +$3.39K +100 +74%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$4K -$27K -776 -87%
C
114
Covestor
United Kingdom
$4K -$7.14K -232 -64%
IA
115
IFP Advisors
Florida
$4K
ST
116
Sageworth Trust
Pennsylvania
$4K
MAM
117
Meeder Asset Management
Ohio
$4K +$4K +112 New
PTC
118
Private Trust Company
Ohio
$3K +$3K +89 New
STCOSD
119
Sageworth Trust Company of South Dakota
South Dakota
$2K -$2.6K -95 -57%
BWA
120
BDO Wealth Advisors
Florida
$2K +$38 +1 +2%
BC
121
Bartlett & Co
Ohio
$2K +$2K +49 New
BCWM
122
Bartlett & Co Wealth Management
Ohio
$1.66K +$1.66K +49 New
KFP
123
KB Financial Partners
New Jersey
$1K -$2.87K -66 -74%
PA
124
Parallel Advisors
California
$1K
PCG
125
Private Capital Group
Connecticut
$1K