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Cass Information Systems
CASS

Overview Fund Activity

139 hedge funds and large institutions have $331M invested in Cass Information Systems in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
43
Closed
9
Calls
$188K
Puts
$262K
Net Calls
-$74K
Net Calls Change
+$63K

Top Buyers

1
HA
1
Heartland Advisors
Wisconsin
$17.1M
2
STCG
2
Speece Thorson Capital Group
Minnesota
$13.5M
3
UBS Group
3
UBS Group
Switzerland
$1.24M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$31.2M
2
UIC
2
Uniplan Investment Counsel
Wisconsin
$1.73M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$13M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.6M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$2.54K +$532 +13 +27%
PA
127
Parallel Advisors
California
$2.54K – – –
PS
128
Principal Securities
Iowa
$2.29K – – –
BIG
129
Brooklyn Investment Group
New York
$2.09K +$2.09K +51 New
HCA
130
Harbor Capital Advisors
Illinois
$2K -$37 -1 -2%
SAM
131
Smartleaf Asset Management
Massachusetts
$1.87K -$3.37K -83 -64%
AAP
132
Arax Advisory Partners
Colorado
$1.72K +$164 +4 +11%
EWA
133
EverSource Wealth Advisors
Alabama
$1.35K +$1.35K +33 New
S
134
SignatureFD
Georgia
$1.27K – – –
TWD
135
True Wealth Design
Ohio
$1.11K +$1.11K +27 New
RIL
136
Rothschild Investment LLC
Illinois
$1.02K +$1.02K +25 New
CFGS
137
Concourse Financial Group Securities
Alabama
$969 +$121 +3 +14%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$573 – – –
IA
139
IFP Advisors
Florida
$123 +$123 +3 New
Los Angeles Capital Management
140
Los Angeles Capital Management
California
– -$872K -21,011 Closed
Jane Street
141
Jane Street
New York
– -$744K -17,934 Closed
Millennium Management
142
Millennium Management
New York
– -$527K -12,703 Closed
I
143
InceptionR
California
– -$237K -5,715 Closed
VOYA Investment Management
144
VOYA Investment Management
Georgia
– -$213K -5,125 Closed
AA
145
Ancora Advisors
Ohio
– -$10.4K -250 Closed
CFM
146
Catalyst Funds Management
Australia
– -$8.3K -200 Closed
FFC
147
First Financial Corp
Indiana
– -$1.99K -48 Closed
CPA
148
Capital Performance Advisors
California
– -$1.74K -42 Closed
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