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Cass Information Systems

127 hedge funds and large institutions have $303M invested in Cass Information Systems in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-16
Holders Change %
-11.19%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
53
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$38K -$30.2K -780 -44%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$26.5K
FHA
103
First Horizon Advisors
Tennessee
$24.2K +$271 +7 +1%
UB
104
UMB Bank
Missouri
$23.5K
AF
105
Advisornet Financial
Minnesota
$23.3K +$11.6K +300 +100%
SCA
106
Stonebridge Capital Advisors
Minnesota
$23.3K +$11.6K +300 +100%
CCM
107
Copeland Capital Management
Pennsylvania
$23K -$5.58K -144 -20%
Federated Hermes
108
Federated Hermes
Pennsylvania
$12.5K -$10.9K -281 -47%
AA
109
Ancora Advisors
Ohio
$9.7K
NA
110
NewEdge Advisors
Louisiana
$5.62K -$14.1K -363 -71%
C
111
Covestor
United Kingdom
$5K -$76 -2 -2%
WWP
112
WR Wealth Planners
Missouri
$4.03K +$39 +1 +1%
PTC
113
Private Trust Company
Ohio
$3.92K +$465 +12 +13%
MRCM
114
M&R Capital Management
New Jersey
$3.84K +$427 +11 +13%
QCG
115
Quadrant Capital Group
Ohio
$3.14K -$13K -334 -80%
GA
116
GoalVest Advisory
New York
$3.06K +$3.06K +79 New
AF
117
Allworth Financial
California
$2.37K
IA
118
IFP Advisors
Florida
$2.33K
BWA
119
BDO Wealth Advisors
Florida
$2.06K
HNB
120
Huntington National Bank
Ohio
$1.71K +$776 +20 +83%
PA
121
Parallel Advisors
California
$1.63K -$78 -2 -5%
LC
122
Lindbrook Capital
California
$1.4K -$5.35K -138 -79%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$1.28K +$1.28K +33 New
S
124
SignatureFD
Georgia
$1.2K -$9.11K -235 -88%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1K