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Green Dot

265 hedge funds and large institutions have $2.71B invested in Green Dot in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 85 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

15% more funds holding

Funds holding: 231265 (+34)

12% more capital invested

Capital invested by funds: $2.41B → $2.71B (+$301M)

2% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 83

0.48% less ownership

Funds ownership: 91.42%90.94% (-0.48%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

57% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $29.7M

Holders
265
Holders Change
+34
Holders Change %
+14.72%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
65
Increased
85
Reduced
83
Closed
27
Calls
$12.9M
Puts
$29.7M
Net Calls
-$16.9M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$64K
VCM
227
Versant Capital Management
Arizona
$60K -$2.21K -39 -3%
CCA
228
Column Capital Advisors
Indiana
$56K
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$56K
AAP
230
Arax Advisory Partners
Colorado
$56K +$56.8K +1,000 New
MAM
231
Meeder Asset Management
Ohio
$50K -$1.18M -20,790 -96%
Group One Trading
232
Group One Trading
Illinois
$45K -$161K -2,826 -78%
LWM
233
Liberty Wealth Management
California
$37K
SWA
234
Sutton Wealth Advisors
Florida
$36.5K +$4.37K +77 +13%
SAI
235
Systematic Alpha Investments
New Jersey
$36K +$37.1K +653 New
VCG
236
Vantage Consulting Group
Virginia
$33K +$33.5K +590 New
AIL
237
AGF Investments LLC
Ontario, Canada
$21K -$3.52K -62 -14%
AS
238
Altshuler Shaham
Israel
$16K +$8.86K +156 +120%
VFA
239
Valeo Financial Advisors
Indiana
$16K +$15.9K +280 New
CG
240
Cutler Group
California
$16K +$17K +300 New
ASN
241
Advisory Services Network
Georgia
$11K -$46.6K -821 -80%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$10K
ZB
243
Zions Bancorporation
Utah
$10K
SFS
244
Sowell Financial Services
Arkansas
$10K +$10.1K +178 New
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$7K +$7.1K +125 New
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$6K +$3.41K +60 +120%
GRP
247
Global Retirement Partners
California
$6K +$5.68K +100 New
MWA
248
Moser Wealth Advisors
Washington
$6K +$5.68K +100 New
PFBT
249
Parkside Financial Bank & Trust
Missouri
$5K
APP
250
Alpha Paradigm Partners
Illinois
$5K +$5.4K +95 New