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Cass Information Systems

98 hedge funds and large institutions have $320M invested in Cass Information Systems in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $293M → $320M (+$27.2M)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

1% less funds holding

Funds holding: 9998 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
37
Reduced
34
Closed
6
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
$59.3M -$560K -13,641 -1%
RP
2
Riverbridge Partners
Minnesota
$30M -$166K -4,048 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.1M +$448K +10,895 +2%
HA
4
Homestead Advisers
Virginia
$21.8M
ACM
5
Atlanta Capital Management
Georgia
$20M -$269K -6,549 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$17.9M +$161K +3,919 +0.9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.6M +$678K +16,502 +4%
BFA
8
BlackRock Fund Advisors
California
$17.3M +$1.14M +27,736 +7%
Northern Trust
9
Northern Trust
Illinois
$14.7M -$4.11K -100 -0%
BIT
10
BlackRock Institutional Trust
California
$13.8M +$58.6K +1,427 +0.4%
State Street
11
State Street
Massachusetts
$10.4M +$149K +3,630 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7M +$323K +7,869 +5%
UBS Group
13
UBS Group
Switzerland
$4.91M +$41 +1 +0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.19M +$19.2K +468 +0.5%
Bank of America
15
Bank of America
North Carolina
$4.04M -$35K -853 -0.9%
WCM Investment Management
16
WCM Investment Management
California
$3.86M +$789K +19,206 +27%
CIM
17
Calvert Investment Management
Maryland
$3.39M +$3.25M +79,092 New
RA
18
Royce & Associates
New York
$3.29M -$1.08M -26,400 -26%
ProShare Advisors
19
ProShare Advisors
Maryland
$3.1M +$934K +22,729 +46%
BIM
20
BlackRock Investment Management
Delaware
$2.59M -$53.5K -1,302 -2%
Charles Schwab
21
Charles Schwab
California
$2.06M +$88.8K +2,163 +5%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.92M +$475K +11,557 +35%
EFSCE
23
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M -$48.8K -1,188 -3%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.6M -$260K -6,332 -14%
GIA
25
GHP Investment Advisors
Colorado
$1.59M +$37K +902 +2%

CASS Hedge Fund Activity: Q3 2016 in Review

98 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q3 2016, worth a combined $320M — up 9.3% from $293M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CASS and 5 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 37 added.

The largest buyer was Calvert Investment Management, opening a new position worth an estimated $3.25M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $4.4M sold.

  • 98 institutional investors held Cass Information Systems (CASS) as of Q3 2016, down from 99 in Q2 2016.
  • Funds reported $320M of Cass Information Systems stock for Q3 2016, up 9.3% quarter-over-quarter.
  • 5 funds opened new Cass Information Systems positions in Q3 2016 and 6 closed out, a net change of -1 holder.
  • The largest Cass Information Systems buyer in Q3 2016 was Calvert Investment Management, an estimated $3.25M added.
  • The largest Cass Information Systems seller in Q3 2016 was ArrowMark Colorado Holdings, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2016.