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Cass Information Systems

89 hedge funds and large institutions have $274M invested in Cass Information Systems in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $235M → $274M (+$39.8M)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
34
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$52.2M -$737K -17,734 -1%
RP
2
Riverbridge Partners
Minnesota
$34M +$254K +6,113 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20M +$346K +8,333 +2%
BFA
4
BlackRock Fund Advisors
California
$15.5M +$1.81M +43,551 +13%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$15.3M +$3.08M +74,264 +24%
BIT
6
BlackRock Institutional Trust
California
$14.9M -$338K -8,140 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.3M +$262K +6,313 +2%
Northern Trust
8
Northern Trust
Illinois
$11M +$163K +3,918 +1%
TAM
9
Third Avenue Management
New York
$10.3M -$3M -72,231 -22%
State Street
10
State Street
Massachusetts
$9.31M -$147K -3,531 -2%
ACM
11
Atlanta Capital Management
Georgia
$9.17M +$1.59M +38,340 +20%
NRECA
12
National Rural Electric Cooperative Association
Virginia
$8.22M +$60.3K +1,452 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.33M +$768K +18,479 +11%
U
14
UBS
Switzerland
$6.8M -$63.9K -1,538 -0.9%
MSA
15
Mason Street Advisors
Wisconsin
$4.15M +$4.27M +102,709 New
NTCOC
16
Northern Trust Company of Connecticut
Connecticut
$3.58M -$388K -9,339 -10%
MAA
17
Managed Account Advisors
New Jersey
$3.48M +$761K +18,332 +27%
EFSCE
18
Enterprise Financial Services Corp (EFSC)
Missouri
$2.42M -$38.4K -924 -2%
TCIM
19
TIAA CREF Investment Management
New York
$2.18M -$138K -3,317 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.02M +$183K +4,400 +10%
RA
21
Royce & Associates
New York
$1.56M
BIM
22
BlackRock Investment Management
Delaware
$1.55M +$95.2K +2,293 +6%
QCMNJ
23
Quantum Capital Management (New Jersey)
New Jersey
$1.52M -$3.68M -88,533 -70%
TRSOTSOK
24
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M -$6.6K -159 -0.5%
NFA
25
Nationwide Fund Advisors
Ohio
$1.33M -$72.8K -1,753 -5%

CASS Hedge Fund Activity: Q3 2013 in Review

89 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q3 2013, worth a combined $274M — up 17% from $235M a quarter earlier.

Fund positioning in CASS was balanced in Q3 2013: 5 funds opened new positions, 5 closed out, 34 added to existing stakes and 32 trimmed.

The largest buyer was Mason Street Advisors, opening a new position worth an estimated $4.27M. The largest seller was Quantum Capital Management (New Jersey), cutting an estimated $3.68M.

  • 89 institutional investors held Cass Information Systems (CASS) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $274M of Cass Information Systems stock for Q3 2013, up 17% quarter-over-quarter.
  • 5 funds opened new Cass Information Systems positions in Q3 2013 and 5 closed out, a net change of 0 holders.
  • The largest Cass Information Systems buyer in Q3 2013 was Mason Street Advisors, an estimated $4.27M added.
  • The largest Cass Information Systems seller in Q3 2013 was Quantum Capital Management (New Jersey), an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2013.