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Cass Information Systems

134 hedge funds and large institutions have $366M invested in Cass Information Systems in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
41
Reduced
48
Closed
9
Calls
$261K
Puts
$77K
Net Calls
+$184K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$114K +$114K +2,754 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$104K +$15.9K +354 +18%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$88.8K
Comerica Bank
104
Comerica Bank
Texas
$85.4K
AB
105
Amalgamated Bank
New York
$84K -$6.4K -142 -7%
AIP
106
Ameritas Investment Partners
Nebraska
$60.8K
TRCT
107
Tower Research Capital (TRC)
New York
$44.3K -$24.3K -539 -35%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$38.7K
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$35K +$5.93K +135 +20%
FHA
110
First Horizon Advisors
Tennessee
$28.1K
CCM
111
Copeland Capital Management
Pennsylvania
$27K
AA
112
Ancora Advisors
Ohio
$11.3K
UB
113
UMB Bank
Missouri
$10.6K -$19.4K -430 -65%
GI
114
GAMMA Investing
California
$9.58K +$9.58K +222 New
NA
115
NewEdge Advisors
Louisiana
$6.53K
C
116
Covestor
United Kingdom
$6K -$1.32K -29 -18%
VAG
117
VisionPoint Advisory Group
Texas
$5.81K +$5.81K +129 New
IA
118
IFP Advisors
Florida
$5.41K +$2.7K +60 +100%
PTC
119
Private Trust Company
Ohio
$5.09K +$541 +12 +12%
PFA
120
Pathway Financial Advisers
Indiana
$4.67K +$45 +1 +1%
MRCM
121
M&R Capital Management
New Jersey
$4.52K
PP
122
Pacifica Partners
Canada
$4.2K
LC
123
Lindbrook Capital
California
$3.6K +$2.66K +59 +281%
PA
124
Parallel Advisors
California
$2.79K -$7.52K -167 -73%
AF
125
Allworth Financial
California
$2.75K