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Cass Information Systems

124 hedge funds and large institutions have $432M invested in Cass Information Systems in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $380M → $432M (+$52M)

6% more funds holding

Funds holding: 117124 (+7)

1.27% more ownership

Funds ownership: 54.03%55.3% (+1.3%)

30% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 44

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
44
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
$60.2M -$1.08M -21,206 -2%
BlackRock
2
BlackRock
New York
$52.7M +$1.35M +26,463 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.3M +$987K +19,337 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.6M -$90.2K -1,767 -0.3%
ACM
5
Atlanta Capital Management
Georgia
$23.9M -$1.53K -30 -0%
RP
6
Riverbridge Partners
Minnesota
$18.6M -$269K -5,277 -2%
Northern Trust
7
Northern Trust
Illinois
$17.3M +$174K +3,407 +1%
State Street
8
State Street
Massachusetts
$16.6M -$732K -14,334 -4%
WCM Investment Management
9
WCM Investment Management
California
$16.6M -$715K -14,002 -4%
HA
10
Homestead Advisers
Virginia
$11.7M
ProShare Advisors
11
ProShare Advisors
Maryland
$11.6M -$302K -5,922 -3%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$11.3M +$10.7M +209,705 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.1M +$158K +3,088 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.34M -$8.32K -163 -0.1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$5.74M -$240K -4,700 -4%
CIC
16
Crawford Investment Counsel
Georgia
$5.1M +$142K +2,790 +3%
MAM
17
Martingale Asset Management
Massachusetts
$4.71M +$25.5K +500 +0.6%
Bank of America
18
Bank of America
North Carolina
$4.44M -$80.7K -1,581 -2%
GIA
19
GHP Investment Advisors
Colorado
$4.35M -$271K -5,317 -6%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.35M -$1.81M -35,360 -31%
Charles Schwab
21
Charles Schwab
California
$4.11M +$131K +2,572 +3%
N
22
Nuveen
North Carolina
$3.78M +$563K +11,019 +19%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$3.27M -$2.55K -50 -0.1%
RA
24
Royce & Associates
New York
$2.99M +$8.02K +157 +0.3%
CB
25
Commerce Bank
Missouri
$2.7M -$285K -5,575 -10%

CASS Hedge Fund Activity: Q3 2019 in Review

124 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q3 2019, worth a combined $432M — up 14% from $380M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CASS positions and 6 closed out — a net gain of 7 holders — while 31 added to existing stakes and 44 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $10.7M. The largest seller was Millennium Management, cutting an estimated $2.05M.

  • 124 institutional investors held Cass Information Systems (CASS) as of Q3 2019, up from 117 in Q2 2019.
  • Funds reported $432M of Cass Information Systems stock for Q3 2019, up 14% quarter-over-quarter.
  • 13 funds opened new Cass Information Systems positions in Q3 2019 and 6 closed out, a net change of +7 holders.
  • The largest Cass Information Systems buyer in Q3 2019 was Janus Henderson Group, an estimated $10.7M added.
  • The largest Cass Information Systems seller in Q3 2019 was Millennium Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2019.