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Cass Information Systems

127 hedge funds and large institutions have $355M invested in Cass Information Systems in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $320M → $355M (+$35.4M)

3% more funds holding

Funds holding: 123127 (+4)

0.44% more ownership

Funds ownership: 62.73%63.17% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

95% less call options, than puts

Call options by funds: $40K | Put options by funds: $851K

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
54
Reduced
31
Closed
13
Calls
$40K
Puts
$851K
Net Calls
-$811K
Net Calls Change
-$698K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$39.9M +$1.4M +37,254 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$34.2M
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.7M -$1.38M -36,636 -4%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$25.5M +$3.23M +86,029 +15%
ACM
5
Atlanta Capital Management
Georgia
$22.4M +$908K +24,160 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21.3M +$221K +5,872 +1%
State Street
7
State Street
Massachusetts
$15M +$766K +20,371 +6%
RP
8
Riverbridge Partners
Minnesota
$12.8M -$338K -8,994 -3%
Northern Trust
9
Northern Trust
Illinois
$12.7M +$547K +14,559 +5%
American Century Companies
10
American Century Companies
Missouri
$11.6M +$2.66M +70,868 +31%
TCM
11
Tributary Capital Management
Nebraska
$9.93M +$4.81M +127,877 +101%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.28M +$202K +5,379 +3%
ProShare Advisors
13
ProShare Advisors
Maryland
$8.06M -$2.04M -54,298 -21%
WCM Investment Management
14
WCM Investment Management
California
$7.11M +$490K +13,033 +8%
RRAM
15
River Road Asset Management
Kentucky
$5.13M +$4.94M +131,321 New
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$4.95M
CIC
17
Crawford Investment Counsel
Georgia
$4.71M +$242K +6,430 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.81M -$394K -10,494 -10%
RA
19
Royce & Associates
New York
$3.75M +$1.83M +48,757 +103%
Bank of America
20
Bank of America
North Carolina
$3.63M +$306K +8,137 +10%
Goldman Sachs
21
Goldman Sachs
New York
$3.55M +$317K +8,435 +10%
MAM
22
Martingale Asset Management
Massachusetts
$3.49M
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$3.49M -$120K -3,190 -3%
Charles Schwab
24
Charles Schwab
California
$3.28M +$197K +5,231 +7%
Wells Fargo
25
Wells Fargo
California
$2.64M +$1.46M +38,809 +135%

CASS Hedge Fund Activity: Q2 2020 in Review

127 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cass Information Systems (CASS) for Q2 2020, worth a combined $355M — up 11% from $320M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CASS positions and 13 closed out — a net gain of 4 holders — while 54 added to existing stakes and 31 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $4.94M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $22.8M.

  • 127 institutional investors held Cass Information Systems (CASS) as of Q2 2020, up from 123 in Q1 2020.
  • Funds reported $355M of Cass Information Systems stock for Q2 2020, up 11% quarter-over-quarter.
  • 17 funds opened new Cass Information Systems positions in Q2 2020 and 13 closed out, a net change of +4 holders.
  • The largest Cass Information Systems buyer in Q2 2020 was River Road Asset Management, an estimated $4.94M added.
  • The largest Cass Information Systems seller in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2020.