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Cass Information Systems

133 hedge funds and large institutions have $470M invested in Cass Information Systems in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

9% more capital invested

Capital invested by funds: $432M → $470M (+$37.9M)

7% more funds holding

Funds holding: 124133 (+9)

0.89% more ownership

Funds ownership: 55.3%56.18% (+0.89%)

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
48
Reduced
43
Closed
8
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
$61.2M -$3.16M -56,412 -5%
BlackRock
2
BlackRock
New York
$57.7M +$1.33M +23,806 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.3M +$872K +15,578 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.4M -$210K -3,759 -0.7%
ACM
5
Atlanta Capital Management
Georgia
$24.5M -$1.08M -19,371 -4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$19.7M +$7.4M +132,156 +63%
RP
7
Riverbridge Partners
Minnesota
$19.5M -$420K -7,501 -2%
State Street
8
State Street
Massachusetts
$18.2M +$420K +7,502 +2%
Northern Trust
9
Northern Trust
Illinois
$16.9M -$1.61M -28,764 -9%
ProShare Advisors
10
ProShare Advisors
Maryland
$13.4M +$1.02M +18,196 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.4M +$527K +9,417 +5%
WCM Investment Management
12
WCM Investment Management
California
$9.25M -$8.21M -146,561 -48%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.66M -$244K -4,361 -3%
American Century Companies
14
American Century Companies
Missouri
$7.5M +$5.37M +95,968 +283%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$7.1M +$932K +16,637 +16%
HA
16
Homestead Advisers
Virginia
$5.76M -$6.55M -116,930 -54%
CIC
17
Crawford Investment Counsel
Georgia
$5.72M +$257K +4,591 +5%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$5.41M +$1.85M +33,050 +55%
MAM
19
Martingale Asset Management
Massachusetts
$5.07M +$28K +500 +0.6%
Bank of America
20
Bank of America
North Carolina
$5.04M +$281K +5,022 +6%
GIA
21
GHP Investment Advisors
Colorado
$4.87M +$210K +3,752 +5%
Charles Schwab
22
Charles Schwab
California
$4.47M +$75.2K +1,343 +2%
Goldman Sachs
23
Goldman Sachs
New York
$4.41M +$2.4M +42,865 +128%
N
24
Nuveen
North Carolina
$4.01M -$39K -697 -1%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.29M -$1.32M -23,517 -29%

CASS Hedge Fund Activity: Q4 2019 in Review

133 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q4 2019, worth a combined $470M — up 8.8% from $432M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CASS positions and 8 closed out — a net gain of 9 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $7.4M. The largest seller was WCM Investment Management, cutting an estimated $8.21M.

  • 133 institutional investors held Cass Information Systems (CASS) as of Q4 2019, up from 124 in Q3 2019.
  • Funds reported $470M of Cass Information Systems stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 17 funds opened new Cass Information Systems positions in Q4 2019 and 8 closed out, a net change of +9 holders.
  • The largest Cass Information Systems buyer in Q4 2019 was Janus Henderson Group, an estimated $7.4M added.
  • The largest Cass Information Systems seller in Q4 2019 was WCM Investment Management, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2019.